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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$900M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$304M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$339M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$852M

Top Sellers

1
BlackRock
BlackRock
New York
$1.01B
2
QI
QS Investors
New York
$304M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$2.66M
5
AC
Allstate Corporation
Illinois
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$168M +$20.6M +148,690 +14%
PCA
27
Personal Capital Advisors
California
$123M +$123M +884,393 New
BF
28
BOK Financial
Oklahoma
$122M +$119M +861,511 +4,313%
RC
29
Rinet Company
Massachusetts
$118M +$27.5M +198,439 +30%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$118M +$32.1M +231,107 +37%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$112M +$52.3M +377,012 +87%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$110M +$63.2M +455,648 +134%
TC
33
Telemus Capital
Michigan
$105M +$244K +1,757 +0.2%
JHU
34
Johns Hopkins University
Maryland
$102M +$102M +735,000 New
Goldman Sachs
35
Goldman Sachs
New York
$99.1M +$4.77M +34,395 +5%
Ameriprise
36
Ameriprise
Minnesota
$98.2M +$8.68M +62,555 +10%
LPL Financial
37
LPL Financial
California
$97.5M +$6.07M +43,765 +7%
GMA
38
Goldstein Munger & Associates
California
$86.3M -$1.69M -12,150 -2%
BOS
39
Bingham Osborn & Scarborough
California
$77.6M +$10.4M +75,008 +15%
Creative Planning
40
Creative Planning
Kansas
$71.5M +$205K +1,478 +0.3%
Citigroup
41
Citigroup
New York
$59.9M -$22.4M -161,703 -27%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$58.7M +$18.9M +136,095 +47%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$55.9M +$5.15M +37,169 +10%
KP
44
Keel Point
Alabama
$53M +$44M +317,579 +493%
BWM
45
BT Wealth Management
Georgia
$49.7M +$49.7M +325,017 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$49.3M +$21.8M +157,030 +79%
CG
47
Colony Group
Massachusetts
$46.6M +$13.1M +94,356 +39%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$45.1M – – –
MLFP
49
MPS Loria Financial Planners
Illinois
$45.1M +$1.21M +8,721 +3%
ANTB
50
AMG National Trust Bank
Colorado
$43.1M +$23.7K +171 +0.1%
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