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iShares Russell 1000 ETF
IWB

Overview Fund Activity

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.25%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
2
DLIC
Daido Life Insurance Company
Japan
+$120M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$119M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$80.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$48.9M

Top Sellers

1
QI
QS Investors
New York
-$388M
2
BlackRock
BlackRock
New York
-$275M
3
Wells Fargo
Wells Fargo
California
-$69.9M
4
TSS
Two Sigma Securities
New York
-$53M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
601
Ironwood Financial
Arizona
$13K -$2.34K -16 -15%
CBT
602
Central Bank & Trust
Kentucky
$13K – – –
EWM
603
Endurance Wealth Management
Rhode Island
$12K – – –
1IA
604
1834 Investment Advisors
Wisconsin
$12K – – –
CAL
605
Capital Analysts LLC
Pennsylvania
$12K +$12K +82 New
AssetMark Inc
606
AssetMark Inc
California
$11K -$3.53K -25 -24%
AWM
607
AllSquare Wealth Management
New York
$10K – – –
SPIA
608
Steward Partners Investment Advisory
New York
$9K – – –
AA
609
AlphaMark Advisors
Kentucky
$8K – – –
ML
610
McAdam LLC
Pennsylvania
$8K +$8K +55 New
SIM
611
Sonora Investment Management
Arizona
$7.64K – – –
M
612
MOTCO
Texas
$7K – – –
BWA
613
BDO Wealth Advisors
Florida
$7K +$7K +50 New
SP
614
SWS Partners
Ohio
$5K – – –
APP
615
Avantax Planning Partners
Iowa
$4K +$4K +26 New
TI
616
Truepoint Inc
Ohio
$3.39K -$17.3K -2,547 -84%
THWM
617
Taylor Hoffman Wealth Management
Virginia
$3K – – –
BFC
618
Bedel Financial Consulting
Indiana
$3K +$3K +19 New
SWPG
619
Strategic Wealth Partners Group
Illinois
$2.75K -$19 -130 -0.7%
WCM
620
Wealthcare Capital Management
Virginia
$2K -$2.67K -20 -57%
FGC
621
Financial Gravity Companies
Texas
$2K +$1.23K +8 +160%
FGAM
622
Financial Gravity Asset Management
Texas
$2K +$2K +13 New
QIM
623
Quantitative Investment Management
Virginia
– -$29.6M -199,500 Closed
Balyasny Asset Management
624
Balyasny Asset Management
Illinois
– -$18.6M -125,000 Closed
VF
625
Virtu Financial
New York
– -$9.95M -66,956 Closed
23 24
25
26 27