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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 %
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$628K +$1.76K +12 +0.3%
RPGK
352
Retirement Planning Group (Kansas)
Kansas
$627K -$128K -870 -17%
JIR
353
James Investment Research
Ohio
$624K -$568K -3,870 -48%
SMC
354
Smith, Moore & Co
Missouri
$623K +$8.67K +59 +1%
BFS
355
Bradley Foster & Sargent
Connecticut
$614K -$112K -760 -15%
CWM
356
Confluence Wealth Management
Oregon
$605K -$50.9K -347 -8%
HIS
357
Horizon Investment Services
Indiana
$599K +$8.52K +58 +1%
AIM
358
Acropolis Investment Management
Missouri
$593K – – –
STMM
359
South Texas Money Management
Texas
$590K -$149K -1,014 -20%
MWAC
360
Mariner Wealth Advisors (Cincinnati)
Ohio
$588K +$18.4K +125 +3%
LIM
361
Leavell Investment Management
Alabama
$587K – – –
SFP
362
Shepherd Financial Partners
Massachusetts
$586K -$9.69K -66 -2%
NI
363
NFC Investments
Tennessee
$584K – – –
APSP
364
Asset Planning Services (Pennsylvania)
Pennsylvania
$576K -$6.75K -46 -1%
RP
365
Riverbridge Partners
Minnesota
$572K +$19.1K +130 +3%
NPF
366
Norris Perne & French
Michigan
$569K -$22.9K -156 -4%
PP
367
Palladium Partners
Virginia
$568K – – –
NCM
368
Neumann Capital Management
California
$566K +$147 +1 +0%
S
369
SignatureFD
Georgia
$560K -$69K -470 -11%
PAM
370
Palisade Asset Management
Minnesota
$555K -$23.5K -160 -4%
LS
371
Lattice Strategies
Pennsylvania
$554K -$88.1K -600 -14%
AFP
372
Ausdal Financial Partners
Iowa
$553K -$96K -654 -15%
CONA
373
Capital One National Association
New York
$547K – – –
BMCM
374
Bryn Mawr Capital Management
Pennsylvania
$547K +$29.6K +202 +6%
Verition Fund Management
375
Verition Fund Management
Connecticut
$544K -$117K -797 -18%
13 14
15
16 17