iShares Russell 3000 ETF
427 hedge funds and large institutions have $4.98B invested in iShares Russell 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 27 closing their positions.
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
10% more funds holding in top 10
Funds holding in top 10: 39 → 43 (+4)
9% more capital invested
Capital invested by funds: $4.56B → $4.98B (+$428M)
4.2% more ownership
Funds ownership: 48.98% → 53.17% (+4.2%)
0% more funds holding
Funds holding: 425 → 427 (+2)
19% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 140
66% less call options, than puts
Call options by funds: $241K | Put options by funds: $706K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$14.3M |
| 4 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$12.2M |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
+$9.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$52.5M |
| 2 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$33.2M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$28.4M |
| 4 |
Jane Street
New York
|
-$13.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
IWV Hedge Fund Activity: Q3 2018 in Review
427 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2018, worth a combined $4.98B — up 9.4% from $4.56B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IWV positions and 27 closed out — a net gain of 5 holders — while 113 added to existing stakes and 140 trimmed.
The largest buyer was Credit Suisse, adding an estimated $17.2M. The largest seller was Jones Financial Companies, cutting an estimated $52.5M.
- 427 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2018, up from 425 in Q2 2018.
- Funds reported $4.98B of iShares Russell 3000 ETF stock for Q3 2018, up 9.4% quarter-over-quarter.
- 32 funds opened new iShares Russell 3000 ETF positions in Q3 2018 and 27 closed out, a net change of +5 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2018 was Credit Suisse, an estimated $17.2M added.
- The largest iShares Russell 3000 ETF seller in Q3 2018 was Jones Financial Companies, an estimated $52.5M sold.
Based on aggregated 13F filings for Q3 2018.