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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
$875M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$250M
3
AC
Allstate Corporation
Illinois
$304M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$806M
5
MLFP
MPS Loria Financial Planners
Illinois
$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
$3.65B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
Morgan Stanley
Morgan Stanley
New York
$195M
4
DLIC
Daido Life Insurance Company
Japan
$219M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
551
Oakworth Capital
Alabama
$110K +$7.79K +48 +8%
AOWM
552
Alpha Omega Wealth Management
Virginia
$108K – – –
JFA
553
JNBA Financial Advisors
Minnesota
$108K +$108K +670 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$106K – – –
FHA
555
First Horizon Advisors
Tennessee
$102K – – –
BCM
556
Blume Capital Management
California
$101K – – –
LGWM
557
Litman Gregory Wealth Management
California
$100K – – –
SFSG
558
Stearns Financial Services Group
North Carolina
$98K +$98K +603 New
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.2K – – –
FMTCOCP
560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K – – –
GP
561
Girard Partners
Pennsylvania
$92K +$92K +571 New
BCI
562
Brinker Capital Investments
Pennsylvania
$91K – – –
EA
563
Elm Advisors
California
$88K +$88K +545 New
PAMG
564
Patton Albertson Miller Group
Tennessee
$88K +$88K +600 New
MCM
565
Mainstay Capital Management
Michigan
$86K +$86K +534 New
LWAC
566
Laurel Wealth Advisors (California)
California
$86K +$86K +537 New
CTC
567
Central Trust Company
Missouri
$84K – – –
NL
568
NVWM LLC
Pennsylvania
$82K – – –
CBT
569
Capital Bank & Trust
California
$79K – – –
AIM
570
Arcadia Investment Management
Michigan
$78K – – –
CFG
571
Citizens Financial Group
Rhode Island
$73K -$16.2K -100 -18%
GWM
572
Geneos Wealth Management
Colorado
$68K -$8.64K -54 -11%
KPCM
573
Kings Point Capital Management
New York
$67K -$40K -246 -37%
CCM
574
Cribstone Capital Management
Maine
$67K – – –
CWSR
575
Chessman Wealth Strategies RIA
Texas
$62K +$62K +386 New
21 22
23
24 25