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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 %
NSIM
676
North Star Investment Management
Illinois
$15K – – –
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
BWM
678
Baystate Wealth Management
Massachusetts
$15K +$15K +102 New
BRC
679
Bell Rock Capital
Delaware
$14K -$13.7K -101 -50%
MSA
680
Marino Stram & Associates
Massachusetts
$14K -$5.12K -38 -27%
WP
681
WealthShield Partners
North Carolina
$14K +$560 +4 +4%
WCM
682
WealthBridge Capital Management
Ohio
$14K +$14K +100 New
JA
683
JOYN Advisors
Georgia
$13K – – –
IF
684
Ironwood Financial
Arizona
$12K – – –
BWA
685
BDO Wealth Advisors
Florida
$12K +$5.33K +40 +80%
LB
686
Legacy Bridge
Iowa
$12K +$12K +86 New
LWM
687
Liberty Wealth Management
California
$12K +$12K +91 New
NA
688
NewEdge Advisors
Louisiana
$11.8K +$11.8K +84,990 New
EWM
689
Endurance Wealth Management
Rhode Island
$11K – – –
CBT
690
Central Bank & Trust
Kentucky
$11K – – –
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +70 New
SFA
692
Stewardship Financial Advisors
Georgia
$10K +$10K +75 New
AWM
693
AllSquare Wealth Management
New York
$9K – – –
AssetMark Inc
694
AssetMark Inc
California
$8K – – –
GT
695
Glenmede Trust
Pennsylvania
$7.3K +$1.19K +8,600 +20%
OC
696
Oakworth Capital
Alabama
$7K -$91.9K -630 -93%
SIM
697
Sonora Investment Management
Arizona
$7K – – –
UB
698
UMB Bank
Missouri
$4.5K – – –
WA
699
WestEnd Advisors
North Carolina
$3.19K +$3.19K +23 New
THWM
700
Taylor Hoffman Wealth Management
Virginia
$2K – – –
26 27
28
29 30