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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 %
DIM
451
Delta Investment Management
California
$519K +$519K +3,748 New
OBWP
452
O'Brien Wealth Partners
Massachusetts
$516K +$366K +2,520 +243%
CMBA
453
C.M. Bidwell & Associates
Hawaii
$515K – – –
BP
454
BBR Partners
New York
$511K – – –
RP
455
Riverbridge Partners
Minnesota
$508K -$23K -166 -4%
APSP
456
Asset Planning Services (Pennsylvania)
Pennsylvania
$505K -$39.1K -282 -7%
VCM
457
Vision Capital Management
Oregon
$503K – – –
SGAM
458
Steinberg Global Asset Management
Florida
$503K +$180K +1,300 +56%
LWM
459
Lenox Wealth Management
Ohio
$501K +$26.8K +193 +6%
GCA
460
Gradient Capital Advisors
California
$496K – – –
PAM
461
Palisade Asset Management
Minnesota
$494K -$2.5K -18 -0.5%
LS
462
Lattice Strategies
Pennsylvania
$494K – – –
BPA
463
Beacon Pointe Advisors
California
$494K +$494K +3,560 New
ACP
464
Arcus Capital Partners
Georgia
$491K -$89.5K -645 -15%
SBH
465
Segall Bryant & Hamill
Illinois
$476K – – –
BTW
466
Boston Trust Walden
Massachusetts
$476K – – –
FCFC
467
First Commonwealth Financial Corp
Pennsylvania
$475K +$475K +3,428 New
SCM
468
Smith Capital Management
Arkansas
$467K +$467K +3,370 New
SWM
469
Sequoia Wealth Management
Illinois
$463K +$139 +1 +0%
STMM
470
South Texas Money Management
Texas
$461K – – –
EI
471
Ellevest Inc
New York
$455K +$455K +3,284 New
CA
472
Cortland Associates
Missouri
$454K – – –
SF
473
Synovus Financial
Georgia
$454K +$139 +1 +0%
PGWM
474
Parisi Gray Wealth Management
New Jersey
$450K +$2.2K +16 +0.5%
TI
475
Truepoint Inc
Ohio
$447K – – –
17 18
19
20 21