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iShares Russell 1000 ETF
IWB

Overview Fund Activity

621 hedge funds and large institutions have $14.5B invested in iShares Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 239 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
14.25%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
1.72%
New
49
Increased
181
Reduced
239
Closed
42
Calls
$17.6M
Puts
$4.9M
Net Calls
+$12.7M
Net Calls Change
+$7.19M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
2
DLIC
Daido Life Insurance Company
Japan
+$120M
3
DILIC
Dai-ichi Life Insurance Company
Japan
+$119M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$80.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$48.9M

Top Sellers

1
QI
QS Investors
New York
-$388M
2
BlackRock
BlackRock
New York
-$275M
3
Wells Fargo
Wells Fargo
California
-$69.9M
4
TSS
Two Sigma Securities
New York
-$53M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$12.6M -$70.5K -480 -0.6%
WTC
102
WhitTier Trust Company
Nevada
$12.4M +$8.6M +58,573 +226%
JSL
103
JT Stratford LLC
Georgia
$11.7M -$398K -2,710 -3%
UOC
104
University of Chicago
Illinois
$11.4M +$11.4M +77,833 New
GWS
105
Glassman Wealth Services
Virginia
$11.2M -$212K -1,441 -2%
TIM
106
Tortoise Investment Management
New York
$11M -$58.7K -400 -0.5%
KP
107
Keel Point
Alabama
$10.5M +$320K +2,176 +3%
EHPM
108
Emery Howard Portfolio Management
California
$10.1M -$96.9K -660 -1%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$10M -$369K -2,516 -4%
MA
110
Montag & Associates
Georgia
$9.77M – – –
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$9.72M +$497K +3,405 +5%
SQA
112
Simon Quick Advisors
New Jersey
$9.66M +$9.62M +65,503 +24,260%
MFP
113
Mosaic Financial Partners
California
$9.2M +$4.52M +30,782 +97%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$9.19M -$590K -4,109 -6%
WT
115
Whittier Trust
California
$9.06M – – –
EWM
116
Evercore Wealth Management
New York
$8.99M +$6.02K +41 +0.1%
Stifel Financial
117
Stifel Financial
Missouri
$8.73M -$1.09M -7,454 -11%
AC
118
Avestar Capital
New York
$8.69M -$1.43M -9,767 -14%
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$8.59M -$2.59M -17,633 -23%
OCG
120
Opus Capital Group
Ohio
$8.52M -$67.4K -459 -0.8%
Jane Street
121
Jane Street
New York
$8.26M -$26M -176,934 -76%
BO
122
BRR OpCo
Ohio
$8.1M -$320K -2,179 -4%
A
123
AdvicePeriod
California
$8.06M – – –
MPPLM
124
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.02M +$616K +4,192 +8%
PCG
125
Private Capital Group
Connecticut
$8.02M +$856K +5,831 +12%
3 4
5
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