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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
$214M
2
PPA
Parametric Portfolio Associates
Washington
$79.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$879M
4
QI
QS Investors
New York
$383M
5
Rafferty Asset Management
Rafferty Asset Management
New York
$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$567M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$202M
3
TF
TIAA FSB
Florida
$63.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
5
JHU
Johns Hopkins University
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
Rinet Company
Massachusetts
$142M +$7.59M +48,247 +6%
AC
27
Allstate Corporation
Illinois
$141M -$77.8M -494,378 -36%
PCA
28
Personal Capital Advisors
California
$135M -$4.34M -27,568 -3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$116M -$17.4M -110,658 -13%
Goldman Sachs
30
Goldman Sachs
New York
$107M -$5.04M -32,046 -4%
GMA
31
Goldstein Munger & Associates
California
$98.1M +$222K +1,414 +0.2%
Ameriprise
32
Ameriprise
Minnesota
$91M -$20.4M -129,563 -18%
BOS
33
Bingham Osborn & Scarborough
California
$87.2M -$904K -5,747 -1%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$85.5M -$39.6M -251,462 -32%
LPL Financial
35
LPL Financial
California
$82.3M -$28.3M -179,902 -26%
Creative Planning
36
Creative Planning
Kansas
$81.1M +$67K +426 +0.1%
PPA
37
Parametric Portfolio Associates
Washington
$79.6M +$75.6M +480,723 +1,895%
Citigroup
38
Citigroup
New York
$77.5M +$9.62M +61,182 +14%
KP
39
Keel Point
Alabama
$74.6M +$14.5M +91,883 +24%
TC
40
Telemus Capital
Michigan
$68M -$51.5M -327,335 -43%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$67.7M -$59.7M -379,430 -47%
SFM
42
Soros Fund Management
New York
$64.9M +$20M +127,162 +45%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$64.2M +$794K +5,045 +1%
TF
44
TIAA FSB
Florida
$63.9M -$143M -908,443 -69%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$63.5M -$3.02M -19,213 -5%
EW
46
Emerson Wealth
Michigan
$53.4M +$6.86M +43,626 +15%
CG
47
Colony Group
Massachusetts
$52.4M -$442K -2,809 -0.8%
DILIC
48
Dai-ichi Life Insurance Company
Japan
$51.2M – – –
MLFP
49
MPS Loria Financial Planners
Illinois
$51.1M -$96.4K -613 -0.2%
BWM
50
BT Wealth Management
Georgia
$50.6M -$523K -3,323 -1%
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