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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 %
LWA
601
Lenox Wealth Advisors
New York
$152K -$92.6K -667 -38%
CIAS
602
Capital Investment Advisory Services
North Carolina
$152K +$152K +1,098 New
PFC
603
Phocas Financial Corp
California
$150K – – –
SFSG
604
Stearns Financial Services Group
North Carolina
$147K +$63.1K +454 +75%
POIA
605
Pin Oak Investment Advisors
Texas
$140K – – –
FTI
606
Fiduciary Trust International
Massachusetts
$134K +$134K +968 New
DPA
607
Delphi Private Advisors
California
$133K – – –
SIAS
608
Shine Investment Advisory Services
Colorado
$133K +$103K +745 +345%
MFW
609
Mosaic Family Wealth
Missouri
$132K – – –
AA
610
AlphaMark Advisors
Kentucky
$129K – – –
WB
611
Webster Bank
Connecticut
$127K – – –
Chevy Chase Trust
612
Chevy Chase Trust
Maryland
$126K +$126K +905 New
TCM
613
TD Capital Management
Tennessee
$122K +$10.5K +76 +9%
Bessemer Group
614
Bessemer Group
New Jersey
$111K – – –
SFC
615
SYM Financial Corp
Indiana
$110K – – –
NSB
616
Norway Savings Bank
Maine
$104K – – –
Legal & General Group
617
Legal & General Group
United Kingdom
$104K +$104K +750 New
CC
618
Claybrook Capital
Massachusetts
$98K +$98K +709 New
WDL
619
Well Done LLC
Michigan
$98K +$98K +709 New
LIA
620
LS Investment Advisors
Michigan
$97K – – –
PK
621
Pflug Koory
Nebraska
$97K – – –
AOWM
622
Alpha Omega Wealth Management
Virginia
$93K – – –
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$92.1K +$1.39K +10 +2%
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.2K +$7.49K +54 +9%
BCM
625
Blume Capital Management
California
$87K – – –
23 24
25
26 27