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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
401
Cypress Capital Group
Florida
$709K -$34.7K -250 -5%
MIM
402
MetLife Investment Management
New Jersey
$707K +$680K +4,900 +2,450%
LFWA
403
LBJ Family Wealth Advisors
Texas
$707K +$707K +5,099 New
BDF
404
Balasa Dinverno & Foltz
$705K -$27.9K -201 -4%
HIS
405
Horizon Investment Services
Indiana
$695K +$140K +1,007 +25%
SBWM
406
Sunflower Bank Wealth Management
Arizona
$693K – – –
SWRP
407
Summit Wealth & Retirement Planning
California
$693K +$693K +5,000 New
Cetera Investment Advisers
408
Cetera Investment Advisers
Illinois
$688K -$36.3K -261 -5%
AWS
409
AJ Wealth Strategies
New York
$682K – – –
MRCM
410
M&R Capital Management
New Jersey
$679K -$430K -3,100 -39%
LHC
411
Little House Capital
Massachusetts
$679K +$679K +4,893 New
DW
412
Domani Wealth
Pennsylvania
$676K -$22K -159 -3%
BCP
413
Berkeley Capital Partners
Georgia
$666K – – –
WAM
414
Weatherly Asset Management
California
$664K – – –
CM
415
Columbus Macro
Pennsylvania
$664K +$306K +2,205 +85%
KPAG
416
KLS Professional Advisors Group
New York
$658K +$9.99K +72 +2%
MAA
417
Matrix Asset Advisors
New York
$647K +$647K +4,668 New
WPC
418
Waters Parkerson & Co
Louisiana
$638K -$20.8K -150 -3%
RA
419
RFG Advisory
Alabama
$631K -$546K -3,935 -46%
GRP
420
Global Retirement Partners
California
$628K +$377K +2,718 +150%
RCG
421
Ruggie Capital Group
Florida
$625K +$278 +2 +0%
SMC
422
Smith, Moore & Co
Missouri
$620K -$23.6K -170 -4%
WC
423
Whitnell & Co
Illinois
$610K +$466K +3,363 +325%
SBAM
424
Santa Barbara Asset Management
California
$606K +$606K +4,369 New
Calamos Advisors
425
Calamos Advisors
Illinois
$599K +$599K +4,320 New
15 16
17
18 19