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iShares Russell 1000 ETF
IWB

Overview Fund Activity

699 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+9
Holders Change %
+1.3%
% of All Funds
15.21%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.96%
New
48
Increased
216
Reduced
242
Closed
32
Calls
$18.4M
Puts
$2.82M
Net Calls
+$15.6M
Net Calls Change
+$14.2M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$403M
2
DLIC
Daido Life Insurance Company
Japan
$286M
3
TF
TIAA FSB
Florida
$180M
4
HHGA
Halbert Hargrove Global Advisors
California
$101M
5
QI
QS Investors
New York
$494M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$97.9M
2
BlackRock
BlackRock
New York
$1.12B
3
PPA
Parametric Portfolio Associates
Washington
$49M
4
SFM
Soros Fund Management
New York
$42.8M
5
Morgan Stanley
Morgan Stanley
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TIAA FSB
Florida
$180M +$114M +697,326 +172%
RC
27
Rinet Company
Massachusetts
$149M +$2.33M +14,314 +2%
PCA
28
Personal Capital Advisors
California
$136M -$3.05M -18,759 -2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$121M +$773K +4,750 +0.6%
Goldman Sachs
30
Goldman Sachs
New York
$104M -$6.92M -42,487 -6%
LPL Financial
31
LPL Financial
California
$101M +$16.2M +99,499 +19%
HHGA
32
Halbert Hargrove Global Advisors
California
$101M +$101M +617,868 New
GMA
33
Goldstein Munger & Associates
California
$99.9M -$1.55M -9,516 -2%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$97.9M -$155M -954,880 -61%
BOS
35
Bingham Osborn & Scarborough
California
$89.6M -$558K -3,427 -0.6%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$88.2M -$286K -1,755 -0.3%
Ameriprise
37
Ameriprise
Minnesota
$85.5M -$8.64M -53,064 -9%
Citigroup
38
Citigroup
New York
$84.4M +$4.16M +25,545 +5%
Creative Planning
39
Creative Planning
Kansas
$79.6M -$4.31M -26,476 -5%
KP
40
Keel Point
Alabama
$71.1M -$6.07M -37,266 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$70.6M +$571K +3,506 +0.8%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$65.5M -$263K -1,617 -0.4%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$64.4M -$2.05M -12,578 -3%
TC
44
Telemus Capital
Michigan
$61.9M -$6.3M -39,925 -9%
EW
45
Emerson Wealth
Michigan
$59.5M +$13.8M +102,312 +30%
MLFP
46
MPS Loria Financial Planners
Illinois
$54.1M +$1.22M +7,489 +2%
DILIC
47
Dai-ichi Life Insurance Company
Japan
$53M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$53M +$3.32M +20,404 +7%
CG
49
Colony Group
Massachusetts
$52.3M -$1.96M -12,011 -4%
BWM
50
BT Wealth Management
Georgia
$51.6M +$89K +556 +0.2%
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