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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
$1.92B
2
BlackRock
BlackRock
New York
$1.18B
3
BF
BOK Financial
Oklahoma
$353M
4
RCIM
Red Cedar Investment Management
Michigan
$74.3M
5
CCFM
Clear Creek Financial Management
Washington
$31.9M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$668M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.16B
3
MRC
Millburn Ridgefield Corp
New York
$198M
4
CCA
Catalyst Capital Advisors
New York
$198M
5
MTB
Mizuho Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
751
HCR Wealth Advisors
California
$85K – – –
PCIA
752
Prime Capital Investment Advisors
Kansas
$80K +$187 +1 +0.2%
BWM
753
BNC Wealth Management
Oregon
$75K +$75K +400 New
NFG
754
Next Financial Group
Texas
$74K +$74K +392 New
KCM
755
Kathmere Capital Management
Pennsylvania
$66K +$66K +351 New
CPW
756
Catalyst Private Wealth
California
$63K +$63K +338 New
AF
757
Advisornet Financial
Minnesota
$59K -$6.95K -37 -11%
SWM
758
Sugarloaf Wealth Management
Georgia
$58K +$29K +155 +100%
CFB
759
Cullen/Frost Bankers
Texas
$57K +$16.9K +90 +42%
PCFFS
760
Pacific Center for Financial Services
California
$54K – – –
FFW
761
Fusion Family Wealth
New York
$51K – – –
BWA
762
Burt Wealth Advisors
Maryland
$51K – – –
Legal & General Group
763
Legal & General Group
United Kingdom
$51K – – –
HS
764
Horan Securities
United States
$50K +$187 +1 +0.4%
HWA
765
HHM Wealth Advisors
Tennessee
$48K – – –
NIC
766
Northwest Investment Counselors
Oregon
$47K +$47K +250 New
BFC
767
Bedel Financial Consulting
Indiana
$43K – – –
AAP
768
Arax Advisory Partners
Colorado
$40K – – –
JCM
769
Jacobi Capital Management
Pennsylvania
$39K – – –
CAL
770
Capital Analysts LLC
Pennsylvania
$39K +$185 +1 +0.5%
EWM
771
Edge Wealth Management
New York
$37K +$37K +200 New
AIM
772
Anchor Investment Management
South Carolina
$36.9K – – –
AF
773
Affiance Financial
Minnesota
$36K – – –
VNA
774
Valley National Advisers
Pennsylvania
$35K – – –
JWM
775
Janiczek Wealth Management
Colorado
$34K – – –
29 30
31
32 33