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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 %
BCWM
426
Bartlett & Co Wealth Management
Ohio
$372K +$372K +2,530 New
BMO
427
Beck Mack & Oliver
New York
$371K – – –
KLI
428
Kelman-Lazarov Inc
Tennessee
$370K – – –
ZIC
429
ZWJ Investment Counsel
Georgia
$369K -$36.7K -250 -9%
CIC
430
Carnegie Investment Counsel
Ohio
$366K -$7.6K -50 -2%
MBT
431
Montecito Bank & Trust
California
$365K +$44.1K +300 +14%
SFA
432
Sequoia Financial Advisors
Ohio
$363K -$58.7K -400 -14%
CIA
433
Capital Investment Advisors
Georgia
$362K +$20.6K +140 +6%
RG
434
Rathbones Group
United Kingdom
$361K +$37.5K +255 +12%
CWM
435
Chesapeake Wealth Management
Virginia
$361K +$361K +2,461 New
SWM
436
Segment Wealth Management
Texas
$358K – – –
CAL
437
Capital Advisors Ltd
Ohio
$353K -$37.4K -255 -10%
LP
438
LGL Partners
Pennsylvania
$353K +$1.61K +11 +0.5%
SBH
439
Segall Bryant & Hamill
Illinois
$351K +$98.7K +673 +39%
BAAM
440
Baker Avenue Asset Management
California
$349K -$7.01M -47,758 -95%
JFGLC
441
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$115K +786 +50%
BA
442
Bristlecone Advisors
Washington
$342K +$1.03K +7 +0.3%
CAI
443
Capital Advisors Inc
Oklahoma
$340K – – –
IC
444
InterOcean Capital
Illinois
$338K -$29.4K -200 -8%
HCMT
445
Highland Capital Management (Tennessee)
Tennessee
$338K – – –
CCP
446
Corient Capital Partners
California
$337K -$535K -3,642 -61%
ACA
447
Anchor Capital Advisors
Massachusetts
$334K +$70.5K +480 +27%
CHP
448
Cable Hill Partners
Oregon
$333K – – –
AAS
449
Annex Advisory Services
Wisconsin
$330K -$24.1K -164 -7%
AI
450
Atria Investments
North Carolina
$328K -$66.7K -455 -17%
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