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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 %
SMFS
601
Squar Milner Financial Services
California
$129K -$79.2K -505 -38%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$128K +$23.6K +150 +23%
Bessemer Group
603
Bessemer Group
New Jersey
$126K – – –
SFC
604
SYM Financial Corp
Indiana
$125K – – –
NSB
605
Norway Savings Bank
Maine
$118K – – –
AA
606
Advisory Alpha
Michigan
$114K +$114K +715 New
LIA
607
LS Investment Advisors
Michigan
$110K – – –
PK
608
Pflug Koory
Nebraska
$110K – – –
FDCDDQ
609
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K +$3.46K +22 +3%
CMO
610
Covenant Multifamily Offices
Texas
$100K +$100K +638 New
FHA
611
First Horizon Advisors
Tennessee
$99K -$1.15M -7,361 -92%
BCM
612
Blume Capital Management
California
$99K – – –
LGWM
613
Litman Gregory Wealth Management
California
$97K – – –
CAL
614
Capital Analysts LLC
Pennsylvania
$96K +$96K +615 New
SIAS
615
Shine Investment Advisory Services
Colorado
$93K -$57.5K -367 -38%
AOWM
616
Alpha Omega Wealth Management
Virginia
$92K -$13.2K -84 -13%
TWA
617
TCI Wealth Advisors
Arizona
$91K +$91K +577 New
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K – – –
BCI
619
Brinker Capital Investments
Pennsylvania
$88K – – –
SWM
620
SeaCrest Wealth Management
New York
$84K -$345K -2,199 -80%
CTC
621
Central Trust Company
Missouri
$82K – – –
CBT
622
Capital Bank & Trust
California
$77K – – –
BBHC
623
Brown Brothers Harriman & Co
New York
$77K +$77K +490 New
GWM
624
Geneos Wealth Management
Colorado
$76K -$16.6M -107,016 -100%
AWM
625
Avior Wealth Management
Nebraska
$76K -$10.3K -66 -12%
23 24
25
26 27