IWB icon

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 %
BP
376
BBR Partners
New York
$541K – – –
DY
377
Dowling & Yahnke
California
$539K -$14.7K -100 -3%
LWM
378
Lenox Wealth Management
Ohio
$535K – – –
GG
379
Greenwood Gearhart
Arkansas
$532K -$735 -5 -0.1%
VCM
380
Vision Capital Management
Oregon
$532K – – –
BTW
381
Boston Trust Walden
Massachusetts
$504K – – –
FCH
382
Freestone Capital Holdings
Washington
$498K – – –
WWM
383
Wagner Wealth Management
South Carolina
$496K -$14.7K -100 -3%
SWM
384
Sequoia Wealth Management
Illinois
$492K -$24.4K -166 -5%
MGIA
385
Moneta Group Investment Advisors
Missouri
$492K – – –
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$486K -$169K -1,154 -26%
WIC
387
Whitegate Investment Counselors
New Hampshire
$481K -$1.42M -9,673 -75%
CA
388
Cortland Associates
Missouri
$481K – – –
SF
389
Synovus Financial
Georgia
$480K +$6.02K +41 +1%
AWA
390
Arete Wealth Advisors
Illinois
$475K -$72.6K -494 -13%
SA
391
Strategic Advisors
New York
$471K +$2.06K +14 +0.4%
Legal & General Group
392
Legal & General Group
United Kingdom
$465K -$261K -1,775 -36%
GCA
393
Gradient Capital Advisors
California
$464K – – –
MWM
394
Mission Wealth Management
California
$459K +$36.1K +246 +9%
RA
395
RFG Advisory
Alabama
$458K -$4.95M -33,655 -92%
LNC
396
Lincoln National Corp
Pennsylvania
$458K -$448K -3,050 -49%
AIM
397
Aspen Investment Management
Michigan
$450K -$14.7K -100 -3%
CC
398
Courier Capital
New York
$443K -$49.9K -340 -10%
QAM
399
QCI Asset Management
New York
$433K +$433K +2,946 New
CWM
400
Calamos Wealth Management
Illinois
$432K -$25K -170 -5%
14 15
16
17 18