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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
301
Regal Wealth Group
California
$1.5M +$971 +7 +0.1%
NCM
302
Next Capital Management
New York
$1.49M +$1.49M +12,671 New
RPG
303
Resource Planning Group
Georgia
$1.49M -$838K -6,044 -36%
SFG
304
Sage Financial Group
Pennsylvania
$1.48M +$1.48M +10,688 New
WCF
305
West Coast Financial
California
$1.46M +$111K +800 +8%
AI
306
Atria Investments
North Carolina
$1.45M +$1.45M +10,439 New
SF
307
Summit Financial
New Jersey
$1.44M +$1.44M +10,404 New
HWA
308
Hillcrest Wealth Advisors
New Jersey
$1.43M +$1.43M +10,320 New
IC
309
Intersect Capital
California
$1.43M – – –
NS
310
NewDay Solutions
New Hampshire
$1.41M +$1.41M +10,179 New
CAW
311
Cornerstone Advisors (Washington)
Washington
$1.4M – – –
PL
312
Plancorp LLC
Missouri
$1.39M – – –
WSFS
313
Wilmington Savings Fund Society
Delaware
$1.39M +$1.21M +8,697 +665%
CT
314
Coastline Trust
Rhode Island
$1.37M -$7.63K -55 -0.6%
AIM
315
Acropolis Investment Management
Missouri
$1.35M +$885K +6,380 +192%
KeyBank National Association
316
KeyBank National Association
Ohio
$1.34M -$123K -885 -8%
CA
317
Cetera Advisors
Colorado
$1.32M -$153K -1,103 -10%
CPIG
318
Chicago Partners Investment Group
Illinois
$1.32M – – –
GC
319
Garde Capital
Washington
$1.29M – – –
Renaissance Technologies
320
Renaissance Technologies
New York
$1.29M +$1.29M +9,300 New
AWM
321
AE Wealth Management
Kansas
$1.28M -$799K -5,757 -38%
SS
322
Simplicity Solutions
Minnesota
$1.28M +$29.8K +215 +2%
EAM
323
Evanson Asset Management
California
$1.28M – – –
UFF
324
USA Financial Formulas
Michigan
$1.27M +$191K +1,179 +18%
PWM
325
Perigon Wealth Management
California
$1.27M +$1.27M +8,580 New
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