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iShares Russell 1000 ETF
IWB

Overview Fund Activity

772 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 299 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-45
Holders Change %
-5.51%
% of All Funds
17.05%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
2.34%
New
63
Increased
223
Reduced
299
Closed
95
Calls
$7.41M
Puts
$1.15M
Net Calls
+$6.25M
Net Calls Change
+$6.65M

Top Buyers

1
M&T Bank
M&T Bank
New York
+$452M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
3
BlackRock
BlackRock
New York
+$270M
4
CFA
Capstone Financial Advisors
Illinois
+$121M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$71.6M

Top Sellers

1
QI
QS Investors
New York
-$395M
2
NLI
Nippon Life Insurance
Japan
-$328M
3
AC
Allstate Corporation
Illinois
-$143M
4
HHGA
Halbert Hargrove Global Advisors
California
-$83.8M
5
Citigroup
Citigroup
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$2.29M -$944K -6,671 -29%
RFC
277
Regions Financial Corp
Alabama
$2.29M -$50.5K -357 -2%
OPS
278
Orion Portfolio Solutions
Nebraska
$2.27M +$2.12M +14,961 +1,437%
EPWM
279
Essex Private Wealth Management
Massachusetts
$2.24M -$325K -2,294 -13%
TK
280
TIAA Kaspick
Massachusetts
$2.24M – – –
EAM
281
Evanson Asset Management
California
$2.2M – – –
MAFM
282
Mid Atlantic Financial Management
Pennsylvania
$2.13M +$225K +1,592 +12%
WP
283
WMS Partners
Maryland
$2.08M – – –
FA
284
FCG Advisors
New Jersey
$2.06M +$37.6K +266 +2%
FIM
285
Fernwood Investment Management
Massachusetts
$2.04M -$5.66K -40 -0.3%
LA
286
Legacy Advisors
Pennsylvania
$2.03M -$9.06K -64 -0.4%
AI
287
Accredited Investors
Minnesota
$2.02M – – –
FM
288
Forward Management
California
$2.02M +$1.49M +10,507 +282%
TPWA
289
TRUE Private Wealth Advisors
Oregon
$1.98M -$199K -1,408 -9%
CWM
290
Cranbrook Wealth Management
Michigan
$1.95M -$85.6K -605 -4%
ACA
291
Aptus Capital Advisors
Alabama
$1.95M +$983K +6,949 +101%
FCBT
292
First Citizens Bank & Trust
North Carolina
$1.95M +$1.37M +9,680 +237%
CWP
293
CFM Wealth Partners
Texas
$1.94M -$21.1K -149 -1%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$1.94M +$1.94M +13,685 New
PFM
295
Phillips Financial Management
Indiana
$1.93M -$72.9K -539 -4%
TL
296
TrueWealth LLC
Georgia
$1.92M -$155K -1,093 -7%
TPCW
297
TD Private Client Wealth
New York
$1.91M -$1.79M -12,646 -48%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M – – –
HB
299
Homrich & Berg
Georgia
$1.87M +$1.52M +10,727 +437%
Lazard Asset Management
300
Lazard Asset Management
New York
$1.86M +$1.73M +12,257 +1,417%
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