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iShares Russell 1000 ETF
IWB

Overview Fund Activity

904 hedge funds and large institutions have $19.7B invested in iShares Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 255 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+87
Holders Change %
+10.65%
% of All Funds
16.04%
Holding in Top 10
116
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.62%
% of All Funds
2.06%
New
141
Increased
255
Reduced
290
Closed
38
Calls
$3.32M
Puts
$1.91M
Net Calls
+$1.41M
Net Calls Change
-$1.33M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$163M
2
QI
QS Investors
New York
+$105M
3
BlackRock
BlackRock
New York
+$94.1M
4
Bank of America
Bank of America
North Carolina
+$64.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$55.6M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$611M
2
BF
BOK Financial
Oklahoma
-$53.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$43M
4
CIM
CenturyLink Investment Management
Colorado
-$39.8M
5
MRC
Millburn Ridgefield Corp
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
576
Marks Group Wealth Management
Minnesota
$580K – – –
JF
577
Jump Financial
Illinois
$574K +$574K +2,709 New
SWMG
578
Strategic Wealth Management Group
Maryland
$572K – – –
SPC
579
Sigma Planning Corp
Michigan
$562K +$43.8K +207 +8%
CFA
580
Carroll Financial Associates
North Carolina
$559K +$211K +994 +60%
PWMG
581
Prestige Wealth Management Group
New Jersey
$558K -$52.8K -249 -9%
JIC
582
Joel Isaacson & Co
New York
$557K – – –
PMFA
583
Plante Moran Financial Advisors
Michigan
$556K +$18.2K +86 +3%
WAM
584
Weatherly Asset Management
California
$554K – – –
CIC
585
Carnegie Investment Counsel
Ohio
$551K +$21.8K +103 +4%
CM
586
Columbus Macro
Pennsylvania
$548K – – –
FBB
587
Fulton Breakefield Broenniman
Maryland
$548K – – –
CCP
588
Cardan Capital Partners
Colorado
$547K – – –
AFP
589
Ausdal Financial Partners
Iowa
$547K +$67.4K +318 +14%
CWM
590
Concentric Wealth Management
California
$541K +$13.8K +65 +3%
SWA
591
SOA Wealth Advisors
New York
$538K +$538K +2,424 New
AT
592
Arden Trust
Delaware
$536K -$213K -1,006 -28%
LP
593
LGL Partners
Pennsylvania
$536K +$2.12K +10 +0.4%
Wealth Enhancement Advisory Services
594
Wealth Enhancement Advisory Services
Minnesota
$536K +$132K +617 +33%
AIP
595
Almanack Investment Partners
Pennsylvania
$532K – – –
AA
596
Ancora Advisors
Ohio
$532K +$128K +603 +32%
NFC
597
Northeast Financial Consultants
Connecticut
$530K – – –
CAL
598
Capital Advisors Ltd
Ohio
$529K +$212 +1 +0%
RWA
599
Ropes Wealth Advisors
Massachusetts
$527K +$137K +645 +35%
WWM
600
Western Wealth Management
Colorado
$521K -$23.3K -110 -4%
22 23
24
25 26