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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
$214M
2
PPA
Parametric Portfolio Associates
Washington
$79.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$879M
4
QI
QS Investors
New York
$383M
5
Rafferty Asset Management
Rafferty Asset Management
New York
$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$567M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$202M
3
TF
TIAA FSB
Florida
$63.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
5
JHU
Johns Hopkins University
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$49.1M -$6.85M -43,531 -12%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$48M +$5.81M +36,912 +14%
FPTW
53
Franklin, Parlapiano, Turner & Welch
Texas
$47.1M +$199K +1,264 +0.4%
BP
54
Ballentine Partners
Massachusetts
$46.5M – – –
PFG
55
Pacific Financial Group
Washington
$46.4M +$9.99M +63,532 +27%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$46M -$1.46M -9,293 -3%
ANTB
57
AMG National Trust Bank
Colorado
$45.4M -$3.52M -22,377 -7%
BFPW
58
BOK Financial Private Wealth
Colorado
$43.2M -$4.43M -28,162 -9%
LSAG
59
Lake Street Advisors Group
New Hampshire
$40.9M +$3.64M +23,136 +10%
Axa
60
Axa
France
$40.8M – – –
BJL
61
Brighton Jones LLC
Washington
$37.7M -$1.63M -10,355 -4%
WT
62
Washington Trust
Rhode Island
$37.2M -$511K -3,195 -1%
AIA
63
Arbor Investment Advisors
North Carolina
$37M +$89.4K +568 +0.2%
GFPC
64
Global Financial Private Capital
Florida
$35.3M -$4.4M -27,955 -11%
MWP
65
MYCIO Wealth Partners
Pennsylvania
$33.7M -$88.4K -562 -0.3%
JWA
66
JFS Wealth Advisors
Pennsylvania
$33M +$316K +2,010 +1%
CFN
67
Cordasco Financial Network
Florida
$33M +$392K +2,494 +1%
HighTower Advisors
68
HighTower Advisors
Illinois
$32.5M -$14.2M -90,476 -30%
DIP
69
DT Investment Partners
Pennsylvania
$31M +$13.1M +83,370 +73%
DC
70
Derby & Company
Massachusetts
$30.3M +$1.15M +7,318 +4%
SLT
71
St Louis Trust
Missouri
$30.2M -$540K -3,433 -2%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$30M +$30M +190,638 New
CL
73
Choreo LLC
Illinois
$29.2M -$492K -3,126 -2%
CWM
74
Campbell Wealth Management
Virginia
$27.3M +$10.4M +65,973 +61%
SCM
75
Sterling Capital Management
North Carolina
$25.4M -$1.11M -7,065 -4%
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