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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
+$275M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$91.6M
3
AC
Allstate Corporation
Illinois
+$60.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.5M
5
MLFP
MPS Loria Financial Planners
Illinois
+$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$477M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$160M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
DLIC
Daido Life Insurance Company
Japan
-$45M
5
CS
Credit Suisse
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
401
YorkBridge Wealth Partners
New York
$467K -$812 -5 -0.2%
FC
402
Fulcrum Capital
Washington
$462K – – –
CWM
403
Concentric Wealth Management
California
$461K – – –
DDPIC
404
Deroy & Devereaux Private Investment Counsel
Michigan
$457K +$2.43K +15 +0.5%
CIC
405
Carnegie Investment Counsel
Ohio
$456K +$89.3K +586 +24%
CC
406
Courier Capital
New York
$455K +$10K +62 +2%
RG
407
Rathbones Group
United Kingdom
$446K -$809 -5 -0.2%
JIC
408
Joel Isaacson & Co
New York
$445K – – –
CCP
409
Cardan Capital Partners
Colorado
$445K – – –
WA
410
Waverly Advisors
Alabama
$444K – – –
SCA
411
STALEY CAPITAL ADVISERS
Pennsylvania
$444K – – –
EP
412
Edgestream Partners
New Jersey
$440K +$440K +2,718 New
CIBC World Market
413
CIBC World Market
Ontario, Canada
$434K – – –
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$427K – – –
LPT
415
Legacy Private Trust
Wisconsin
$423K – – –
CWM
416
Calamos Wealth Management
Illinois
$423K – – –
SGCA
417
Steel Grove Capital Advisors
Tennessee
$422K – – –
B
418
Brightworth
Georgia
$421K -$44.2K -273 -9%
FBFS
419
First Business Financial Services
Wisconsin
$420K – – –
CM
420
Columbus Macro
Pennsylvania
$420K – – –
AWA
421
Arete Wealth Advisors
Illinois
$418K +$1.13K +7 +0.3%
OC
422
Oppenheimer & Co
New York
$414K -$25.2K -156 -6%
BCM
423
Brookstone Capital Management
Illinois
$410K – – –
BL
424
Balentine LLC
Georgia
$410K +$162 +1 +0%
BCWM
425
Blue Chip Wealth Management
Florida
$409K +$1.13K +7 +0.3%
15 16
17
18 19