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iShares Russell 1000 ETF
IWB

Overview Fund Activity

715 hedge funds and large institutions have $15.4B invested in iShares Russell 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 208 increasing their positions, 231 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
15.7%
Holding in Top 10
90
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.98%
New
53
Increased
208
Reduced
231
Closed
35
Calls
$17.6M
Puts
$1.84M
Net Calls
+$15.7M
Net Calls Change
+$129K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$148M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
3
BlackRock
BlackRock
New York
$1.19B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
5
Comerica Bank
Comerica Bank
Texas
$73.9M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$196M
2
QI
QS Investors
New York
$379M
3
SFM
Soros Fund Management
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.72M
5
PPA
Parametric Portfolio Associates
Washington
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
701
AssetMark Inc
California
$10K – – –
SIM
702
Sonora Investment Management
Arizona
$9K – – –
CFGS
703
Concourse Financial Group Securities
Alabama
$8K -$20K -125 -71%
BWM
704
BerganKDV Wealth Management
Minnesota
$8K – – –
PWP
705
Personal Wealth Partners
Minnesota
$8K +$8K +50 New
GT
706
Glenmede Trust
Pennsylvania
$7.25K +$14 +84 +0.2%
Toronto Dominion Bank
707
Toronto Dominion Bank
Ontario, Canada
$6K +$6K +38 New
UB
708
UMB Bank
Missouri
$5.28K -$230 -1,398 -4%
TWA
709
TCI Wealth Advisors
Arizona
$5K -$96.2K -577 -95%
OC
710
Oakworth Capital
Alabama
$4K – – –
HGWM
711
Harvest Group Wealth Management
Massachusetts
$4K +$4K +25 New
THWM
712
Taylor Hoffman Wealth Management
Virginia
$3K – – –
HI
713
Hudock Inc
Pennsylvania
$2K – – –
SCA
714
Stonebridge Capital Advisors
Minnesota
$1K – – –
FCH
715
Freestone Capital Holdings
Washington
$705 – – –
SWP
716
Strategic Wealth Partners
Ohio
$275 -$30 -185 -10%
AMCA
717
Arthur M. Cohen & Associates
Illinois
$225 -$948 -5,765 -81%
SFM
718
Soros Fund Management
New York
– -$42.8M -262,740 Closed
HF
719
HRT Financial
New York
– -$2.55M -15,663 Closed
TF
720
Trek Financial
Arizona
– -$1.69M -10,368 Closed
Millennium Management
721
Millennium Management
New York
– -$1.61M -9,879 Closed
RCAG
722
Rehmann Capital Advisory Group
Michigan
– -$1.59M -9,748 Closed
SS
723
Simplicity Solutions
Minnesota
– -$1.11M -6,806 Closed
HFA
724
High Falls Advisors
New York
– -$795K -4,881 Closed
COI
725
Connable Office Inc
Michigan
– -$524K -3,221 Closed
27 28
29
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