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iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 173 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
16.53%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
2.08%
New
73
Increased
173
Reduced
355
Closed
42
Calls
$4.25M
Puts
$1.51M
Net Calls
+$2.74M
Net Calls Change
+$233K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
BlackRock
BlackRock
New York
+$74.3M
3
BF
BOK Financial
Oklahoma
+$52.1M
4
RCIM
Red Cedar Investment Management
Michigan
+$32.4M
5
CCFM
Clear Creek Financial Management
Washington
+$31.9M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$275M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.7M
3
MRC
Millburn Ridgefield Corp
New York
-$41.8M
4
CCA
Catalyst Capital Advisors
New York
-$41.8M
5
MTB
Mizuho Trust & Banking
Japan
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
526
West Paces Advisors
Georgia
$550K – – –
CSIC
527
Clifford Swan Investment Counsel
California
$550K +$76.7K +410 +16%
CAG
528
Crestwood Advisors Group
Massachusetts
$549K +$10.7K +57 +2%
DDPIC
529
Deroy & Devereaux Private Investment Counsel
Michigan
$546K +$2.81K +15 +0.5%
AIM
530
Aspen Investment Management
Michigan
$540K – – –
PWMG
531
Prestige Wealth Management Group
New Jersey
$539K -$53.3K -285 -9%
SVWAG
532
Sound View Wealth Advisors Group
Georgia
$537K -$129K -691 -19%
YWP
533
YorkBridge Wealth Partners
New York
$534K +$5.61K +30 +1%
HWM
534
Hohimer Wealth Management
Washington
$533K – – –
KCPG
535
Kavar Capital Partners Group
Kansas
$532K -$24K -128 -4%
OFS
536
Oldfather Financial Services
Nebraska
$531K +$148K +757 +39%
Nuveen Asset Management
537
Nuveen Asset Management
Illinois
$529K -$74.6K -399 -12%
MPM
538
Meritage Portfolio Management
Kansas
$529K – – –
VWM
539
Venturi Wealth Management
Texas
$527K – – –
HGWM
540
Horst & Graben Wealth Management
Oregon
$521K +$5.8K +31 +1%
SFG
541
Summit Financial Group
West Virginia
$519K – – –
LPT
542
Legacy Private Trust
Wisconsin
$518K -$76.7K -410 -13%
GWSG
543
GPS Wealth Strategies Group
Colorado
$518K +$518K +2,770 New
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$514K – – –
MGWM
545
Marks Group Wealth Management
Minnesota
$512K – – –
WA
546
Waverly Advisors
Alabama
$506K – – –
Renaissance Technologies
547
Renaissance Technologies
New York
$505K -$1.29M -6,900 -72%
SWMG
548
Strategic Wealth Management Group
Maryland
$505K +$505K +2,700 New
AIP
549
Almanack Investment Partners
Pennsylvania
$498K +$498K +2,512 New
UFF
550
USA Financial Formulas
Michigan
$496K +$484K +2,589 +4,176%
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