iShares Russell 3000 ETF
465 hedge funds and large institutions have $4.96B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 108 reducing their positions, and 44 closing their positions.
102% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 44
54% more call options, than puts
Call options by funds: $632K | Put options by funds: $410K
42% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 108
9% more funds holding in top 10
Funds holding in top 10: 43 → 47 (+4)
9% more funds holding
Funds holding: 426 → 465 (+39)
5.28% more ownership
Funds ownership: 53.01% → 58.29% (+5.3%)
1% less capital invested
Capital invested by funds: $4.99B → $4.96B (-$30.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
+$162M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$105M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$66.1M |
| 4 |
Morgan Stanley
New York
|
+$55.7M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$41.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$30.2M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$22.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$18.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.7M |
IWV Hedge Fund Activity: Q4 2018 in Review
465 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2018, worth a combined $4.96B — down 0.6% from $4.99B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IWV positions and 44 closed out — a net gain of 45 holders — while 153 added to existing stakes and 108 trimmed.
The largest buyer was Strategic Investment Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $41.8M.
- 465 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2018, up from 426 in Q3 2018.
- Funds reported $4.96B of iShares Russell 3000 ETF stock for Q4 2018, down 0.6% quarter-over-quarter.
- 89 funds opened new iShares Russell 3000 ETF positions in Q4 2018 and 44 closed out, a net change of +45 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2018 was Strategic Investment Management, an estimated $162M added.
- The largest iShares Russell 3000 ETF seller in Q4 2018 was Goldman Sachs, an estimated $41.8M sold.
Based on aggregated 13F filings for Q4 2018.