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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 %
MLIC
451
Mandatum Life Insurance Company
Finland
$324K -$6.75K -46 -2%
ERIM
452
Eagle Ridge Investment Management
Connecticut
$321K -$68.6K -467 -18%
PW
453
Price Wealth
Texas
$321K – – –
RP
454
Rice Partnership
Hawaii
$320K +$26.7K +182 +9%
FHA
455
First Horizon Advisors
Tennessee
$308K – – –
Thrivent Financial for Lutherans
456
Thrivent Financial for Lutherans
Minnesota
$304K -$120K -816 -28%
RHBC
457
R.H. Bluestein & Co
Michigan
$304K +$304K +2,070 New
PL
458
Parthenon LLC
Kentucky
$303K – – –
AWA
459
Acorn Wealth Advisors
Michigan
$303K – – –
EWM
460
Empirical Wealth Management
Washington
$297K – – –
RPC
461
Rossmore Private Capital
Connecticut
$294K +$294K +2,000 New
DIA
462
Denver Investment Advisors
Colorado
$292K +$4.4K +30 +2%
CCT
463
Country Club Trust
Missouri
$287K +$4.71K +32 +2%
CGA
464
Crescent Grove Advisors
Illinois
$287K +$68.3K +466 +31%
Lazard Asset Management
465
Lazard Asset Management
New York
$285K +$158K +1,082 +125%
BA
466
BKS Advisors
Michigan
$282K – – –
BEAM
467
Baker Ellis Asset Management
Washington
$279K – – –
WIM
468
Weitz Investment Management
Nebraska
$279K – – –
NWM
469
Northwest Wealth Management
Iowa
$278K – – –
GRP
470
Global Retirement Partners
California
$273K +$51.4K +350 +23%
FWP
471
FAS Wealth Partners
Kansas
$268K – – –
BCWM
472
Blue Chip Wealth Management
Florida
$265K +$265K +1,805 New
SYBT
473
Stock Yards Bank & Trust
Kentucky
$264K -$7.35K -50 -3%
NHC
474
Nicholas Hoffman & Company
Georgia
$263K +$1.03K +7 +0.4%
LA
475
LVW Advisors
New York
$255K – – –
17 18
19
20 21