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iShares Russell 1000 ETF
IWB

Overview Fund Activity

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$283M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$82.4M
3
MRC
Millburn Ridgefield Corp
New York
+$72.3M
4
CCA
Catalyst Capital Advisors
New York
+$72.3M
5
M&T Bank
M&T Bank
New York
+$62.7M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$1.29B
2
USAA
United Services Automobile Association
Texas
-$270M
3
CG
Cutler Group
California
-$47.6M
4
BlackRock
BlackRock
New York
-$42.9M
5
MSWM
Mader & Shannon Wealth Management
Missouri
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
301
RegentAtlantic Capital
New Jersey
$747K +$46.4K +343 +7%
AFP
302
Ausdal Financial Partners
Iowa
$745K +$309K +2,283 +71%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$738K – – –
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$732K -$42.7K -316 -6%
IC
305
Intersect Capital
California
$725K +$378K +2,794 +109%
S
306
SignatureFD
Georgia
$724K +$53.7K +397 +8%
Geode Capital Management
307
Geode Capital Management
Massachusetts
$700K -$679K – –
EP
308
Edgestream Partners
New Jersey
$681K +$346K +2,554 +103%
SBWM
309
Sunflower Bank Wealth Management
Arizona
$676K +$676K +5,000 New
AWS
310
AJ Wealth Strategies
New York
$665K – – –
WPC
311
Waters Parkerson & Co
Louisiana
$662K – – –
CPO
312
Cerity Partners OCIO
New York
$654K -$35.8K -265 -5%
WAM
313
Weatherly Asset Management
California
$653K +$17.4K +129 +3%
FC
314
Forte Capital
New York
$636K +$120K +885 +23%
CWM
315
Confluence Wealth Management
Oregon
$630K -$4.33K -32 -0.7%
SMC
316
Smith, Moore & Co
Missouri
$624K +$4.87K +36 +0.8%
LS
317
Lattice Strategies
Pennsylvania
$611K – – –
RCG
318
Ruggie Capital Group
Florida
$609K – – –
UBS AM
319
UBS AM
Illinois
$590K +$7.17K +53 +1%
CCM
320
Coldstream Capital Management
Washington
$583K +$78.3K +579 +16%
MWAC
321
Mariner Wealth Advisors (Cincinnati)
Ohio
$582K +$191K +1,414 +49%
LIC
322
Lodestar Investment Counsel
Illinois
$578K – – –
EA
323
Edge Advisors
Georgia
$572K +$89.5K +662 +19%
NPF
324
Norris Perne & French
Michigan
$565K -$43.3K -320 -7%
NB
325
Nicolet Bankshares
Wisconsin
$565K +$162K +1,195 +40%
11 12
13
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