iShares Russell 3000 ETF
424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 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
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
1% more funds holding
Funds holding: 419 → 424 (+5)
2% more capital invested
Capital invested by funds: $4.44B → $4.55B (+$103M)
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
6.8% less ownership
Funds ownership: 55.7% → 48.89% (-6.8%)
21% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$16M |
| 2 |
Jane Street
New York
|
+$15.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
+$13M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$12.2M |
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 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2018, worth a combined $4.55B — up 2.3% from $4.44B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IWV positions and 28 closed out — a net gain of 10 holders — while 102 added to existing stakes and 129 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $16M. 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 419 in Q1 2018.
- Funds reported $4.55B of iShares Russell 3000 ETF stock for Q2 2018, up 2.3% quarter-over-quarter.
- 38 funds opened new iShares Russell 3000 ETF positions in Q2 2018 and 28 closed out, a net change of +10 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $16M 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.