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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
+$75.8M
2
PPA
Parametric Portfolio Associates
Washington
+$75.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$43.7M
4
QI
QS Investors
New York
+$37.9M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$454M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$182M
3
TF
TIAA FSB
Florida
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$111M
5
JHU
Johns Hopkins University
Maryland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
376
Alexandria Capital
Virginia
$843K -$13.7K -87 -2%
SS
377
Simplicity Solutions
Minnesota
$835K -$620K -3,939 -43%
NCM
378
Neumann Capital Management
California
$828K -$35.5K -226 -4%
ECG
379
Edge Capital Group
Georgia
$818K – – –
Geode Capital Management
380
Geode Capital Management
Massachusetts
$814K -$717K – –
DC
381
Davenport & Co
Virginia
$810K -$37.3K -237 -4%
HIS
382
Horizon Investment Services
Indiana
$809K +$19.8K +126 +3%
LFWA
383
LBJ Family Wealth Advisors
Texas
$805K +$3.3K +21 +0.4%
CCG
384
Cypress Capital Group
Florida
$804K – – –
MRCM
385
M&R Capital Management
New Jersey
$800K – – –
DP
386
Denver PWM
Colorado
$796K +$3.21K +20 +0.4%
IA
387
IFP Advisors
Florida
$795K -$466K -2,954 -37%
WB
388
WesBanco Bank
West Virginia
$793K +$503K +3,199 +174%
PWMG
389
Prestige Wealth Management Group
New Jersey
$789K -$36.3K -231 -4%
SBWM
390
Sunflower Bank Wealth Management
Arizona
$787K – – –
SWRP
391
Summit Wealth & Retirement Planning
California
$787K – – –
BDF
392
Balasa Dinverno & Foltz
$783K -$16.2K -103 -2%
Lido Advisors
393
Lido Advisors
California
$779K +$109K +694 +16%
AWS
394
AJ Wealth Strategies
New York
$774K – – –
KPAG
395
KLS Professional Advisors Group
New York
$770K +$23.6K +150 +3%
SF
396
Synovus Financial
Georgia
$766K +$251K +1,597 +49%
CPA
397
Capital Planning Advisors
California
$747K +$747K +4,746 New
WAM
398
Weatherly Asset Management
California
$743K -$11K -70 -1%
BAS
399
Brown Advisory Securities
Maryland
$741K +$108K +688 +17%
MA
400
MONECO Advisors
Connecticut
$731K -$100K -636 -12%
14 15
16
17 18