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iShares Russell 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
276
TRUE Private Wealth Advisors
Oregon
$2.74M -$21.4K -120 -0.8%
CWM
277
Confluence Wealth Management
Oregon
$2.68M
PFM
278
Phillips Financial Management
Indiana
$2.64M -$26.4K -148 -1%
CCM
279
Covington Capital Management
California
$2.63M -$11.8K -66 -0.4%
TL
280
TrueWealth LLC
Georgia
$2.62M -$147K -826 -5%
WP
281
WMS Partners
Maryland
$2.62M
LA
282
Legacy Advisors
Pennsylvania
$2.58M -$74K -415 -3%
FIM
283
Fernwood Investment Management
Massachusetts
$2.58M
CWM
284
Cranbrook Wealth Management
Michigan
$2.57M -$52.6K -295 -2%
FA
285
FCG Advisors
New Jersey
$2.55M -$98.5K -552 -4%
AI
286
Accredited Investors
Minnesota
$2.55M +$12.7K +71 +0.5%
CWP
287
CFM Wealth Partners
Texas
$2.55M +$2.55M +13,877 New
TEE
288
Tibra Equities Europe
United Kingdom
$2.49M +$2.49M +13,958 New
MIAN
289
Mariner Independent Advisor Network
Kansas
$2.47M +$245K +1,374 +11%
GG
290
GenWealth Group
New Jersey
$2.45M -$3.39K -19 -0.1%
ACM
291
Atlanta Capital Management
Georgia
$2.42M +$2.19M +12,263 +960%
MAFM
292
Mid Atlantic Financial Management
Pennsylvania
$2.4M +$1.79M +10,033 +294%
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.36M
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$2.36M
Kayne Anderson Rudnick Investment Management
295
Kayne Anderson Rudnick Investment Management
California
$2.36M -$46.2K -259 -2%
CWM
296
Cahaba Wealth Management
Georgia
$2.35M -$806K -4,516 -26%
PA
297
Parallel Advisors
California
$2.34M -$9.28K -52 -0.4%
CIA
298
Choate Investment Advisors
Massachusetts
$2.32M -$859K -4,817 -27%
SWM
299
SigFig Wealth Management
California
$2.31M -$166K -933 -7%
MYIA
300
Mount Yale Investment Advisors
Colorado
$2.27M -$625K -3,500 -22%