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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
$875M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$250M
3
AC
Allstate Corporation
Illinois
$304M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$806M
5
MLFP
MPS Loria Financial Planners
Illinois
$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
$3.65B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
Morgan Stanley
Morgan Stanley
New York
$195M
4
DLIC
Daido Life Insurance Company
Japan
$219M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
101
JT Stratford LLC
Georgia
$13.1M +$111K +688 +0.9%
SIC
102
Sigma Investment Counselors
Michigan
$13.1M -$370K -2,290 -3%
Two Sigma Investments
103
Two Sigma Investments
New York
$12.6M +$6.77M +41,840 +115%
GWS
104
Glassman Wealth Services
Virginia
$12.4M +$53.9K +333 +0.4%
TEE
105
Tibra Equities Europe
United Kingdom
$12.3M +$9.53M +58,954 +342%
TIM
106
Tortoise Investment Management
New York
$12M -$42.7K -264 -0.4%
PAG
107
Private Advisor Group
New Jersey
$11.7M +$5.05M +31,239 +76%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$11.5M +$594K +3,675 +5%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$11.1M -$245K -1,511 -2%
EHPM
110
Emery Howard Portfolio Management
California
$10.8M -$67.9K -420 -0.6%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$10.8M +$5.34K +33 +0%
MA
112
Montag & Associates
Georgia
$10.8M – – –
RTS
113
Round Table Services
New Jersey
$10.8M -$3.93M -24,278 -27%
WT
114
Whittier Trust
California
$10.6M +$9.06K +56 +0.1%
SQA
115
Simon Quick Advisors
New Jersey
$10.6M +$485 +3 +0%
KP
116
Keel Point
Alabama
$10.4M +$335K +2,072 +3%
EWM
117
Evercore Wealth Management
New York
$10.3M +$251K +1,550 +2%
Stifel Financial
118
Stifel Financial
Missouri
$9.95M +$87.3K +540 +0.9%
OCG
119
Opus Capital Group
Ohio
$9.37M -$5.18K -32 -0.1%
AC
120
Avestar Capital
New York
$9.33M +$195K +1,209 +2%
A
121
AdvicePeriod
California
$8.87M – – –
HCC
122
Hirtle Callaghan & Co
Pennsylvania
$8.76M – – –
BO
123
BRR OpCo
Ohio
$8.58M -$76.8K -475 -0.9%
WFWM
124
Wechter Feldman Wealth Management
New Jersey
$8.51M -$6.82M -42,200 -45%
Millennium Management
125
Millennium Management
New York
$8.34M +$1.22M +7,545 +17%
3 4
5
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