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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Calamos Wealth Management
Illinois
$363K – – –
SGCA
502
Steel Grove Capital Advisors
Tennessee
$361K – – –
SWA
503
SFMG Wealth Advisors
Texas
$355K – – –
FHA
504
Flagship Harbor Advisors
Massachusetts
$352K -$655K -4,730 -65%
BCM
505
Brookstone Capital Management
Illinois
$352K – – –
BL
506
Balentine LLC
Georgia
$352K +$416 +3 +0.1%
OC
507
Oppenheimer & Co
New York
$351K -$4.16K -30 -1%
BMO
508
Beck Mack & Oliver
New York
$350K – – –
ZIC
509
ZWJ Investment Counsel
Georgia
$349K – – –
AWA
510
Arete Wealth Advisors
Illinois
$347K -$11K -79 -3%
AFS
511
Access Financial Services
Minnesota
$345K +$345K +2,490 New
SFA
512
Sequoia Financial Advisors
Ohio
$343K – – –
ACA
513
Anchor Capital Advisors
Massachusetts
$341K – – –
AFM
514
Andesa Financial Management
Pennsylvania
$341K +$341K +2,461 New
LP
515
LGL Partners
Pennsylvania
$339K +$3.47K +25 +1%
SWM
516
Segment Wealth Management
Texas
$338K – – –
MWA
517
Meridian Wealth Advisors
Texas
$338K +$338K +2,434 New
CAL
518
Capital Advisors Ltd
Ohio
$334K +$278 +2 +0.1%
BC
519
Bartlett & Co
Ohio
$331K -$2.78K -20 -0.8%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$331K -$2.77K -20 -0.8%
RJT
521
Raymond James Trust
Florida
$330K +$158K +1,137 +92%
KLI
522
Kelman-Lazarov Inc
Tennessee
$327K -$23K -166 -7%
SWP
523
Strategic Wealth Partners
Ohio
$326K -$13.1K -91 -4%
CWM
524
Chesapeake Wealth Management
Virginia
$326K – – –
HCMT
525
Highland Capital Management (Tennessee)
Tennessee
$319K – – –
19 20
21
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