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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
351
Mount Yale Investment Advisors
Colorado
$1.07M -$1.86M -12,315 -63%
RCM
352
RNC Capital Management
California
$1.06M +$1.06M +7,625 New
TW
353
TrinityPoint Wealth
Connecticut
$1.05M +$1.05M +7,594 New
QAM
354
Questar Asset Management
Minnesota
$1.05M +$1.05M +7,540 New
BFM
355
Broadview Financial Management
Wisconsin
$1.03M +$1.03M +7,451 New
AC
356
Abbrea Capital
California
$1.03M – – –
GAM
357
Gemmer Asset Management
California
$1.03M +$52.7K +380 +5%
MIH
358
Madison Investment Holdings
Wisconsin
$991K +$991K +7,147 New
DPI
359
Diversified Portfolios Inc
Michigan
$986K -$9.71K -70 -1%
ADL
360
Asset Dedication LLC
California
$985K +$37K +267 +4%
MBT
361
Montecito Bank & Trust
California
$970K +$9.02K +65 +0.9%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$955K -$25.7K -185 -3%
UAS
363
United Asset Strategies
New York
$952K -$71.3K -514 -7%
SCM
364
Stordahl Capital Management
Colorado
$947K -$140K -1,008 -13%
HWA
365
Heritage Wealth Advisors
Virginia
$943K +$943K +6,800 New
NPF
366
Norris Perne & French
Michigan
$942K -$3.88K -28 -0.4%
EWA
367
EP Wealth Advisors
California
$935K +$935K +6,741 New
HTC
368
Haverford Trust Company
Pennsylvania
$921K +$692K +4,995 +303%
TF
369
TimeScale Financial
Massachusetts
$920K +$920K +6,637 New
MAS
370
Managed Account Services
Florida
$919K +$7.84K +53 +0.9%
WF
371
Welch & Forbes
Massachusetts
$918K – – –
FAM
372
Flaharty Asset Management
Florida
$897K -$43.4K -313 -5%
FLPIM
373
F.L. Putnam Investment Management
Massachusetts
$896K +$286K +2,062 +47%
SHGA
374
Sand Hill Global Advisors
California
$890K – – –
PWPS
375
Pinnacle Wealth Planning Services
Ohio
$888K +$482K +3,479 +119%
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15
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