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iShares Russell 1000 ETF
IWB

Overview Fund Activity

525 hedge funds and large institutions have $14.1B invested in iShares Russell 1000 ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 162 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+6
Holders Change %
+1.16%
% of All Funds
13.11%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
37
Increased
162
Reduced
186
Closed
27
Calls
$8.76M
Puts
$2.1M
Net Calls
+$6.66M
Net Calls Change
+$3.58M

Top Buyers

1
AC
Allstate Corporation
Illinois
$237M
2
DILIC
Dai-ichi Life Insurance Company
Japan
$98.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$444M
4
Goldman Sachs
Goldman Sachs
New York
$202M
5
Citadel Advisors
Citadel Advisors
Florida
$33.1M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$159M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$147M
3
Morgan Stanley
Morgan Stanley
New York
$155M
4
Citigroup
Citigroup
New York
$69.6M
5
CSIA
Charles Schwab Investment Advisory
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Waverly Advisors
Alabama
$385K – – –
SCA
377
STALEY CAPITAL ADVISERS
Pennsylvania
$384K – – –
OC
378
Oppenheimer & Co
New York
$383K -$18.5K -132 -5%
LPT
379
Legacy Private Trust
Wisconsin
$383K – – –
Verition Fund Management
380
Verition Fund Management
Connecticut
$383K +$383K +2,741 New
CCT
381
Country Club Trust
Missouri
$375K -$700 -5 -0.2%
KTC
382
Kistler-Tiffany Companies
Pennsylvania
$373K – – –
JIC
383
Joel Isaacson & Co
New York
$373K – – –
CWM
384
Calamos Wealth Management
Illinois
$372K -$18.9K -135 -5%
GG
385
Gofen & Glossberg
Illinois
$372K -$14.7K -105 -4%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$366K -$978 -7 -0.3%
FBFS
387
First Business Financial Services
Wisconsin
$364K – – –
CAL
388
Capital Advisors Ltd
Ohio
$363K -$10.2K -73 -3%
DDPIC
389
Deroy & Devereaux Private Investment Counsel
Michigan
$361K – – –
SWA
390
SFMG Wealth Advisors
Texas
$358K – – –
BMO
391
Beck Mack & Oliver
New York
$353K – – –
ERIM
392
Eagle Ridge Investment Management
Connecticut
$352K +$76.3K +546 +28%
SFA
393
Sequoia Financial Advisors
Ohio
$350K – – –
SWM
394
Segment Wealth Management
Texas
$341K – – –
AAS
395
Annex Advisory Services
Wisconsin
$338K +$140 +1 +0%
LNC
396
Lincoln National Corp
Pennsylvania
$338K +$113K +805 +50%
EP
397
Edgestream Partners
New Jersey
$334K -$369K -2,643 -53%
LP
398
LGL Partners
Pennsylvania
$334K +$2.94K +21 +0.9%
CAI
399
Capital Advisors Inc
Oklahoma
$324K -$10.9K -78 -3%
BA
400
Bristlecone Advisors
Washington
$323K +$980 +7 +0.3%
14 15
16
17 18