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iShares Russell 1000 ETF
IWB

Overview Fund Activity

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.25%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
2
DLIC
Daido Life Insurance Company
Japan
+$120M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$119M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$80.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$48.9M

Top Sellers

1
QI
QS Investors
New York
-$388M
2
BlackRock
BlackRock
New York
-$275M
3
Wells Fargo
Wells Fargo
California
-$69.9M
4
TSS
Two Sigma Securities
New York
-$53M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
501
EP Wealth Advisors
California
$229K +$16.6K +113 +8%
TFS
502
TrustCore Financial Services
Tennessee
$229K +$87.3K +593 +62%
TWM
503
Tanglewood Wealth Management
Texas
$228K -$85.6K -583 -27%
AWM
504
AE Wealth Management
Kansas
$226K -$38.7K -264 -15%
HCP
505
Holt Capital Partners
Texas
$225K +$225K +1,535 New
SBL
506
Sargent Bickham Lagudis
Colorado
$224K -$51K -348 -19%
BG
507
Bahl & Gaynor
Ohio
$222K – – –
RAM
508
Redmond Asset Management
Virginia
$222K +$24.1K +164 +12%
IWC
509
Integrated Wealth Concepts
Massachusetts
$221K -$5.17K -36 -2%
EP
510
Edgestream Partners
New Jersey
$220K -$235K -1,600 -52%
BHB
511
Bank Hapoalim BM
Israel
$217K -$30.3K -207 -12%
IIC
512
Integrated Investment Consultants
Michigan
$211K +$211K +1,438 New
BBA
513
BLB&B Advisors
Pennsylvania
$209K – – –
FIM
514
Freedom Investment Management
Connecticut
$209K +$209K +1,421 New
WCM
515
Windsor Capital Management
Arizona
$208K – – –
HDIM
516
Hanson & Doremus Investment Management
Vermont
$207K – – –
OWD
517
Osborn Williams & Donohoe
Ohio
$206K -$44K -300 -18%
WTB
518
Washington Trust Bank
Washington
$205K -$118K -803 -37%
ZCA
519
Zeke Capital Advisors
Pennsylvania
$201K – – –
AMG
520
Asset Management Group
Connecticut
$201K +$881 +6 +0.4%
Betterment LLC
521
Betterment LLC
New York
$200K +$200K +1,360 New
WPP
522
Whalerock Point Partners
Rhode Island
$200K +$200K +1,365 New
IFAM
523
Institutional & Family Asset Management
Colorado
$198K +$198K +1,350 New
CFA
524
Carroll Financial Associates
North Carolina
$189K – – –
IP
525
Isthmus Partners
Wisconsin
$188K -$1.47K -10 -0.8%
19 20
21
22 23