iShares Russell 3000 ETF
358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.
114% more call options, than puts
Call options by funds: $3.84M | Put options by funds: $1.79M
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
9% more capital invested
Capital invested by funds: $3.84B → $4.19B (+$348M)
2% more funds holding
Funds holding: 352 → 358 (+6)
0.75% less ownership
Funds ownership: 53.88% → 53.13% (-0.75%)
15% less funds holding in top 10
Funds holding in top 10: 40 → 34 (-6)
20% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
+$16.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.82M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$8.16M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.44M |
| 5 |
Morgan Stanley
New York
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$53.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$33M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$16.5M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$13.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$9.6M |
IWV Hedge Fund Activity: Q3 2017 in Review
358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2017, worth a combined $4.19B — up 9% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IWV positions and 18 closed out — a net gain of 9 holders — while 100 added to existing stakes and 125 trimmed.
The largest buyer was Strategic Investment Management, adding an estimated $16.9M. The largest seller was Barings, cutting an estimated $53.9M.
- 358 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2017, up from 352 in Q2 2017.
- Funds reported $4.19B of iShares Russell 3000 ETF stock for Q3 2017, up 9% quarter-over-quarter.
- 27 funds opened new iShares Russell 3000 ETF positions in Q3 2017 and 18 closed out, a net change of +9 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2017 was Strategic Investment Management, an estimated $16.9M added.
- The largest iShares Russell 3000 ETF seller in Q3 2017 was Barings, an estimated $53.9M sold.
Based on aggregated 13F filings for Q3 2017.