iShares Russell 3000 ETF
424 hedge funds and large institutions have $4.56B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 128 reducing their positions, and 28 closing their positions.
367% more call options, than puts
Call options by funds: $4.63M | Put options by funds: $990K
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
2% more capital invested
Capital invested by funds: $4.45B → $4.56B (+$105M)
1% more funds holding
Funds holding: 420 → 424 (+4)
5% less funds holding in top 10
Funds holding in top 10: 41 → 39 (-2)
6.96% less ownership
Funds ownership: 55.76% → 48.8% (-7%)
19% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
| 3 |
ST
Sentinel Trust
Houston,
Texas
|
+$13M |
| 4 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$12.2M |
| 5 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$71.4M |
| 2 |
JG
Jefferies Group
New York
|
-$46.9M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$38.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.1M |
IWV Hedge Fund Activity: Q2 2018 in Review
424 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2018, worth a combined $4.56B — up 2.4% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IWV positions and 28 closed out — a net gain of 9 holders — while 104 added to existing stakes and 128 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $15.4M. The largest seller was Strategic Investment Management, cutting an estimated $71.4M.
- 424 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2018, up from 420 in Q1 2018.
- Funds reported $4.56B of iShares Russell 3000 ETF stock for Q2 2018, up 2.4% quarter-over-quarter.
- 37 funds opened new iShares Russell 3000 ETF positions in Q2 2018 and 28 closed out, a net change of +9 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2018 was Jane Street, an estimated $15.4M added.
- The largest iShares Russell 3000 ETF seller in Q2 2018 was Strategic Investment Management, an estimated $71.4M sold.
Based on aggregated 13F filings for Q2 2018.