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iShares Russell 1000 ETF
IWB

Overview Fund Activity

506 hedge funds and large institutions have $13.9B invested in iShares Russell 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
12.62%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
48
Increased
145
Reduced
186
Closed
34
Calls
$53.7M
Puts
$6.29M
Net Calls
+$47.4M
Net Calls Change
+$46.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.92B
2
QI
QS Investors
New York
+$106M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$74.7M
4
MRC
Millburn Ridgefield Corp
New York
+$59.7M
5
CCA
Catalyst Capital Advisors
New York
+$59.7M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$1.18B
2
Bank of America
Bank of America
North Carolina
-$122M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
AssetMark Inc
AssetMark Inc
California
-$98.6M
5
LPL Financial
LPL Financial
California
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
226
West Coast Financial
California
$1.52M – – –
TFF
227
The Family Firm
Maryland
$1.51M -$56.8K -433 -4%
CT
228
Coastline Trust
Rhode Island
$1.5M +$97.2K +740 +7%
JWM
229
Jacobus Wealth Management
Wisconsin
$1.49M -$351K -2,676 -19%
EK
230
Evensky & Katz
Florida
$1.47M – – –
RWG
231
Regal Wealth Group
California
$1.46M +$656 +5 +0%
PWAP
232
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.43M -$2.43M -18,542 -63%
FWM
233
Frontier Wealth Management
Missouri
$1.36M +$178K +1,357 +15%
NC
234
NewSquare Capital
Pennsylvania
$1.36M +$1.04M +7,932 +327%
FC
235
FCA Corp
Texas
$1.35M +$225K +1,716 +20%
ICOA
236
Investment Centers of America
North Dakota
$1.35M +$8.4K +64 +0.6%
SIA
237
Starfire Investment Advisers
Michigan
$1.33M +$168K +1,292 +14%
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$1.33M -$428K -3,259 -24%
State Board of Administration of Florida Retirement System
239
State Board of Administration of Florida Retirement System
Florida
$1.31M +$1.31M +10,000 New
PFA
240
Pure Financial Advisors
California
$1.3M -$7.87K -60 -0.6%
NPC
241
National Planning Corporation
California
$1.27M -$176K -1,346 -12%
ASN
242
Advisory Services Network
Georgia
$1.27M +$1.27M +9,697 New
JG
243
Jefferies Group
New York
$1.27M +$1.58K +12 +0.1%
SHJ
244
Sharkey, Howes & Javer
Colorado
$1.25M – – –
CAW
245
Cornerstone Advisors (Washington)
Washington
$1.25M +$787 +6 +0.1%
DWM
246
Doyle Wealth Management
Florida
$1.22M +$1.22M +9,307 New
EAM
247
Evanson Asset Management
California
$1.21M +$12.2K +93 +1%
Truist Financial
248
Truist Financial
North Carolina
$1.21M +$69.4K +529 +6%
RA
249
RFG Advisory
Alabama
$1.21M +$1.21M +9,274 New
Mariner
250
Mariner
Kansas
$1.2M -$14.8K -113 -1%
8 9
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