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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
+$75.8M
2
PPA
Parametric Portfolio Associates
Washington
+$75.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$43.7M
4
QI
QS Investors
New York
+$37.9M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$454M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$182M
3
TF
TIAA FSB
Florida
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$111M
5
JHU
Johns Hopkins University
Maryland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
SigFig Wealth Management
California
$2.38M +$355K +2,258 +18%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$2.36M +$1.99M +8,217 +543%
WP
253
WMS Partners
Maryland
$2.31M +$8.5K +54 +0.4%
FA
254
FCG Advisors
New Jersey
$2.3M +$12.6K +80 +0.6%
FIM
255
Fernwood Investment Management
Massachusetts
$2.27M -$94.1K -598 -4%
AI
256
Accredited Investors
Minnesota
$2.24M +$96.1K +611 +4%
CWM
257
Cranbrook Wealth Management
Michigan
$2.13M – – –
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M – – –
HPC
259
Hobart Private Capital
North Carolina
$2.06M -$137K -871 -6%
SB
260
Simmons Bank
Arkansas
$2.04M -$571K -3,629 -22%
CS
261
Credit Suisse
Switzerland
$2.01M -$6.21M -39,462 -76%
TPWA
262
TRUE Private Wealth Advisors
Oregon
$1.98M -$338K -2,148 -15%
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$1.98M – – –
APG
264
Abacus Planning Group
South Carolina
$1.97M -$15.4K -98 -0.8%
State Street
265
State Street
Massachusetts
$1.95M -$581K -3,694 -23%
AllianceBernstein
266
AllianceBernstein
Tennessee
$1.95M -$28.3K -180 -1%
Truist Financial
267
Truist Financial
North Carolina
$1.92M -$18.7K -119 -1%
RWMH
268
Riverpoint Wealth Management Holdings
Illinois
$1.92M +$5.19K +33 +0.3%
GIA
269
GHP Investment Advisors
Colorado
$1.91M +$33.8K +215 +2%
PA
270
Parallel Advisors
California
$1.91M -$21.7K -138 -1%
EK
271
Evensky & Katz
Florida
$1.89M -$18.9K -120 -1%
CG
272
Corundum Group
Colorado
$1.88M -$1.77M -11,239 -48%
WKWM
273
Walter & Keenan Wealth Management
Indiana
$1.88M -$1.91M -12,142 -50%
GIA
274
Guyasuta Investment Advisors
Pennsylvania
$1.87M – – –
BMCM
275
Bryn Mawr Capital Management
Pennsylvania
$1.87M -$292K -1,858 -14%
9 10
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