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iShares Russell 1000 ETF
IWB

Overview Fund Activity

615 hedge funds and large institutions have $15.1B invested in iShares Russell 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 159 increasing their positions, 196 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+90
Holders Change %
+17.14%
% of All Funds
13.97%
Holding in Top 10
80
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.68%
% of All Funds
1.82%
New
110
Increased
159
Reduced
196
Closed
17
Calls
$7.69M
Puts
$2.2M
Net Calls
+$5.49M
Net Calls Change
-$1.17M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$552M
3
TSS
Two Sigma Securities
New York
$61.3M
4
Citigroup
Citigroup
New York
$132M
5
Wells Fargo
Wells Fargo
California
$299M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Goldman Sachs
Goldman Sachs
New York
$127M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.3M
4
Citadel Advisors
Citadel Advisors
Florida
$1.42M
5
LPL Financial
LPL Financial
California
$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
376
Neumann Capital Management
California
$572K +$149 +1 +0%
RP
377
Riverbridge Partners
Minnesota
$560K -$28K -188 -5%
DY
378
Dowling & Yahnke
California
$560K +$14.9K +100 +3%
CONA
379
Capital One National Association
New York
$554K – – –
AWA
380
Arete Wealth Advisors
Illinois
$554K +$61.9K +416 +13%
BP
381
BBR Partners
New York
$548K – – –
LWM
382
Lenox Wealth Management
Ohio
$541K – – –
VCM
383
Vision Capital Management
Oregon
$539K -$149 -1 -0%
GG
384
Greenwood Gearhart
Arkansas
$539K +$539K +3,626 New
SWM
385
Sequoia Wealth Management
Illinois
$537K +$537K +3,516 New
WWM
386
Wagner Wealth Management
South Carolina
$535K +$535K +3,480 New
PA
387
Planning Alternatives
Michigan
$531K -$5.64K -38 -1%
EVM
388
Eaton Vance Management
Massachusetts
$510K -$14.9K -100 -3%
BTW
389
Boston Trust Walden
Massachusetts
$510K – – –
FCH
390
Freestone Capital Holdings
Washington
$504K – – –
CC
391
Courier Capital
New York
$499K -$17.8K -120 -3%
MGIA
392
Moneta Group Investment Advisors
Missouri
$498K -$42.4K -285 -8%
HFA
393
HC Financial Advisors
California
$494K +$494K +3,325 New
BMCM
394
Bryn Mawr Capital Management
Pennsylvania
$493K – – –
CA
395
Cortland Associates
Missouri
$487K – – –
SF
396
Synovus Financial
Georgia
$480K – – –
SA
397
Strategic Advisors
New York
$474K +$4.01K +27 +0.9%
AIM
398
Aspen Investment Management
Michigan
$470K -$3.72K -25 -0.8%
GCA
399
Gradient Capital Advisors
California
$470K +$470K +3,160 New
GG
400
Gofen & Glossberg
Illinois
$462K +$66.9K +450 +17%
14 15
16
17 18