IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M

Top Buyers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$492M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$354M
3
CCA
3
Catalyst Capital Advisors
New York
$230M
4
MRC
4
Millburn Ridgefield Corp
New York
$230M
5
M&T Bank
5
M&T Bank
New York
$180M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$1.38B
2
USAA
2
United Services Automobile Association
Texas
$452K
3
CG
3
Cutler Group
California
$324K
4
BlackRock
4
BlackRock
New York
$2.99B
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$124M +$32.5M +240,154 +35%
DLIC
27
Daido Life Insurance Company
Japan
$124M – – –
UBS Group
28
UBS Group
Switzerland
$118M +$15.5M +114,897 +15%
Citigroup
29
Citigroup
New York
$107M -$3.09M -22,854 -3%
HHGA
30
Halbert Hargrove Global Advisors
California
$101M -$75.8K -560 -0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$94.9M +$5.33M +39,421 +6%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$89.7M -$14.3M -105,654 -14%
RC
33
Rinet Company
Massachusetts
$89.2M -$2.06M -15,215 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$88.1M +$381K +2,813 +0.4%
GMA
35
Goldstein Munger & Associates
California
$83.7M -$1.58M -11,656 -2%
BOS
36
Bingham Osborn & Scarborough
California
$70.2M -$944K -6,976 -1%
TC
37
Telemus Capital
Michigan
$64.6M +$1.72M +12,690 +3%
Creative Planning
38
Creative Planning
Kansas
$62.5M -$2.33M -17,199 -4%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$60.7M +$52.2M +385,862 +613%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$58.4M +$607K +4,488 +1%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$56M +$669K +4,948 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$50.1M +$302K +2,233 +0.6%
Ameriprise
43
Ameriprise
Minnesota
$45.6M -$1.21M -8,950 -3%
ANTB
44
AMG National Trust Bank
Colorado
$45.5M +$4.21M +31,154 +10%
IC
45
Iconiq Capital
California
$45.2M -$488K -3,610 -1%
BP
46
Ballentine Partners
Massachusetts
$44.8M -$309K -2,242 -0.7%
MLFP
47
MPS Loria Financial Planners
Illinois
$41.2M +$41.2M +300,975 New
BFPW
48
BOK Financial Private Wealth
Colorado
$37.9M -$3.73M -27,602 -9%
BJL
49
Brighton Jones LLC
Washington
$37.5M -$449K -3,322 -1%
TMNFIC
50
Tokio Marine & Nichido Fire Insurance Company
Japan
$37.2M – – –
1
2
3 4 5