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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 %
WIM
551
Weitz Investment Management
Nebraska
$263K – – –
NWM
552
Northwest Wealth Management
Iowa
$262K – – –
IFAM
553
Institutional & Family Asset Management
Colorado
$262K +$73.8K +531 +39%
BA
554
BKS Advisors
Michigan
$261K -$18.8K -136 -7%
ZCA
555
Zeke Capital Advisors
Pennsylvania
$260K – – –
WB
556
WesBanco Bank
West Virginia
$256K -$4.88M -35,110 -95%
VFA
557
Voya Financial Advisors
Connecticut
$256K -$11.3K -82 -4%
RWA
558
Ropes Wealth Advisors
Massachusetts
$256K – – –
MOS
559
MGO One Seven
Ohio
$256K +$56.8K +411 +29%
RPC
560
Rossmore Private Capital
Connecticut
$252K -$25.7K -185 -9%
PA
561
PFG Advisors
Arizona
$252K -$3.52K -23 -1%
SCM
562
SOL Capital Management
Maryland
$252K – – –
NHC
563
Nicholas Hoffman & Company
Georgia
$252K +$2.77K +20 +1%
SYBT
564
Stock Yards Bank & Trust
Kentucky
$249K – – –
RAM
565
Redmond Asset Management
Virginia
$244K +$34.1K +246 +16%
MMHP
566
Murphy Middleton Hinkle & Parker
Georgia
$240K – – –
NCM
567
Northside Capital Management
Oregon
$240K – – –
CAAS
568
Capital Asset Advisory Services
Michigan
$239K -$1.39K -10 -0.6%
NFG
569
Next Financial Group
Texas
$239K +$233K +1,675 +3,722%
CCP
570
Corient Capital Partners
California
$237K -$81.1K -585 -25%
PA
571
Pinnacle Associates
New York
$237K +$237K +1,710 New
TTWM
572
TCV Trust & Wealth Management
Virginia
$236K – – –
AAM
573
Aureus Asset Management
Massachusetts
$235K – – –
CPO
574
Cerity Partners OCIO
New York
$231K – – –
PAG
575
Pinnacle Advisory Group
Maryland
$229K – – –
21 22
23
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