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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 %
WIM
526
Weitz Investment Management
Nebraska
$299K – – –
NWM
527
Northwest Wealth Management
Iowa
$298K – – –
BA
528
BKS Advisors
Michigan
$297K – – –
WWM
529
Western Wealth Management
Colorado
$296K -$22.1K -141 -7%
DLCIG
530
D.L. Carlson Investment Group
New Hampshire
$293K +$293K +1,862 New
RWA
531
Ropes Wealth Advisors
Massachusetts
$290K – – –
SI
532
Scharf Investments
California
$289K -$12.6M -80,322 -98%
NHC
533
Nicholas Hoffman & Company
Georgia
$287K +$1.1K +7 +0.4%
RPC
534
Rossmore Private Capital
Connecticut
$286K – – –
SYBT
535
Stock Yards Bank & Trust
Kentucky
$278K -$3.93K -25 -1%
RAM
536
Redmond Asset Management
Virginia
$273K -$3.94K -25 -1%
NCM
537
Northside Capital Management
Oregon
$273K – – –
AAS
538
Avantax Advisory Services
Texas
$273K +$273K +1,737 New
MMHP
539
Murphy Middleton Hinkle & Parker
Georgia
$272K – – –
AIA
540
Avalon Investment & Advisory
Texas
$272K +$272K +1,732 New
JFA
541
Johanson Financial Advisors
California
$269K -$30.6K -194 -10%
CCP
542
Corient Capital Partners
California
$269K – – –
TTWM
543
TCV Trust & Wealth Management
Virginia
$267K – – –
Franklin Resources
544
Franklin Resources
California
$266K -$15.6M -99,254 -98%
AAM
545
Aureus Asset Management
Massachusetts
$263K -$3.46K -22 -1%
FWIA
546
Fort Washington Investment Advisors
Ohio
$263K +$263K +1,671 New
CPO
547
Cerity Partners OCIO
New York
$262K – – –
Legal & General Group
548
Legal & General Group
United Kingdom
$260K +$142K +900 +120%
MOS
549
MGO One Seven
Ohio
$258K -$32.1K -205 -11%
ACP
550
Arcus Capital Partners
Georgia
$253K -$305K -1,934 -55%
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