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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
+$75.8M
2
PPA
Parametric Portfolio Associates
Washington
+$75.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$43.7M
4
QI
QS Investors
New York
+$37.9M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$454M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$182M
3
TF
TIAA FSB
Florida
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$111M
5
JHU
Johns Hopkins University
Maryland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Chesapeake Wealth Management
Virginia
$382K +$11K +70 +3%
CAL
502
Capital Advisors Ltd
Ohio
$379K +$157 +1 +0%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$372K -$3.15K -20 -0.8%
BC
504
Bartlett & Co
Ohio
$372K -$3.15K -20 -0.8%
HTC
505
Haverford Trust Company
Pennsylvania
$371K -$674K -4,286 -65%
KLI
506
Kelman-Lazarov Inc
Tennessee
$371K – – –
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$362K – – –
CHP
508
Cable Hill Partners
Oregon
$362K – – –
SWP
509
Strategic Wealth Partners
Ohio
$359K – – –
JG
510
Jefferies Group
New York
$346K +$1.42K +9 +0.4%
PW
511
Price Wealth
Texas
$345K – – –
MWM
512
Mission Wealth Management
California
$332K – – –
AWA
513
Acorn Wealth Advisors
Michigan
$329K – – –
FI
514
Financial Insights
Washington
$327K – – –
DIM
515
Delta Investment Management
California
$325K -$264K -1,681 -45%
PL
516
Parthenon LLC
Kentucky
$324K – – –
VFA
517
Voya Financial Advisors
Connecticut
$321K +$29.7K +190 +10%
ERIM
518
Eagle Ridge Investment Management
Connecticut
$318K +$8.03K +51 +3%
LA
519
LVW Advisors
New York
$308K – – –
PFA
520
Pure Financial Advisors
California
$308K +$308K +1,960 New
CAAS
521
Capital Asset Advisory Services
Michigan
$302K +$31K +197 +11%
Wealth Enhancement Advisory Services
522
Wealth Enhancement Advisory Services
Minnesota
$301K +$301K +1,845 New
AA
523
Ancora Advisors
Ohio
$300K – – –
CCT
524
Country Club Trust
Missouri
$299K -$11K -70 -4%
BEAM
525
Baker Ellis Asset Management
Washington
$299K – – –
19 20
21
22 23