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iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17B invested in iShares Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 223 increasing their positions, 262 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+102
Holders Change %
+14.27%
% of All Funds
16.13%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
137
Increased
223
Reduced
262
Closed
26
Calls
$1.57M
Puts
$1.96M
Net Calls
-$396K
Net Calls Change
-$16.1M

Top Buyers

1
QI
QS Investors
New York
$887M
2
Bank of America
Bank of America
North Carolina
$742M
3
Truist Financial
Truist Financial
North Carolina
$74.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.16B
5
HighTower Advisors
HighTower Advisors
Illinois
$70.2M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
BlackRock
BlackRock
New York
$1.19B
3
PFG
Pacific Financial Group
Washington
$721K
4
Axa
Axa
France
$0
5
PPA
Parametric Portfolio Associates
Washington
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$4.69M +$18.2K +102 +0.4%
TPCW
227
TD Private Client Wealth
New York
$4.66M +$4.66M +26,143 New
FB
228
Fulton Bank
Pennsylvania
$4.61M -$528K -2,958 -10%
ITIM
229
Indiana Trust & Investment Management
Indiana
$4.55M – – –
PCMC
230
Private Capital Management (Colorado)
Colorado
$4.44M – – –
FPCP
231
Fort Point Capital Partners
California
$4.44M -$7.14K -40 -0.2%
CWA
232
Capital Wealth Alliance
Arizona
$4.42M +$4.42M +24,765 New
SWP
233
Summit Wealth Partners
Florida
$4.36M +$4.36M +24,456 New
VFA
234
Valeo Financial Advisors
Indiana
$4.34M -$58.3K -327 -1%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$4.3M +$1.61M +9,048 +60%
NIA
236
Northstar Investment Advisors
Colorado
$4.15M -$33.2K -186 -0.8%
CA
237
Clearstead Advisors
Ohio
$4.12M +$3.39K +19 +0.1%
Cerity Partners
238
Cerity Partners
New York
$4.1M +$97.1K +544 +2%
AWM
239
AE Wealth Management
Kansas
$4.08M +$3.18M +17,817 +352%
CF
240
Corrigan Financial
Rhode Island
$3.83M -$113K -633 -3%
CIC
241
Chilton Investment Company
Connecticut
$3.79M – – –
AAS
242
Avantax Advisory Services
Texas
$3.75M +$3.45M +19,313 +1,124%
NC
243
NewSquare Capital
Pennsylvania
$3.71M +$59.8K +335 +2%
RBC
244
Roble Belko & Company
Pennsylvania
$3.66M -$53.7K -301 -1%
KA
245
Klingman & Associates
New York
$3.57M +$7.14K +40 +0.2%
PBO
246
Peoples Bank (Ohio)
Ohio
$3.49M -$117K -653 -3%
MCM
247
MV Capital Management
Maryland
$3.48M -$31.2K -175 -0.9%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$3.46M +$229K +1,283 +7%
MG
249
McCutchen Group
Washington
$3.43M +$26K +146 +0.8%
HPC
250
HM Payson & Co
Maine
$3.39M +$12.5K +70 +0.4%
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