iShares Russell 3000 ETF
455 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 146 reducing their positions, and 58 closing their positions.
11% more call options, than puts
Call options by funds: $3.08M | Put options by funds: $2.77M
6% more capital invested
Capital invested by funds: $4.96B → $5.25B (+$295M)
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
2% less funds holding
Funds holding: 465 → 455 (-10)
4.04% less ownership
Funds ownership: 58.29% → 54.25% (-4%)
15% less funds holding in top 10
Funds holding in top 10: 47 → 40 (-7)
16% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$113M |
| 2 |
ST
Sentinel Trust
Houston,
Texas
|
+$77.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$56.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$40.4M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$172M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$107M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41.9M |
| 4 |
Morgan Stanley
New York
|
-$35.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.3M |
IWV Hedge Fund Activity: Q1 2019 in Review
455 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2019, worth a combined $5.25B — up 6% from $4.96B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IWV and 54 opened new positions — a net loss of 4 holders — while 146 trimmed existing stakes and 122 added.
The largest buyer was Northern Trust, adding an estimated $113M. The largest seller was Strategic Investment Management, cutting an estimated $172M.
- 455 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2019, down from 465 in Q4 2018.
- Funds reported $5.25B of iShares Russell 3000 ETF stock for Q1 2019, up 6% quarter-over-quarter.
- 54 funds opened new iShares Russell 3000 ETF positions in Q1 2019 and 58 closed out, a net change of -4 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2019 was Northern Trust, an estimated $113M added.
- The largest iShares Russell 3000 ETF seller in Q1 2019 was Strategic Investment Management, an estimated $172M sold.
Based on aggregated 13F filings for Q1 2019.