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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 %
GG
401
Gofen & Glossberg
Illinois
$430K -$25.7K -175 -6%
YWP
402
YorkBridge Wealth Partners
New York
$427K – – –
B
403
Brightworth
Georgia
$422K -$32.7K -223 -7%
FC
404
Fulcrum Capital
Washington
$420K – – –
CWM
405
Concentric Wealth Management
California
$419K +$5.88K +40 +1%
IC
406
Inverness Counsel
New York
$415K – – –
DDPIC
407
Deroy & Devereaux Private Investment Counsel
Michigan
$413K +$1.47K +10 +0.4%
FHA
408
Flagship Harbor Advisors
Massachusetts
$409K -$3.45K -24 -0.8%
VFA
409
Voya Financial Advisors
Connecticut
$408K -$17.8K -123 -4%
CCP
410
Cardan Capital Partners
Colorado
$404K +$404K +2,752 New
WA
411
Waverly Advisors
Alabama
$403K -$1.47K -10 -0.4%
SCA
412
STALEY CAPITAL ADVISERS
Pennsylvania
$403K – – –
OC
413
Oppenheimer & Co
New York
$401K +$20.6K +140 +5%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$392K – – –
FAIM
415
Financial Advocates Investment Management
Washington
$386K +$70.3K +479 +22%
CIBC World Market
416
CIBC World Market
Ontario, Canada
$385K – – –
LPT
417
Legacy Private Trust
Wisconsin
$384K -$18.3K -125 -5%
FBFS
418
First Business Financial Services
Wisconsin
$382K – – –
CM
419
Columbus Macro
Pennsylvania
$380K – – –
JIC
420
Joel Isaacson & Co
New York
$377K -$14.7K -100 -4%
SWA
421
SFMG Wealth Advisors
Texas
$376K – – –
WPW
422
Waldron Private Wealth
Pennsylvania
$375K +$24.5K +167 +7%
BCM
423
Brookstone Capital Management
Illinois
$373K +$39.7K +270 +12%
BL
424
Balentine LLC
Georgia
$372K +$147 +1 +0%
BC
425
Bartlett & Co
Ohio
$372K +$298K +2,030 +406%
15 16
17
18 19