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iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17B invested in iShares Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 223 increasing their positions, 262 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+102
Holders Change %
+14.27%
% of All Funds
16.13%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
137
Increased
223
Reduced
262
Closed
26
Calls
$1.57M
Puts
$1.96M
Net Calls
-$396K
Net Calls Change
-$16.1M

Top Buyers

1
QI
QS Investors
New York
+$472M
2
Bank of America
Bank of America
North Carolina
+$85.9M
3
Truist Financial
Truist Financial
North Carolina
+$72.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$41.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$429M
2
BlackRock
BlackRock
New York
-$102M
3
PFG
Pacific Financial Group
Washington
-$44.5M
4
Axa
Axa
France
-$41.8M
5
PPA
Parametric Portfolio Associates
Washington
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
626
Summit Wealth & Retirement Planning
California
$284K – – –
PAG
627
Pinnacle Advisory Group
Maryland
$283K – – –
ACP
628
Aveo Capital Partners
Colorado
$274K – – –
FWP
629
FAS Wealth Partners
Kansas
$274K – – –
HCP
630
Holt Capital Partners
Texas
$274K – – –
RSWM
631
Robertson Stephens Wealth Management
California
$274K – – –
RW
632
RVW Wealth
California
$273K +$893 +5 +0.3%
BFG
633
Barber Financial Group
Kansas
$272K – – –
SPIA
634
Steward Partners Investment Advisory
New York
$272K +$15.9K +89 +6%
RIA
635
Regal Investment Advisors
Michigan
$272K +$40.2K +225 +17%
MLIC
636
Mandatum Life Insurance Company
Finland
$271K – – –
VCA
637
Verdence Capital Advisors
Maryland
$270K – – –
QPWM
638
Quadrant Private Wealth Management
Pennsylvania
$263K -$3.93K -22 -1%
PA
639
Pinnacle Associates
New York
$260K – – –
NNP
640
Nachman Norwood & Parrott
South Carolina
$260K – – –
AAM
641
Aureus Asset Management
Massachusetts
$258K – – –
SRC
642
Shufro Rose & Co
New York
$258K +$53.5K +300 +26%
VC
643
Veracity Capital
Georgia
$257K +$257K +1,442 New
FCA
644
FinTrust Capital Advisors
South Carolina
$255K +$255K +1,431 New
LA
645
LVW Advisors
New York
$253K -$21.7K -122 -8%
AMG
646
Asset Management Group
Connecticut
$252K +$2.32K +13 +0.9%
RPC
647
Rossmore Private Capital
Connecticut
$250K -$24.8K -139 -9%
WTB
648
Washington Trust Bank
Washington
$248K – – –
MG
649
Mather Group
Illinois
$245K +$245K +1,372 New
FAIM
650
Financial Advocates Investment Management
Washington
$243K -$64.2K -360 -21%
24 25
26
27 28