iShares Russell 3000 ETF
356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.
325% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 16
25% more capital invested
Capital invested by funds: $3.03B → $3.8B (+$768M)
16% more funds holding
Funds holding: 308 → 356 (+48)
11% more funds holding in top 10
Funds holding in top 10: 37 → 41 (+4)
4.54% more ownership
Funds ownership: 48.8% → 53.35% (+4.5%)
8% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 107
29% less call options, than puts
Call options by funds: $2.1M | Put options by funds: $2.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
+$307M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$59.3M |
| 3 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
+$48.2M |
| 4 |
Goldman Sachs
New York
|
+$31.9M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$33.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$23.6M |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$20.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.6M |
IWV Hedge Fund Activity: Q4 2016 in Review
356 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2016, worth a combined $3.8B — up 25% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IWV positions and 16 closed out — a net gain of 52 holders — while 98 added to existing stakes and 107 trimmed.
The largest buyer was Strategic Investment Management, adding an estimated $307M. The largest seller was AQR Capital Management, cutting an estimated $33.8M.
- 356 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2016, up from 308 in Q3 2016.
- Funds reported $3.8B of iShares Russell 3000 ETF stock for Q4 2016, up 25% quarter-over-quarter.
- 68 funds opened new iShares Russell 3000 ETF positions in Q4 2016 and 16 closed out, a net change of +52 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2016 was Strategic Investment Management, an estimated $307M added.
- The largest iShares Russell 3000 ETF seller in Q4 2016 was AQR Capital Management, an estimated $33.8M sold.
Based on aggregated 13F filings for Q4 2016.