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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
+$75.8M
2
PPA
Parametric Portfolio Associates
Washington
+$75.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$43.7M
4
QI
QS Investors
New York
+$37.9M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$454M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$182M
3
TF
TIAA FSB
Florida
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$111M
5
JHU
Johns Hopkins University
Maryland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
451
Atlanta Capital Management
Georgia
$521K +$521K +3,311 New
EI
452
Ellevest Inc
New York
$517K – – –
PGWM
453
Parisi Gray Wealth Management
New Jersey
$517K +$944 +6 +0.2%
CA
454
Cortland Associates
Missouri
$515K – – –
EWA
455
EP Wealth Advisors
California
$507K -$554K -3,519 -52%
TI
456
Truepoint Inc
Ohio
$507K – – –
RG
457
Rathbones Group
United Kingdom
$501K +$67.6K +430 +16%
SPC
458
Sigma Planning Corp
Michigan
$489K -$140K -888 -22%
BPA
459
Beacon Pointe Advisors
California
$484K -$77.3K -490 -14%
GG
460
Greenwood Gearhart
Arkansas
$475K – – –
CIA
461
Capital Investment Advisors
Georgia
$475K +$20K +127 +4%
SBAM
462
Santa Barbara Asset Management
California
$466K -$222K -1,408 -32%
MAFM
463
Mid Atlantic Financial Management
Pennsylvania
$466K +$41.5K +264 +10%
WPA
464
West Paces Advisors
Georgia
$462K +$462K +2,940 New
SA
465
Strategic Advisors
New York
$460K +$1.73K +11 +0.4%
CWM
466
Calamos Wealth Management
Illinois
$458K +$46.6K +296 +11%
SFA
467
Sequoia Financial Advisors
Ohio
$457K +$68.1K +433 +18%
AIM
468
Aspen Investment Management
Michigan
$454K – – –
TFS
469
TrustCore Financial Services
Tennessee
$447K +$447K +2,840 New
PFM
470
Parsec Financial Management
North Carolina
$447K +$447K +2,842 New
IP
471
Isthmus Partners
Wisconsin
$446K +$446K +7,682 New
DDPIC
472
Deroy & Devereaux Private Investment Counsel
Michigan
$444K – – –
CC
473
Courier Capital
New York
$442K -$20.4K -130 -4%
HB
474
Homrich & Berg
Georgia
$437K +$185K +1,174 +73%
CWM
475
Concentric Wealth Management
California
$436K -$7.56K -48 -2%
17 18
19
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