IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 173 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
16.53%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
2.08%
New
73
Increased
173
Reduced
355
Closed
42
Calls
$4.25M
Puts
$1.51M
Net Calls
+$2.74M
Net Calls Change
+$233K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B
2
BlackRock
BlackRock
New York
$1.18B
3
BF
BOK Financial
Oklahoma
$353M
4
RCIM
Red Cedar Investment Management
Michigan
$74.3M
5
CCFM
Clear Creek Financial Management
Washington
$31.9M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$668M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.16B
3
MRC
Millburn Ridgefield Corp
New York
$198M
4
CCA
Catalyst Capital Advisors
New York
$198M
5
MTB
Mizuho Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
251
Laurel Wealth Advisors (California)
California
$3.57M +$253K +1,350 +8%
Cerity Partners
252
Cerity Partners
New York
$3.56M +$48.3K +258 +1%
AssetMark Inc
253
AssetMark Inc
California
$3.52M +$3.47M +18,560 +7,336%
MG
254
McCutchen Group
Washington
$3.47M +$14K +75 +0.4%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$3.34M +$162K +868 +5%
LGWM
256
Litman Gregory Wealth Management
California
$3.34M +$25.6K +137 +0.8%
HCIA
257
Hochman Cole Investment Advisors
Illinois
$3.31M -$66.2K -354 -2%
MFT
258
Moisand Fitzgerald Tamayo
Florida
$3.31M -$71.1K -380 -2%
HCA
259
Harbour Capital Advisors
Virginia
$3.3M – – –
CWM
260
Cranbrook Wealth Management
Michigan
$3.23M -$3.56K -19 -0.1%
CF
261
Corrigan Financial
Rhode Island
$3.18M -$135K -723 -4%
PBO
262
Peoples Bank (Ohio)
Ohio
$3.18M -$37.4K -200 -1%
EPWM
263
Essex Private Wealth Management
Massachusetts
$3.13M -$39.1K -209 -1%
CWA
264
Capital Wealth Alliance
Arizona
$3.12M +$110K +588 +4%
FWM
265
Frontier Wealth Management
Missouri
$3.06M -$96.7K -517 -3%
MFG
266
Magnus Financial Group
New York
$3.02M – – –
F
267
Filament
Washington
$2.95M -$187 -1 -0%
EAM
268
Evanson Asset Management
California
$2.86M -$55.2K -295 -2%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$2.84M -$144K -768 -5%
TK
270
TIAA Kaspick
Massachusetts
$2.84M – – –
SWM
271
SigFig Wealth Management
California
$2.81M -$44.9K -242 -2%
LA
272
Legacy Advisors
Pennsylvania
$2.79M +$98.6K +527 +4%
CMBA
273
C.M. Bidwell & Associates
Hawaii
$2.77M – – –
WP
274
WMS Partners
Maryland
$2.75M – – –
OR
275
Olympiad Research
Connecticut
$2.73M +$2.39M +12,795 +710%
9 10
11
12 13