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iShares Russell 1000 ETF
IWB

Overview Fund Activity

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.25%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
2
DLIC
Daido Life Insurance Company
Japan
+$120M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$119M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$80.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$48.9M

Top Sellers

1
QI
QS Investors
New York
-$388M
2
BlackRock
BlackRock
New York
-$275M
3
Wells Fargo
Wells Fargo
California
-$69.9M
4
TSS
Two Sigma Securities
New York
-$53M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
326
Managed Account Services
Florida
$813K -$18.5K -126 -2%
DW
327
Domani Wealth
Pennsylvania
$808K -$75.4K -513 -9%
FDCC
328
Foster Dykema Cabot & Co
Massachusetts
$806K -$229K -1,560 -22%
SWP
329
Strategic Wealth Partners
Ohio
$798K -$161K -1,095 -17%
FWCM
330
Ferguson Wellman Capital Management
Oregon
$798K -$3.82K -26 -0.5%
ALIONA
331
Allianz Life Insurance of North America
Minnesota
$781K +$781K +5,316 New
DP
332
Denver PWM
Colorado
$772K +$3.35K +22 +0.4%
EA
333
Edge Advisors
Georgia
$772K +$38.2K +260 +5%
CCM
334
Coldstream Capital Management
Washington
$766K -$75.5K -514 -9%
RC
335
RegentAtlantic Capital
New Jersey
$761K – – –
Geode Capital Management
336
Geode Capital Management
Massachusetts
$760K -$769K – –
SBWM
337
Sunflower Bank Wealth Management
Arizona
$734K – – –
NB
338
Nicolet Bankshares
Wisconsin
$724K +$56.5K +385 +8%
AWS
339
AJ Wealth Strategies
New York
$722K – – –
CPO
340
Cerity Partners OCIO
New York
$710K – – –
BCP
341
Berkeley Capital Partners
Georgia
$704K +$704K +4,800 New
WAM
342
Weatherly Asset Management
California
$703K – – –
WPC
343
Waters Parkerson & Co
Louisiana
$697K -$22K -150 -3%
CMBA
344
C.M. Bidwell & Associates
Hawaii
$695K +$14K +95 +2%
I
345
IberiaBank
Louisiana
$693K -$874K -5,954 -56%
HFA
346
HC Financial Advisors
California
$681K +$193K +1,315 +40%
RCG
347
Ruggie Capital Group
Florida
$661K – – –
SPC
348
Sigma Planning Corp
Michigan
$638K -$26.9K -183 -4%
UBS AM
349
UBS AM
Illinois
$636K -$5.14K -35 -0.8%
LIC
350
Lodestar Investment Counsel
Illinois
$628K – – –
12 13
14
15 16