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iShares Russell 1000 ETF
IWB

Overview Fund Activity

690 hedge funds and large institutions have $14B invested in iShares Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
-11
Holders Change %
-1.57%
% of All Funds
14.96%
Holding in Top 10
87
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.38%
% of All Funds
1.89%
New
58
Increased
178
Reduced
268
Closed
67
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$23.7M

Top Buyers

1
BF
BOK Financial
Oklahoma
$214M
2
PPA
Parametric Portfolio Associates
Washington
$79.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$879M
4
QI
QS Investors
New York
$383M
5
Rafferty Asset Management
Rafferty Asset Management
New York
$30M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$567M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$202M
3
TF
TIAA FSB
Florida
$63.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
5
JHU
Johns Hopkins University
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Sigma Investment Counselors
Michigan
$16.6M +$63.7K +405 +0.4%
MWM
102
Modera Wealth Management
New Jersey
$15.8M -$221K -1,403 -1%
CCM
103
Coldstream Capital Management
Washington
$15.6M +$256K +1,628 +2%
FNBT
104
FineMark National Bank & Trust
Florida
$15.5M +$82.7K +526 +0.5%
PIM
105
Parker Investment Management
California
$15.4M – – –
PAG
106
Private Advisor Group
New Jersey
$15.1M -$1.73M -10,985 -10%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$14.9M -$1.25M -7,920 -8%
Stifel Financial
108
Stifel Financial
Missouri
$14.8M +$5.75M +36,542 +63%
MA
109
Montag & Associates
Georgia
$14.6M -$869K -5,527 -6%
BPWA
110
Beacon Pointe Wealth Advisors
California
$14.3M +$890K +5,651 +7%
SC
111
Schoolcraft Capital
Colorado
$13.7M +$13.7M +87,282 New
PCMK
112
Paragon Capital Management (Kansas)
Kansas
$13.6M -$473K -3,006 -3%
AL
113
Aspiriant LLC
California
$13.5M -$1.87M -11,891 -12%
WTC
114
WhitTier Trust Company
Nevada
$13.3M – – –
NA
115
NewEdge Advisors
Louisiana
$13.3M -$67.6K -430 -0.5%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$13.1M +$299K +1,899 +2%
HC
117
Hamilton Capital
Ohio
$12.2M -$12.6K -80 -0.1%
PO
118
Private Ocean
California
$12.1M -$12.1K -77 -0.1%
GWS
119
Glassman Wealth Services
Virginia
$12M +$4.41K +28 +0%
SIA
120
Strategic Investment Advisors
Michigan
$11.7M +$765K +4,866 +7%
JSL
121
JT Stratford LLC
Georgia
$11.6M +$391K +2,483 +3%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$11.6M +$31.1K +198 +0.3%
SAM
123
Silvercrest Asset Management
New York
$11.4M -$3.01M -19,115 -21%
TIM
124
Tortoise Investment Management
New York
$11.4M -$220K -1,400 -2%
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$11M -$5.3M -33,700 -33%
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5
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