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iShares Russell 1000 ETF
IWB

Overview Fund Activity

701 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 256 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+65
Holders Change %
+10.22%
% of All Funds
15.64%
Holding in Top 10
96
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+35.21%
% of All Funds
2.14%
New
135
Increased
256
Reduced
150
Closed
62
Calls
$26M
Puts
$824K
Net Calls
+$25.2M
Net Calls Change
-$4.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$900M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$304M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$339M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$852M

Top Sellers

1
BlackRock
BlackRock
New York
$1.01B
2
QI
QS Investors
New York
$304M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$2.66M
5
AC
Allstate Corporation
Illinois
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$14.8M +$14.7M +107,080 +25,195%
SQA
102
Simon Quick Advisors
New Jersey
$14.7M +$5.67M +40,887 +63%
SIC
103
Sigma Investment Counselors
Michigan
$14.6M +$3.37M +24,313 +30%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$14.4M +$2.16M +15,551 +18%
FMP
105
Financial Management Professionals
Texas
$14.4M +$194K +1,397 +1%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$14.2M -$14.4M -103,862 -50%
MWM
107
Modera Wealth Management
New Jersey
$14.1M -$344K -2,481 -2%
EWF
108
Epstein & White Financial
California
$14M +$14M +101,060 New
Franklin Resources
109
Franklin Resources
California
$14M -$7.14M -51,500 -34%
EPP
110
ETF Portfolio Partners
Kansas
$13.7M +$39.1K +282 +0.3%
FNBT
111
FineMark National Bank & Trust
Florida
$13.6M -$8.6K -62 -0.1%
MA
112
Montag & Associates
Georgia
$13.6M +$4.41M +31,778 +48%
PIM
113
Parker Investment Management
California
$13.6M – – –
AL
114
Aspiriant LLC
California
$13.6M +$255K +1,838 +2%
CCM
115
Coldstream Capital Management
Washington
$13.5M +$12.9M +93,117 +2,057%
SAM
116
Silvercrest Asset Management
New York
$12.7M -$65.9K -475 -0.5%
PCMK
117
Paragon Capital Management (Kansas)
Kansas
$12.4M -$796K -5,741 -6%
HC
118
Hamilton Capital
Ohio
$11.9M -$3.26M -21,359 -22%
BPWA
119
Beacon Pointe Wealth Advisors
California
$11.8M +$11.8M +85,015 New
WTC
120
WhitTier Trust Company
Nevada
$11.7M +$24.3K +175 +0.2%
SI
121
Scharf Investments
California
$11.4M +$11.4M +82,158 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$11.3M +$1.79M +12,876 +19%
PO
123
Private Ocean
California
$10.7M +$8.55M +61,656 +406%
GWS
124
Glassman Wealth Services
Virginia
$10.6M -$53.7K -387 -0.5%
TIM
125
Tortoise Investment Management
New York
$10.2M -$90K -649 -0.9%
3 4
5
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