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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 %
WJA
576
Williams Jones & Associates
New York
$212K +$212K +1,345 New
SG
577
StoneX Group
New York
$212K +$212K +1,347 New
Thrivent Financial for Lutherans
578
Thrivent Financial for Lutherans
Minnesota
$211K -$60.2K -383 -22%
PP
579
PagnatoKarp Partners
Virginia
$210K +$210K +1,332 New
GG
580
Gofen & Glossberg
Illinois
$209K +$209K +1,331 New
SAM
581
Summit Asset Management
Tennessee
$208K +$208K +1,321 New
KWM
582
Kingsview Wealth Management
Oregon
$208K +$208K +1,324 New
WI
583
Wintrust Investments
Illinois
$207K +$207K +1,319 New
NCM
584
Next Capital Management
New York
$203K -$1.79M -11,381 -90%
CFA
585
Carroll Financial Associates
North Carolina
$203K – – –
SBL
586
Sargent Bickham Lagudis
Colorado
$194K – – –
WPW
587
Winthrop Partners - WNY
New York
$187K – – –
FANJ
588
Financial Architects (New Jersey)
New Jersey
$175K – – –
LWA
589
Lenox Wealth Advisors
New York
$172K – – –
GWA
590
Guidant Wealth Advisors
Illinois
$165K +$165K +1,047 New
CIAS
591
Capital Investment Advisory Services
North Carolina
$163K -$10.1K -64 -6%
SFSG
592
Stearns Financial Services Group
North Carolina
$162K -$4.73K -30 -3%
POIA
593
Pin Oak Investment Advisors
Texas
$159K – – –
MFW
594
Mosaic Family Wealth
Missouri
$149K – – –
AA
595
AlphaMark Advisors
Kentucky
$146K – – –
Lazard Asset Management
596
Lazard Asset Management
New York
$145K -$3.47M -22,136 -96%
WB
597
Webster Bank
Connecticut
$144K – – –
FC
598
Ferris Capital
Massachusetts
$135K +$114K +726 +554%
TCM
599
TD Capital Management
Tennessee
$133K -$5.35K -34 -4%
LFG
600
LifePlan Financial Group
Ohio
$130K +$89.5K +570 +221%
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