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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 %
SMC
401
Smith, Moore & Co
Missouri
$730K +$26.7K +170 +4%
DW
402
Domani Wealth
Pennsylvania
$726K -$40.7K -259 -5%
MAA
403
Matrix Asset Advisors
New York
$723K -$11.5K -73 -2%
PG
404
Patten Group
Tennessee
$714K +$114K +725 +19%
WPC
405
Waters Parkerson & Co
Louisiana
$708K -$15.4K -98 -2%
RCG
406
Ruggie Capital Group
Florida
$708K -$315 -2 -0%
SQA
407
Simon Quick Advisors
New Jersey
$693K -$16M -101,755 -96%
WC
408
Whitnell & Co
Illinois
$692K – – –
LIC
409
Lodestar Investment Counsel
Illinois
$676K +$3.15K +20 +0.5%
DY
410
Dowling & Yahnke
California
$674K +$113K +716 +20%
AWM
411
AE Wealth Management
Kansas
$671K -$783K -4,981 -54%
HCM
412
Hollencrest Capital Management
California
$671K – – –
FBFS
413
First Business Financial Services
Wisconsin
$664K – – –
VBFG
414
Vishria Bird Financial Group
Tennessee
$658K – – –
SFP
415
Shepherd Financial Partners
Massachusetts
$656K -$945 -6 -0.1%
FCFC
416
First Commonwealth Financial Corp
Pennsylvania
$647K +$108K +684 +20%
ABC
417
Associated Banc-Corp
Wisconsin
$644K +$644K +4,092 New
UBS AM
418
UBS AM
Illinois
$637K – – –
FNT
419
First National Trust
Pennsylvania
$637K -$16.7K -106 -3%
BCP
420
Berkeley Capital Partners
Georgia
$629K -$126K -800 -17%
LIM
421
Leavell Investment Management
Alabama
$629K – – –
BFS
422
Bradley Foster & Sargent
Connecticut
$626K -$11.8K -75 -2%
RPGK
423
Retirement Planning Group (Kansas)
Kansas
$622K -$16.2K -103 -3%
RA
424
RFG Advisory
Alabama
$620K -$96.2K -611 -13%
VCM
425
Vision Capital Management
Oregon
$620K +$50K +318 +9%
15 16
17
18 19