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iShares Russell 1000 ETF
IWB

Overview Fund Activity

699 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+9
Holders Change %
+1.3%
% of All Funds
15.21%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.96%
New
48
Increased
216
Reduced
242
Closed
32
Calls
$18.4M
Puts
$2.82M
Net Calls
+$15.6M
Net Calls Change
+$14.2M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$403M
2
DLIC
Daido Life Insurance Company
Japan
$286M
3
TF
TIAA FSB
Florida
$180M
4
HHGA
Halbert Hargrove Global Advisors
California
$101M
5
QI
QS Investors
New York
$494M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$97.9M
2
BlackRock
BlackRock
New York
$1.12B
3
PPA
Parametric Portfolio Associates
Washington
$49M
4
SFM
Soros Fund Management
New York
$42.8M
5
Morgan Stanley
Morgan Stanley
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
251
HRT Financial
New York
$2.55M +$2.55M +15,663 New
TPWA
252
TRUE Private Wealth Advisors
Oregon
$2.52M +$475K +2,918 +23%
SWM
253
SigFig Wealth Management
California
$2.48M +$21K +129 +0.9%
PFM
254
Phillips Financial Management
Indiana
$2.47M -$75.5K -460 -3%
TL
255
TrueWealth LLC
Georgia
$2.47M -$25.4K -156 -1%
CWM
256
Confluence Wealth Management
Oregon
$2.44M -$280K -1,721 -10%
LA
257
Legacy Advisors
Pennsylvania
$2.42M -$2.42M -14,853 -50%
CCM
258
Covington Capital Management
California
$2.41M -$81.4K -500 -3%
FWM
259
Frontier Wealth Management
Missouri
$2.4M +$533K +3,275 +29%
CWM
260
Cranbrook Wealth Management
Michigan
$2.39M +$189K +1,164 +9%
WP
261
WMS Partners
Maryland
$2.39M – – –
FA
262
FCG Advisors
New Jersey
$2.38M – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$2.36M – – –
FIM
264
Fernwood Investment Management
Massachusetts
$2.35M – – –
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$2.32M +$480K +2,950 +26%
AI
266
Accredited Investors
Minnesota
$2.32M – – –
GG
267
GenWealth Group
New Jersey
$2.27M -$598K -3,627 -21%
LWCFA
268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.15M – – –
SB
269
Simmons Bank
Arkansas
$2.11M -$4.07K -25 -0.2%
Truist Financial
270
Truist Financial
North Carolina
$2.08M +$91K +559 +5%
B
271
Brightworth
Georgia
$2.05M -$1.06M -6,536 -34%
PA
272
Parallel Advisors
California
$2.05M +$75.4K +463 +4%
APG
273
Abacus Planning Group
South Carolina
$2.04M – – –
State Street
274
State Street
Massachusetts
$2.02M -$1.47K -9 -0.1%
HPC
275
Hobart Private Capital
North Carolina
$2.01M -$120K -740 -6%
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