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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 %
NC
676
NovaPoint Capital
Georgia
$244K -$20.8K -111 -8%
BEAM
677
Baker Ellis Asset Management
Washington
$243K -$17.9K -96 -7%
MAS
678
Madden Advisory Services
Florida
$241K -$15.3K -82 -6%
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$235K -$10.1K -54 -4%
IFAM
680
Institutional & Family Asset Management
Colorado
$233K -$252K -1,344 -52%
Thrivent Financial for Lutherans
681
Thrivent Financial for Lutherans
Minnesota
$231K +$231K +1,235 New
SS
682
Simplicity Solutions
Minnesota
$229K -$33K -176 -13%
SAM
683
Summit Asset Management
Tennessee
$225K – – –
CWM
684
Circle Wealth Management
New Jersey
$225K – – –
CNFG
685
Creegan & Nassoura Financial Group
New Hampshire
$225K – – –
QC
686
QCM Cayman
Texas
$225K – – –
PBF
687
Petix & Botte Financial
California
$223K -$266K -1,426 -54%
DT
688
Diversified Trust
Tennessee
$223K – – –
ZCA
689
Zeke Capital Advisors
Pennsylvania
$222K – – –
VCP
690
Vista Capital Partners
Oregon
$221K – – –
AC
691
AlphaCore Capital
California
$220K -$10.7K -57 -5%
HTHT
692
Hemenway Trust Hemenway Trust
New Hampshire
$220K – – –
GP
693
Geneva Partners
Wisconsin
$220K +$374 +2 +0.2%
AWA
694
Arete Wealth Advisors
Illinois
$219K -$2.06K -11 -0.9%
HWM
695
Howard Wealth Management
Connecticut
$219K – – –
SBL
696
Sargent Bickham Lagudis
Colorado
$218K -$13.5K -72 -6%
EWM
697
EPG Wealth Management
Georgia
$216K +$216K +1,154 New
EWF
698
Epstein & White Financial
California
$211K -$84.3K -449 -29%
IP
699
Isthmus Partners
Wisconsin
$210K +$210K +1,120 New
BIA
700
Bigelow Investment Advisors
Maine
$210K +$210K +1,120 New
26 27
28
29 30