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iShares Russell 1000 ETF
IWB

Overview Fund Activity

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$492M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$354M
3
MRC
Millburn Ridgefield Corp
New York
$230M
4
CCA
Catalyst Capital Advisors
New York
$230M
5
M&T Bank
M&T Bank
New York
$180M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.38B
2
USAA
United Services Automobile Association
Texas
$452K
3
CG
Cutler Group
California
$324K
4
BlackRock
BlackRock
New York
$2.99B
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$174K – – –
BC
452
Bartlett & Co
Ohio
$162K -$4.73K -35 -3%
OIA
453
OneDigital Investment Advisors
Kansas
$157K +$157K +1,159 New
LWA
454
Lenox Wealth Advisors
New York
$148K – – –
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$143K – – –
VIA
456
Vantage Investment Advisors
Pennsylvania
$141K – – –
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$66.1K +489 +91%
PRS
458
Pinkerton Retirement Specialists
Idaho
$135K – – –
DPA
459
Delphi Private Advisors
California
$130K – – –
MFW
460
Mosaic Family Wealth
Missouri
$129K – – –
WB
461
Webster Bank
Connecticut
$124K – – –
TF
462
Tompkins Financial
New York
$118K – – –
Lazard Asset Management
463
Lazard Asset Management
New York
$117K – – –
Bessemer Group
464
Bessemer Group
New Jersey
$114K – – –
NFG
465
Next Financial Group
Texas
$114K +$48.3K +356 +74%
RWA
466
Ropes Wealth Advisors
Massachusetts
$110K – – –
AAP
467
Arax Advisory Partners
Colorado
$102K – – –
NSB
468
Norway Savings Bank
Maine
$101K – – –
CCM
469
Cribstone Capital Management
Maine
$97K – – –
PK
470
Pflug Koory
Nebraska
$95K – – –
CAL
471
Capital Analysts LLC
Pennsylvania
$94.3K +$94.3K +697 New
LIA
472
LS Investment Advisors
Michigan
$94K – – –
BCM
473
Blume Capital Management
California
$85K – – –
LGWM
474
Litman Gregory Wealth Management
California
$84K – – –
TCM
475
TD Capital Management
Tennessee
$79K -$2.84K -21 -3%
17 18
19
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