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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 %
CA
351
Cortland Associates
Missouri
$443K – – –
CIC
352
Carnegie Investment Counsel
Ohio
$438K – – –
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$432K +$42.1K +311 +11%
AIM
354
Aspen Investment Management
Michigan
$431K – – –
MGIA
355
Moneta Group Investment Advisors
Missouri
$427K +$216K +1,601 +103%
TI
356
Truepoint Inc
Ohio
$419K +$419K +3,045 New
GA
357
Geller Advisors
New York
$419K +$419K +3,100 New
Legal & General Group
358
Legal & General Group
United Kingdom
$418K -$588K -4,350 -58%
CB
359
Chemical Bank
Michigan
$413K -$52K -385 -11%
IC
360
InterOcean Capital
Illinois
$409K – – –
YWP
361
YorkBridge Wealth Partners
New York
$408K – – –
PAS
362
Park Avenue Securities
New York
$408K +$408K +3,008 New
MLIC
363
Mandatum Life Insurance Company
Finland
$407K – – –
FMBTD
364
First Midwest Bank Trust Division
Illinois
$405K -$78.5K -580 -16%
CWM
365
Concentric Wealth Management
California
$396K – – –
OC
366
Oppenheimer & Co
New York
$388K -$6.63K -49 -2%
CWM
367
Calamos Wealth Management
Illinois
$378K -$27.2K -201 -7%
ZIC
368
ZWJ Investment Counsel
Georgia
$374K -$188K -1,393 -34%
GG
369
Gofen & Glossberg
Illinois
$373K – – –
WA
370
Waverly Advisors
Alabama
$372K -$17.4K -129 -4%
WCM
371
Wealthcare Capital Management
Virginia
$372K – – –
LPT
372
Legacy Private Trust
Wisconsin
$371K – – –
SCA
373
STALEY CAPITAL ADVISERS
Pennsylvania
$371K – – –
GC
374
Garde Capital
Washington
$368K +$93.2K +689 +34%
CCT
375
Country Club Trust
Missouri
$364K -$1.33M -9,806 -79%
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