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iShares Russell 1000 ETF
IWB

Overview Fund Activity

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.25%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
2
DLIC
Daido Life Insurance Company
Japan
+$120M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$119M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$80.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$48.9M

Top Sellers

1
QI
QS Investors
New York
-$388M
2
BlackRock
BlackRock
New York
-$275M
3
Wells Fargo
Wells Fargo
California
-$69.9M
4
TSS
Two Sigma Securities
New York
-$53M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WMS Partners
Maryland
$2.15M – – –
TL
227
TrueWealth LLC
Georgia
$2.08M +$29.5K +201 +1%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$2.06M +$34.4K +234 +2%
ACM
229
Atlanta Capital Management
Georgia
$2.06M +$2.06M +14,006 New
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$2.02M -$1.02M -6,920 -33%
SB
231
Simmons Bank
Arkansas
$2.02M -$79.2K -539 -4%
FTIOP
232
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.95M -$290K -1,975 -13%
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94M – – –
MCM
234
Manchester Capital Management
Vermont
$1.92M – – –
SEI Investments
235
SEI Investments
Pennsylvania
$1.92M -$1.15M -7,817 -37%
BOTW
236
Bank of the West
California
$1.91M +$1.91M +13,000 New
KeyBank National Association
237
KeyBank National Association
Ohio
$1.89M -$34.2K -233 -2%
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$1.86M – – –
AI
239
Accredited Investors
Minnesota
$1.79M – – –
CA
240
Cornerstone Advisory
Maryland
$1.79M +$349K +2,375 +24%
GIA
241
Guyasuta Investment Advisors
Pennsylvania
$1.79M +$147 +1 +0%
FPCP
242
Fort Point Capital Partners
California
$1.78M -$61.5K -419 -3%
FC
243
FCA Corp
Texas
$1.78M +$182K +1,241 +11%
LA
244
Legacy Advisors
Pennsylvania
$1.77M +$501K +3,390 +39%
RWMH
245
Riverpoint Wealth Management Holdings
Illinois
$1.77M +$4.7K +32 +0.3%
EK
246
Evensky & Katz
Florida
$1.76M +$7.49K +51 +0.4%
CT
247
Coastline Trust
Rhode Island
$1.75M -$96.2K -655 -5%
HPC
248
Hobart Private Capital
North Carolina
$1.74M +$801K +5,455 +86%
Two Sigma Advisers
249
Two Sigma Advisers
New York
$1.72M -$1.62M -11,000 -48%
NC
250
NewSquare Capital
Pennsylvania
$1.68M +$109K +740 +7%
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