IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

622 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 212 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.26%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.65%
New
41
Increased
155
Reduced
212
Closed
33
Calls
$28.2M
Puts
$6.33M
Net Calls
+$21.9M
Net Calls Change
+$9.18M

Top Buyers

1
BlackRock
BlackRock
New York
$3.88B
2
Morgan Stanley
Morgan Stanley
New York
$232M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$705M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$149M
5
SG Americas Securities
SG Americas Securities
New York
$28.5M

Top Sellers

1
DILIC
Dai-ichi Life Insurance Company
Japan
$49.5M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$184M
3
Citigroup
Citigroup
New York
$52.4M
4
AC
Allstate Corporation
Illinois
$229M
5
DLIC
Daido Life Insurance Company
Japan
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$144M +$11.8M +77,505 +9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$122M +$8.64M +56,818 +8%
Goldman Sachs
28
Goldman Sachs
New York
$117M -$16.9M -111,164 -13%
HHGA
29
Halbert Hargrove Global Advisors
California
$110M -$303K -1,991 -0.3%
LPL Financial
30
LPL Financial
California
$101M -$2.58M -16,950 -2%
RC
31
Rinet Company
Massachusetts
$99M +$2.33M +15,331 +2%
GMA
32
Goldstein Munger & Associates
California
$96.5M +$1.03M +6,796 +1%
Ameriprise
33
Ameriprise
Minnesota
$96M +$2.23M +14,686 +2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$94.4M -$321K -2,114 -0.3%
TC
35
Telemus Capital
Michigan
$76.1M +$390K +2,564 +0.5%
BOS
36
Bingham Osborn & Scarborough
California
$74M -$1.88M -12,358 -2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$70.9M -$21.6M -142,023 -23%
Creative Planning
38
Creative Planning
Kansas
$70.5M -$1.19M -7,854 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$55.7M +$71.6K +471 +0.1%
Citigroup
40
Citigroup
New York
$52.4M -$58.8M -386,625 -53%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$51.7M -$2.26M -14,860 -4%
DILIC
42
Dai-ichi Life Insurance Company
Japan
$49.5M -$181M -1,192,040 -79%
ANTB
43
AMG National Trust Bank
Colorado
$47.6M -$1.39M -9,140 -3%
BP
44
Ballentine Partners
Massachusetts
$46M -$262K -1,726 -0.6%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$45M +$46.1K +303 +0.1%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$43.4M -$3.13M -20,612 -7%
TMNFIC
47
Tokio Marine & Nichido Fire Insurance Company
Japan
$41.8M – – –
LSAG
48
Lake Street Advisors Group
New Hampshire
$41.7M +$8.91M +58,599 +27%
CS
49
Credit Suisse
Switzerland
$40.4M +$17.6M +116,110 +78%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$40.2M -$30.2M -198,808 -43%
1
2
3 4 5