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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 %
LGWM
626
Litman Gregory Wealth Management
California
$86K – – –
FMTCOCP
627
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
BCI
628
Brinker Capital Investments
Pennsylvania
$78K – – –
AWM
629
Avior Wealth Management
Nebraska
$76K -$30.1K -220 -28%
CTC
630
Central Trust Company
Missouri
$72K – – –
NL
631
NVWM LLC
Pennsylvania
$70K – – –
CBT
632
Capital Bank & Trust
California
$68K – – –
AIM
633
Arcadia Investment Management
Michigan
$67K – – –
ESB
634
Essex Savings Bank
Connecticut
$63K +$63K +451 New
CFG
635
Citizens Financial Group
Rhode Island
$62K – – –
WIM
636
Westside Investment Management
California
$59.6K +$59.6K +430 New
CCM
637
Cribstone Capital Management
Maine
$58K – – –
FFW
638
Fusion Family Wealth
New York
$58K +$19.6K +140 +51%
KPCM
639
Kings Point Capital Management
New York
$57K – – –
RFA
640
Reilly Financial Advisors
California
$55K +$27.5K +200 +100%
BHWM
641
Bay Harbor Wealth Management
Maryland
$54K +$54K +388 New
EWM
642
Executive Wealth Management
Michigan
$50K +$50K +358 New
Simplex Trading
643
Simplex Trading
Illinois
$47K +$47K +344 New
AF
644
Advisornet Financial
Minnesota
$46K +$413 +3 +0.9%
PCFFS
645
Pacific Center for Financial Services
California
$40K – – –
KCM
646
Karp Capital Management
California
$40K +$40K +285 New
FA
647
Financial Advantage
Maryland
$40K +$40K +290 New
DBT
648
Dubuque Bank & Trust
Iowa
$39K – – –
BWA
649
Burt Wealth Advisors
Maryland
$38K – – –
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$38K – – –
24 25
26
27 28