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iShares Russell 1000 ETF
IWB

Overview Fund Activity

615 hedge funds and large institutions have $15.1B invested in iShares Russell 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 159 increasing their positions, 196 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+90
Holders Change %
+17.14%
% of All Funds
13.97%
Holding in Top 10
80
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.68%
% of All Funds
1.82%
New
110
Increased
159
Reduced
196
Closed
17
Calls
$7.69M
Puts
$2.2M
Net Calls
+$5.49M
Net Calls Change
-$1.17M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$552M
3
TSS
Two Sigma Securities
New York
$61.3M
4
Citigroup
Citigroup
New York
$132M
5
Wells Fargo
Wells Fargo
California
$299M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Goldman Sachs
Goldman Sachs
New York
$127M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.3M
4
Citadel Advisors
Citadel Advisors
Florida
$1.42M
5
LPL Financial
LPL Financial
California
$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
476
Kingsview Wealth Management
Oregon
$267K +$21.1K +142 +9%
TWM
477
Tanglewood Wealth Management
Texas
$266K +$266K +2,136 New
NHC
478
Nicholas Hoffman & Company
Georgia
$265K +$2.38K +16 +0.9%
LA
479
LVW Advisors
New York
$258K -$45.9K -309 -15%
NCM
480
Northside Capital Management
Oregon
$258K – – –
Fisher Asset Management
481
Fisher Asset Management
Washington
$257K +$257K +1,731 New
BIA
482
Bigelow Investment Advisors
Maine
$257K +$257K +1,731 New
SBH
483
Segall Bryant & Hamill
Illinois
$256K -$2.35M -15,820 -90%
MFS
484
McNamara Financial Services
Massachusetts
$255K -$7.15K -48 -3%
FHC
485
First Heartland Consultants
Missouri
$254K -$12.4K -83 -5%
OWD
486
Osborn Williams & Donohoe
Ohio
$254K – – –
PA
487
PFG Advisors
Arizona
$254K +$254K +1,709 New
TTWM
488
TCV Trust & Wealth Management
Virginia
$253K – – –
UFF
489
USA Financial Formulas
Michigan
$253K +$253K +1,704 New
SWM
490
SeaCrest Wealth Management
New York
$246K +$246K +1,655 New
MOS
491
MGO One Seven
Ohio
$246K +$246K +1,656 New
PAG
492
Pinnacle Advisory Group
Maryland
$245K – – –
RIA
493
Regal Investment Advisors
Michigan
$243K +$243K +1,636 New
ECM
494
Evergreen Capital Management
Washington
$243K +$243K +1,638 New
AA
495
Ancora Advisors
Ohio
$240K -$15.1K -102 -6%
IWC
496
Integrated Wealth Concepts
Massachusetts
$240K +$240K +1,574 New
DT
497
Diversified Trust
Tennessee
$238K +$238K +1,603 New
FANJ
498
Financial Architects (New Jersey)
New Jersey
$237K – – –
HFP
499
Holistic Financial Partners
Indiana
$236K +$236K +1,587 New
JFGLC
500
Johnson Financial Group LLC (Colorado)
Colorado
$234K +$234K +1,574 New
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