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iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 173 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
16.53%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
2.08%
New
73
Increased
173
Reduced
355
Closed
42
Calls
$4.25M
Puts
$1.51M
Net Calls
+$2.74M
Net Calls Change
+$233K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
BlackRock
BlackRock
New York
+$74.3M
3
BF
BOK Financial
Oklahoma
+$52.1M
4
RCIM
Red Cedar Investment Management
Michigan
+$32.4M
5
CCFM
Clear Creek Financial Management
Washington
+$31.9M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$275M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.7M
3
MRC
Millburn Ridgefield Corp
New York
-$41.8M
4
CCA
Catalyst Capital Advisors
New York
-$41.8M
5
MTB
Mizuho Trust & Banking
Japan
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
451
Robertson Stephens Wealth Management
California
$870K +$24.1K +129 +3%
RPG
452
Resource Planning Group
Georgia
$835K -$62.6K -479 -7%
BDF
453
Balasa Dinverno & Foltz
$833K – – –
DI
454
Disciplined Investments
Oklahoma
$813K -$29.8K -159 -4%
Members Trust
455
Members Trust
Florida
$807K -$141K -753 -15%
SF
456
Summit Financial
New Jersey
$807K – – –
ECG
457
Edge Capital Group
Georgia
$803K +$42.3K +226 +6%
LDB
458
Lee, Danner & Bass
Tennessee
$798K -$6.55K -35 -0.8%
FCI
459
Financial Counselors Inc
Kansas
$783K – – –
VBFG
460
Vishria Bird Financial Group
Tennessee
$783K – – –
BAS
461
Brown Advisory Securities
Maryland
$776K +$147K +786 +23%
KFI
462
Key Financial Inc
Pennsylvania
$775K -$34.8K -186 -4%
FAM
463
Flaharty Asset Management
Florida
$767K -$426K -2,278 -36%
LFAS
464
Level Four Advisory Services
Texas
$757K -$8.8K -47 -1%
PFG
465
Pacific Financial Group
Washington
$757K – – –
TFCP
466
Twin Focus Capital Partners
Massachusetts
$752K – – –
RSS
467
Rosenblum Silverman Sutton
California
$750K -$182K -973 -20%
LIM
468
Leavell Investment Management
Alabama
$749K – – –
SFP
469
Shepherd Financial Partners
Massachusetts
$742K – – –
RPGK
470
Retirement Planning Group (Kansas)
Kansas
$740K +$109K +584 +17%
FBFS
471
First Business Financial Services
Wisconsin
$736K -$54.3K -290 -7%
RG
472
Rathbones Group
United Kingdom
$734K +$54.8K +293 +8%
FNT
473
First National Trust
Pennsylvania
$729K -$10.5K -56 -1%
CWC
474
Carolinas Wealth Consulting
North Carolina
$726K +$3K +16 +0.4%
SC
475
Soundwatch Capital
Connecticut
$725K -$1.04M -5,529 -59%
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