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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
$875M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$250M
3
AC
Allstate Corporation
Illinois
$304M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$806M
5
MLFP
MPS Loria Financial Planners
Illinois
$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
$3.65B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
Morgan Stanley
Morgan Stanley
New York
$195M
4
DLIC
Daido Life Insurance Company
Japan
$219M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$131M +$1.23M +7,611 +0.9%
TC
27
Telemus Capital
Michigan
$123M +$41.6M +257,238 +51%
Ameriprise
28
Ameriprise
Minnesota
$117M +$2.29M +12,665 +2%
HHGA
29
Halbert Hargrove Global Advisors
California
$112M -$4.43M -27,367 -4%
Goldman Sachs
30
Goldman Sachs
New York
$110M -$14.1M -87,007 -11%
LPL Financial
31
LPL Financial
California
$107M -$410K -2,533 -0.4%
RC
32
Rinet Company
Massachusetts
$106M +$700K +4,331 +0.7%
GMA
33
Goldstein Munger & Associates
California
$103M -$173K -1,068 -0.2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$100M -$415K -2,568 -0.4%
Citigroup
35
Citigroup
New York
$95.9M +$40.2M +248,560 +72%
Creative Planning
36
Creative Planning
Kansas
$83.1M +$8.04M +49,724 +11%
BOS
37
Bingham Osborn & Scarborough
California
$78.4M -$291K -1,797 -0.4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$70M -$5.48M -33,861 -7%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$59.1M -$183K -1,130 -0.3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$54.9M -$163K -1,005 -0.3%
DILIC
41
Dai-ichi Life Insurance Company
Japan
$52.6M – – –
MLFP
42
MPS Loria Financial Planners
Illinois
$50.7M +$50.7M +316,547 New
ANTB
43
AMG National Trust Bank
Colorado
$50.3M -$330K -2,042 -0.7%
BP
44
Ballentine Partners
Massachusetts
$48.7M -$268K -1,659 -0.5%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$48.2M +$287K +1,777 +0.6%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$46.4M +$247K +1,527 +0.5%
TMNFIC
47
Tokio Marine & Nichido Fire Insurance Company
Japan
$44.5M – – –
Axa
48
Axa
France
$42M – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$41.7M -$775K -4,780 -2%
HCA
50
Harbour Capital Advisors
Virginia
$39.9M +$38.1M +416,456 +2,122%
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