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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 %
FCA
576
FinTrust Capital Advisors
South Carolina
$224K +$224K +1,612 New
HB
577
Homrich & Berg
Georgia
$223K +$278 +2 +0.1%
DT
578
Diversified Trust
Tennessee
$222K – – –
1SB
579
1ST Source Bank
Indiana
$222K +$222K +1,599 New
SFG
580
StrategIQ Financial Group
Indiana
$220K -$9.85K -71 -4%
HFP
581
Holistic Financial Partners
Indiana
$220K – – –
ACP
582
Aveo Capital Partners
Colorado
$219K – – –
ZF
583
Zhang Financial
Michigan
$218K +$218K +1,571 New
MGIA
584
Moneta Group Investment Advisors
Missouri
$216K -$139 -1 -0.1%
BAAM
585
Baker Avenue Asset Management
California
$214K -$115K -831 -35%
HCP
586
Holt Capital Partners
Texas
$213K – – –
MLIC
587
Mandatum Life Insurance Company
Finland
$211K – – –
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$210K +$19.4K +140 +10%
QPWM
589
Quadrant Private Wealth Management
Pennsylvania
$209K +$1.8K +13 +0.9%
CAM
590
Crestone Asset Management
Colorado
$202K +$202K +1,454 New
ZIM
591
Zacks Investment Management
Illinois
$202K +$202K +1,457 New
NNP
592
Nachman Norwood & Parrott
South Carolina
$202K +$202K +1,460 New
WTB
593
Washington Trust Bank
Washington
$193K – – –
SMFS
594
Squar Milner Financial Services
California
$184K +$70K +505 +61%
CFA
595
Carroll Financial Associates
North Carolina
$182K – – –
SBL
596
Sargent Bickham Lagudis
Colorado
$171K – – –
FHB
597
First Hawaiian Bank
Hawaii
$168K – – –
OIA
598
OneDigital Investment Advisors
Kansas
$166K +$1.8K +13 +1%
WPW
599
Winthrop Partners - WNY
New York
$163K – – –
FANJ
600
Financial Architects (New Jersey)
New Jersey
$154K -$68.2K -492 -31%
22 23
24
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