iShares Russell 3000 ETF
353 hedge funds and large institutions have $4.18B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 110 reducing their positions, and 13 closing their positions.
98% more call options, than puts
Call options by funds: $3.73M | Put options by funds: $1.89M
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
8% more funds holding in top 10
Funds holding in top 10: 38 → 41 (+3)
7% more capital invested
Capital invested by funds: $3.89B → $4.18B (+$288M)
2% more funds holding
Funds holding: 346 → 353 (+7)
1.05% more ownership
Funds ownership: 52.87% → 53.92% (+1%)
23% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$113M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$25.1M |
| 3 |
Goldman Sachs
New York
|
+$24.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.8M |
| 5 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$32.3M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$16.8M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$9.33M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$8.55M |
| 5 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
-$7.97M |
IWV Hedge Fund Activity: Q2 2017 in Review
353 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2017, worth a combined $4.18B — up 7.4% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IWV positions and 13 closed out — a net gain of 11 holders — while 85 added to existing stakes and 110 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $113M. The largest seller was Strategic Investment Management, cutting an estimated $32.3M.
- 353 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2017, up from 346 in Q1 2017.
- Funds reported $4.18B of iShares Russell 3000 ETF stock for Q2 2017, up 7.4% quarter-over-quarter.
- 24 funds opened new iShares Russell 3000 ETF positions in Q2 2017 and 13 closed out, a net change of +11 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2017 was Jones Financial Companies, an estimated $113M added.
- The largest iShares Russell 3000 ETF seller in Q2 2017 was Strategic Investment Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2017.