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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
+$275M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$91.6M
3
AC
Allstate Corporation
Illinois
+$60.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.5M
5
MLFP
MPS Loria Financial Planners
Illinois
+$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$477M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$160M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
DLIC
Daido Life Insurance Company
Japan
-$45M
5
CS
Credit Suisse
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
351
Arcus Capital Partners
Georgia
$677K +$677K +4,185 New
VBFG
352
Vishria Bird Financial Group
Tennessee
$676K – – –
FNT
353
First National Trust
Pennsylvania
$672K – – –
HCM
354
Hollencrest Capital Management
California
$671K – – –
VOYA Investment Management
355
VOYA Investment Management
Georgia
$670K -$2.15M -13,328 -76%
RPGK
356
Retirement Planning Group (Kansas)
Kansas
$667K -$4.04K -25 -0.6%
BFS
357
Bradley Foster & Sargent
Connecticut
$656K -$20.2K -125 -3%
LIM
358
Leavell Investment Management
Alabama
$650K – – –
HIS
359
Horizon Investment Services
Indiana
$648K -$2.75K -17 -0.4%
NI
360
NFC Investments
Tennessee
$643K – – –
SFP
361
Shepherd Financial Partners
Massachusetts
$635K – – –
PP
362
Palladium Partners
Virginia
$626K – – –
NCM
363
Neumann Capital Management
California
$623K – – –
RP
364
Riverbridge Partners
Minnesota
$619K – – –
CWM
365
Confluence Wealth Management
Oregon
$618K – – –
UBS AM
366
UBS AM
Illinois
$615K -$84.7K -524 -12%
S
367
SignatureFD
Georgia
$614K – – –
APSP
368
Asset Planning Services (Pennsylvania)
Pennsylvania
$611K -$623 -4 -0.1%
HW
369
Hancock Whitney
Mississippi
$603K +$603K +3,727 New
CMBA
370
C.M. Bidwell & Associates
Hawaii
$600K -$165K -1,020 -22%
LNC
371
Lincoln National Corp
Pennsylvania
$599K +$808 +5 +0.1%
BP
372
BBR Partners
New York
$596K -$226K -1,400 -28%
VCM
373
Vision Capital Management
Oregon
$586K – – –
PAM
374
Palisade Asset Management
Minnesota
$579K -$31.9K -197 -5%
GCA
375
Gradient Capital Advisors
California
$579K +$67.8K +419 +13%
13 14
15
16 17