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iShares Russell 1000 ETF
IWB

Overview Fund Activity

918 hedge funds and large institutions have $20.6B invested in iShares Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 234 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+14
Holders Change %
+1.55%
% of All Funds
16.16%
Holding in Top 10
116
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.04%
New
73
Increased
234
Reduced
350
Closed
54
Calls
$5.37M
Puts
$1.66M
Net Calls
+$3.71M
Net Calls Change
+$2.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$860M
2
DCM
Disciplina Capital Management
Tennessee
$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$127M
4
BlackRock
BlackRock
New York
$1.57B
5
QI
QS Investors
New York
$557M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.22B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
GM
Granger Management
New York
$0
4
Bank of America
Bank of America
North Carolina
$697M
5
CIM
CenturyLink Investment Management
Colorado
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Southern Wealth Management
Texas
$1.84M +$422K +1,885 +30%
B
377
Brightworth
Georgia
$1.83M -$190K -849 -9%
MFGP
378
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.82M – – –
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$1.82M – – –
CBT
380
Capital Bank & Trust
California
$1.81M -$617K -2,759 -25%
RPC
381
Rossmore Private Capital
Connecticut
$1.8M – – –
SFA
382
Sequoia Financial Advisors
Ohio
$1.76M -$2.62M -11,702 -60%
SQA
383
Simon Quick Advisors
New Jersey
$1.76M +$1.33M +5,928 +310%
PFWA
384
Paces Ferry Wealth Advisors
Georgia
$1.74M – – –
APA
385
American Portfolios Advisors
New York
$1.73M +$314K +1,403 +22%
MWP
386
MYCIO Wealth Partners
Pennsylvania
$1.73M -$134K -597 -7%
SA
387
Strategic Advisors
New York
$1.73M +$166K +740 +11%
FLPIM
388
F.L. Putnam Investment Management
Massachusetts
$1.7M +$154K +687 +10%
HCMT
389
Highland Capital Management (Tennessee)
Tennessee
$1.69M -$251K -1,122 -13%
Lazard Asset Management
390
Lazard Asset Management
New York
$1.69M +$80.8K +361 +5%
BFM
391
Broadview Financial Management
Wisconsin
$1.67M -$11.2K -50 -0.7%
MFG
392
Merit Financial Group
Georgia
$1.67M +$457K +2,040 +38%
GAM
393
Gemmer Asset Management
California
$1.66M – – –
BRWA
394
B. Riley Wealth Advisors
Florida
$1.65M +$1.65M +7,358 New
FWCM
395
Ferguson Wellman Capital Management
Oregon
$1.64M +$47K +210 +3%
BMCM
396
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$1.43M -6,404 -47%
ACM
397
Alcosta Capital Management
California
$1.63M +$49.9K +223 +3%
SHJ
398
Sharkey, Howes & Javer
Colorado
$1.62M -$127K -568 -7%
HIS
399
Horizon Investment Services
Indiana
$1.61M +$192K +859 +14%
BCWM
400
Bartlett & Co Wealth Management
Ohio
$1.61M – – –
14 15
16
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