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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 %
CHP
526
Cable Hill Partners
Oregon
$319K – – –
RP
527
Rice Partnership
Hawaii
$312K +$6.8K +49 +2%
JG
528
Jefferies Group
New York
$304K -$600K -4,327 -66%
PW
529
Price Wealth
Texas
$304K – – –
BA
530
Bristlecone Advisors
Washington
$303K +$2.08K +15 +0.7%
CIC
531
Carnegie Investment Counsel
Ohio
$301K -$114K -822 -27%
FI
532
Financial Insights
Washington
$300K +$300K +2,000 New
MWM
533
Mission Wealth Management
California
$292K -$143K -1,035 -33%
AWA
534
Acorn Wealth Advisors
Michigan
$291K – – –
RHBC
535
R.H. Bluestein & Co
Michigan
$287K – – –
PL
536
Parthenon LLC
Kentucky
$286K – – –
S
537
Surevest
California
$286K +$286K +2,060 New
WWM
538
Western Wealth Management
Colorado
$281K +$281K +2,026 New
Citadel Advisors
539
Citadel Advisors
Florida
$280K -$1.39M -10,037 -83%
Thrivent Financial for Lutherans
540
Thrivent Financial for Lutherans
Minnesota
$279K – – –
CSIC
541
Clifford Swan Investment Counsel
California
$276K -$23.8K -172 -8%
ERIM
542
Eagle Ridge Investment Management
Connecticut
$273K +$6.8K +49 +3%
CCT
543
Country Club Trust
Missouri
$273K +$78.3K +565 +40%
LA
544
LVW Advisors
New York
$271K -$3.6K -26 -1%
MFS
545
McNamara Financial Services
Massachusetts
$268K – – –
FWP
546
FAS Wealth Partners
Kansas
$268K +$14.6K +105 +6%
NL
547
NWAM LLC
Washington
$267K +$7.77K +56 +3%
AA
548
Ancora Advisors
Ohio
$265K – – –
JFA
549
Johanson Financial Advisors
California
$264K +$264K +1,902 New
BEAM
550
Baker Ellis Asset Management
Washington
$263K – – –
20 21
22
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