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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 %
DT
551
Diversified Trust
Tennessee
$252K – – –
1SB
552
1ST Source Bank
Indiana
$252K – – –
FWP
553
FAS Wealth Partners
Kansas
$251K -$53K -337 -17%
FGAM
554
Financial Gravity Asset Management
Texas
$251K +$251K +1,580 New
SFG
555
StrategIQ Financial Group
Indiana
$250K +$472 +3 +0.2%
PAG
556
Pinnacle Advisory Group
Maryland
$249K -$10.4K -66 -4%
ACP
557
Aveo Capital Partners
Colorado
$249K – – –
MGIA
558
Moneta Group Investment Advisors
Missouri
$245K – – –
HCP
559
Holt Capital Partners
Texas
$241K – – –
MLIC
560
Mandatum Life Insurance Company
Finland
$239K – – –
PA
561
Pinnacle Associates
New York
$238K -$31.3K -199 -12%
QPWM
562
Quadrant Private Wealth Management
Pennsylvania
$238K +$787 +5 +0.3%
OWD
563
Osborn Williams & Donohoe
Ohio
$238K +$238K +1,480 New
MWM
564
Meridian Wealth Management
Kentucky
$231K +$231K +1,529 New
MFS
565
McNamara Financial Services
Massachusetts
$230K – – –
NNP
566
Nachman Norwood & Parrott
South Carolina
$230K – – –
VCM
567
Virtue Capital Management
Tennessee
$230K +$230K +1,459 New
PA
568
PFG Advisors
Arizona
$228K -$41.5K -254 -15%
BAAM
569
Baker Avenue Asset Management
California
$226K -$17K -108 -7%
IWA
570
Independence Wealth Advisors
Virginia
$220K +$220K +1,398 New
AMG
571
Asset Management Group
Connecticut
$219K +$219K +1,395 New
BHB
572
Bank Hapoalim BM
Israel
$217K +$217K +1,381 New
IFAM
573
Institutional & Family Asset Management
Colorado
$216K -$80.3K -511 -27%
ZCA
574
Zeke Capital Advisors
Pennsylvania
$215K -$79.3K -505 -27%
IWC
575
Integrated Wealth Concepts
Massachusetts
$213K +$213K +1,354 New
21 22
23
24 25