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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
+$275M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$91.6M
3
AC
Allstate Corporation
Illinois
+$60.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.5M
5
MLFP
MPS Loria Financial Planners
Illinois
+$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$477M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$160M
3
Morgan Stanley
Morgan Stanley
New York
-$51.4M
4
DLIC
Daido Life Insurance Company
Japan
-$45M
5
CS
Credit Suisse
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
451
R.H. Bluestein & Co
Michigan
$335K – – –
PL
452
Parthenon LLC
Kentucky
$333K – – –
BA
453
BKS Advisors
Michigan
$326K -$807 -5 -0.2%
IC
454
InterOcean Capital
Illinois
$323K -$16.2K -100 -5%
RPC
455
Rossmore Private Capital
Connecticut
$323K – – –
LA
456
LVW Advisors
New York
$321K +$43.7K +270 +16%
VFA
457
Voya Financial Advisors
Connecticut
$314K +$5.49K +34 +2%
ERIM
458
Eagle Ridge Investment Management
Connecticut
$310K -$14.9K -92 -5%
AWA
459
Acorn Wealth Advisors
Michigan
$309K – – –
AA
460
Ancora Advisors
Ohio
$308K +$62.8K +389 +26%
WIM
461
Weitz Investment Management
Nebraska
$307K – – –
BEAM
462
Baker Ellis Asset Management
Washington
$307K – – –
NWM
463
Northwest Wealth Management
Iowa
$306K – – –
ZCA
464
Zeke Capital Advisors
Pennsylvania
$303K – – –
NL
465
NWAM LLC
Washington
$302K +$38.3K +237 +15%
RWA
466
Ropes Wealth Advisors
Massachusetts
$298K +$167K +1,032 +127%
FWP
467
FAS Wealth Partners
Kansas
$296K – – –
SCM
468
SOL Capital Management
Maryland
$294K +$294K +1,815 New
GRP
469
Global Retirement Partners
California
$293K -$29.8K -184 -9%
NHC
470
Nicholas Hoffman & Company
Georgia
$291K +$1.29K +8 +0.4%
SYBT
471
Stock Yards Bank & Trust
Kentucky
$290K – – –
LWA
472
Lenox Wealth Advisors
New York
$285K +$108K +667 +61%
NCM
473
Northside Capital Management
Oregon
$280K – – –
MMHP
474
Murphy Middleton Hinkle & Parker
Georgia
$280K – – –
CAAS
475
Capital Asset Advisory Services
Michigan
$280K +$280K +1,731 New
17 18
19
20 21