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iShares Russell 1000 ETF
IWB

Overview Fund Activity

519 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 145 increasing their positions, 187 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
38
Increased
145
Reduced
187
Closed
22
Calls
$5.4M
Puts
$2.31M
Net Calls
+$3.08M
Net Calls Change
-$44.4M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$492M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$354M
3
MRC
Millburn Ridgefield Corp
New York
$230M
4
CCA
Catalyst Capital Advisors
New York
$230M
5
M&T Bank
M&T Bank
New York
$180M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.38B
2
USAA
United Services Automobile Association
Texas
$452K
3
CG
Cutler Group
California
$324K
4
BlackRock
BlackRock
New York
$2.99B
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
501
North Star Investment Management
Illinois
$21K – – –
HS
502
Horan Securities
United States
$21K – – –
CBT
503
Central Bank & Trust
Kentucky
$17K – – –
TWA
504
TCI Wealth Advisors
Arizona
$16K – – –
CIM
505
CenturyLink Investment Management
Colorado
$14K -$25.6K -194 -65%
IF
506
Ironwood Financial
Arizona
$14K -$22K -165 -61%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
WC
508
Whitnell & Co
Illinois
$13K – – –
DOA
509
D'Orazio & Associates
Virginia
$12K +$12K +89 New
EWM
510
Endurance Wealth Management
Rhode Island
$11K -$50.9K -370 -82%
AssetMark Inc
511
AssetMark Inc
California
$10K +$2.24K +17 +29%
SCP
512
Syntal Capital Partners
Texas
$8.15K -$1.18K -8,692 -13%
SPIA
513
Steward Partners Investment Advisory
New York
$8K – – –
AA
514
AlphaMark Advisors
Kentucky
$7K – – –
BWA
515
BDO Wealth Advisors
Florida
$7K +$7K +50 New
GI
516
Gradient Investments
Minnesota
$7K +$7K +50 New
MCIA
517
Mountain Capital Investment Advisors
Colorado
$7K +$7K +50 New
M
518
MOTCO
Texas
$6K – – –
FAM
519
Flaharty Asset Management
Florida
$920 -$890K -6,772 -100%
IWM
520
IHT Wealth Management
Illinois
$224 -$21 -1,906 -8%
Walleye Trading
521
Walleye Trading
New York
$14 – – –
MSWM
522
Mader & Shannon Wealth Management
Missouri
– -$31.9M -242,734 Closed
Cerity Partners
523
Cerity Partners
New York
– -$3.48M -26,506 Closed
IAA
524
Independent Advisor Alliance
North Carolina
– -$1.73M -13,237 Closed
State Board of Administration of Florida Retirement System
525
State Board of Administration of Florida Retirement System
Florida
– -$1.31M -10,000 Closed
18 19 20
21
22