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iShares Russell 1000 ETF
IWB

Overview Fund Activity

817 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 173 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
16.53%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
2.08%
New
73
Increased
173
Reduced
355
Closed
42
Calls
$4.25M
Puts
$1.51M
Net Calls
+$2.74M
Net Calls Change
+$233K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
BlackRock
BlackRock
New York
+$74.3M
3
BF
BOK Financial
Oklahoma
+$52.1M
4
RCIM
Red Cedar Investment Management
Michigan
+$32.4M
5
CCFM
Clear Creek Financial Management
Washington
+$31.9M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$275M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.7M
3
MRC
Millburn Ridgefield Corp
New York
-$41.8M
4
CCA
Catalyst Capital Advisors
New York
-$41.8M
5
MTB
Mizuho Trust & Banking
Japan
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$317K -$343K – –
TWM
627
Tolleson Wealth Management
Texas
$316K – – –
TCWM
628
Total Clarity Wealth Management
Illinois
$316K – – –
IWC
629
Integrated Wealth Concepts
Massachusetts
$315K -$9K -48 -3%
ERIM
630
Eagle Ridge Investment Management
Connecticut
$315K +$22.1K +118 +8%
SW
631
SkyOak Wealth
Michigan
$310K – – –
HTC
632
Haverford Trust Company
Pennsylvania
$309K – – –
TI
633
tru Independence
Oregon
$309K +$309K +1,648 New
WIM
634
Weitz Investment Management
Nebraska
$308K – – –
CFA
635
Carroll Financial Associates
North Carolina
$307K +$65.9K +353 +27%
MMHP
636
Murphy Middleton Hinkle & Parker
Georgia
$306K -$18.2K -97 -6%
IRAG
637
Investment Research & Advisory Group
Georgia
$306K – – –
IA
638
Independence Advisors
Pennsylvania
$297K -$15.7K -84 -5%
CAM
639
Cresset Asset Management
Illinois
$295K -$4.12K -22 -1%
MA
640
Mutual Advisors
Nebraska
$295K +$295K +1,575 New
SPFA
641
Summit Place Financial Advisors
New Jersey
$295K +$295K +1,575 New
PWLP
642
Prio Wealth Limited Partnership
Massachusetts
$294K -$14K -75 -5%
FWP
643
FAS Wealth Partners
Kansas
$292K +$4.49K +24 +2%
MFS
644
McNamara Financial Services
Massachusetts
$291K -$748 -4 -0.3%
KCM
645
Kendall Capital Management
Maryland
$287K – – –
HCP
646
Holt Capital Partners
Texas
$287K – – –
ACP
647
Aveo Capital Partners
Colorado
$287K +$287K +1,536 New
TTWM
648
TCV Trust & Wealth Management
Virginia
$285K -$14K -75 -5%
BFG
649
Barber Financial Group
Kansas
$285K – – –
MLIC
650
Mandatum Life Insurance Company
Finland
$284K – – –
24 25
26
27 28