IWB icon

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 %
EIC
426
Equity Investment Corp
Georgia
$594K +$594K +4,280 New
LIC
427
Lodestar Investment Counsel
Illinois
$593K – – –
HCM
428
Hollencrest Capital Management
California
$592K – – –
NIS
429
National Investment Services
Wisconsin
$591K +$591K +4,258 New
Lido Advisors
430
Lido Advisors
California
$590K -$1.77M -12,758 -75%
FBFS
431
First Business Financial Services
Wisconsin
$586K +$225K +1,624 +62%
VBFG
432
Vishria Bird Financial Group
Tennessee
$580K – – –
SFP
433
Shepherd Financial Partners
Massachusetts
$578K – – –
FNT
434
First National Trust
Pennsylvania
$576K – – –
YWP
435
YorkBridge Wealth Partners
New York
$571K +$172K +1,243 +43%
RPGK
436
Retirement Planning Group (Kansas)
Kansas
$563K -$9.44K -68 -2%
BFS
437
Bradley Foster & Sargent
Connecticut
$563K – – –
UBS AM
438
UBS AM
Illinois
$562K +$34.1K +246 +6%
FCH
439
Freestone Capital Holdings
Washington
$560K +$90.1K +650 +19%
BAS
440
Brown Advisory Securities
Maryland
$558K +$558K +4,025 New
LIM
441
Leavell Investment Management
Alabama
$555K – – –
SPC
442
Sigma Planning Corp
Michigan
$554K -$101K -727 -15%
NI
443
NFC Investments
Tennessee
$551K – – –
DY
444
Dowling & Yahnke
California
$547K – – –
AWC
445
Abundance Wealth Counselors
Pennsylvania
$544K +$544K +3,919 New
PP
446
Palladium Partners
Virginia
$537K – – –
PG
447
Patten Group
Tennessee
$529K +$313K +2,257 +145%
S
448
SignatureFD
Georgia
$523K -$3.47K -25 -0.7%
W
449
Wealthquest
Ohio
$523K +$523K +3,771 New
TI
450
Tidal Investments
Wisconsin
$520K +$520K +3,750 New
16 17
18
19 20