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iShares Russell 1000 ETF
IWB

Overview Fund Activity

506 hedge funds and large institutions have $13.9B invested in iShares Russell 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
12.62%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
48
Increased
145
Reduced
186
Closed
34
Calls
$53.7M
Puts
$6.29M
Net Calls
+$47.4M
Net Calls Change
+$46.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.92B
2
QI
QS Investors
New York
+$106M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$74.7M
4
MRC
Millburn Ridgefield Corp
New York
+$59.7M
5
CCA
Catalyst Capital Advisors
New York
+$59.7M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$1.18B
2
Bank of America
Bank of America
North Carolina
-$122M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
AssetMark Inc
AssetMark Inc
California
-$98.6M
5
LPL Financial
LPL Financial
California
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
76
Sullivan, Bruyette, Speros & Blaney
Virginia
$19.5M -$750K -5,718 -4%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$19.4M +$5.58M +42,494 +40%
CCA
78
Conservest Capital Advisors
Pennsylvania
$19M +$19M +144,865 New
SWP
79
Stratos Wealth Partners
Ohio
$18.7M -$2.73M -20,773 -13%
Comerica Bank
80
Comerica Bank
Texas
$18.4M +$2.16M +16,232 +13%
SI
81
Stephens Inc
Arkansas
$18.1M -$2.15M -16,346 -11%
BCM
82
BTC Capital Management
Iowa
$18.1M +$1.86M +14,170 +11%
RJA
83
Raymond James & Associates
Florida
$17.9M -$1.94M -14,814 -10%
BAAM
84
Baker Avenue Asset Management
California
$16.6M +$198K +1,509 +1%
CB
85
Commerce Bank
Missouri
$16.3M +$60.1K +458 +0.4%
RTS
86
Round Table Services
New Jersey
$15.7M -$479K -3,648 -3%
BC
87
Brinker Capital
Pennsylvania
$15.3M -$83.7K -638 -0.5%
MWM
88
Modera Wealth Management
New Jersey
$15.3M -$788K -6,006 -5%
BTS
89
BB&T Securities
Virginia
$14.9M +$14.9M +113,457 New
TH
90
Timber Hill
Connecticut
$14.7M +$2.31M +17,622 +19%
EPP
91
ETF Portfolio Partners
Kansas
$14.5M +$447K +3,407 +3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$13.8M -$1.6M -12,183 -10%
JWM
93
Jackson Wealth Management
Florida
$13.8M +$12.1M +92,163 +682%
WFWM
94
Wechter Feldman Wealth Management
New Jersey
$13.4M +$278K +2,117 +2%
PIM
95
Parker Investment Management
California
$13.1M – – –
1GA
96
1st Global Advisors
Texas
$13.1M -$2.2M -16,787 -14%
SAM
97
Silvercrest Asset Management
New York
$12.9M +$180K +1,370 +1%
FMP
98
Financial Management Professionals
Texas
$12.4M +$1.42M +10,798 +13%
SIC
99
Sigma Investment Counselors
Michigan
$12.1M -$173K -1,315 -1%
GWS
100
Glassman Wealth Services
Virginia
$12M -$304K -2,320 -2%
2 3
4
5 6