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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 %
I
326
IberiaBank
Louisiana
$559K -$86K -636 -13%
PPCM
327
Pillar Pacific Capital Management
California
$551K +$32.7K +242 +6%
LWM
328
Lenox Wealth Management
Ohio
$541K -$95K -703 -15%
LIM
329
Leavell Investment Management
Alabama
$541K – – –
SFP
330
Shepherd Financial Partners
Massachusetts
$538K – – –
RP
331
Riverbridge Partners
Minnesota
$536K -$34K -251 -6%
AIM
332
Acropolis Investment Management
Missouri
$533K -$46K -340 -8%
APSP
333
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K -$17.9K -132 -3%
NCM
334
Neumann Capital Management
California
$521K -$44K -325 -8%
SPC
335
Sigma Planning Corp
Michigan
$520K +$15.6K +115 +3%
SA
336
Strategic Advisors
New York
$508K – – –
CONA
337
Capital One National Association
New York
$504K -$176K -1,305 -26%
EVM
338
Eaton Vance Management
Massachusetts
$498K -$156K -1,150 -24%
BP
339
BBR Partners
New York
$498K – – –
DY
340
Dowling & Yahnke
California
$496K – – –
PA
341
Planning Alternatives
Michigan
$495K -$1.08K -8 -0.2%
VCM
342
Vision Capital Management
Oregon
$492K -$6.77K -50 -1%
PP
343
Palladium Partners
Virginia
$488K – – –
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$477K -$94.6K -699 -17%
CC
345
Courier Capital
New York
$471K +$471K +3,480 New
BTW
346
Boston Trust Walden
Massachusetts
$464K – – –
HIS
347
Horizon Investment Services
Indiana
$463K +$22.2K +164 +5%
AIA
348
Allegis Investment Advisors
Idaho
$462K +$462K +3,416 New
FCH
349
Freestone Capital Holdings
Washington
$459K – – –
USAA
350
United Services Automobile Association
Texas
$452K -$270M -1,999,254 -100%
12 13
14
15 16