iShares Russell 3000 ETF
453 hedge funds and large institutions have $4.8B invested in iShares Russell 3000 ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 24 closing their positions.
41% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $1.19M
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
3% more funds holding in top 10
Funds holding in top 10: 40 → 41 (+1)
0% less funds holding
Funds holding: 454 → 453 (-1)
3.4% less ownership
Funds ownership: 54.34% → 50.94% (-3.4%)
9% less capital invested
Capital invested by funds: $5.25B → $4.8B (-$447M)
25% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$75.5M |
| 2 |
BlackRock
New York
|
+$37M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$24.4M |
| 4 |
AB
Amalgamated Bank
New York
|
+$13.8M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$374M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$110M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$59.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$53M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$34.1M |
IWV Hedge Fund Activity: Q2 2019 in Review
453 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2019, worth a combined $4.8B — down 8.5% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IWV positions and 24 closed out — a net gain of 4 holders — while 121 added to existing stakes and 161 trimmed.
The largest buyer was Suntrust Banks, adding an estimated $75.5M. The largest seller was Strategic Investment Management, cutting an estimated $374M.
- 453 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2019, down from 454 in Q1 2019.
- Funds reported $4.8B of iShares Russell 3000 ETF stock for Q2 2019, down 8.5% quarter-over-quarter.
- 28 funds opened new iShares Russell 3000 ETF positions in Q2 2019 and 24 closed out, a net change of +4 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2019 was Suntrust Banks, an estimated $75.5M added.
- The largest iShares Russell 3000 ETF seller in Q2 2019 was Strategic Investment Management, an estimated $374M sold.
Based on aggregated 13F filings for Q2 2019.