IWB icon

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
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$10.2M +$275K +1,984 +3%
JSL
127
JT Stratford LLC
Georgia
$9.92M -$1.35M -9,706 -12%
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$9.89M +$9.11M +65,690 +1,174%
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$9.85M +$617K +4,447 +7%
AG
130
Advisor Group
Arizona
$9.74M +$3.89M +28,019 +66%
SIA
131
Strategic Investment Advisors
Michigan
$9.63M +$9.63M +69,428 New
BSW
132
Buckingham Strategic Wealth
Missouri
$9.56M +$4.96M +35,776 +108%
Deutsche Bank
133
Deutsche Bank
Germany
$9.46M +$9.22M +66,509 +3,860%
EHPM
134
Emery Howard Portfolio Management
California
$9.32M +$91.1K +657 +1%
BFM
135
Boston Financial Management
Massachusetts
$9.24M +$3.06M +22,047 +49%
RTS
136
Round Table Services
New Jersey
$9.15M -$72K -519 -0.8%
JIR
137
James Investment Research
Ohio
$8.89M +$2.95M +21,243 +50%
OCG
138
Opus Capital Group
Ohio
$8.89M +$849K +6,125 +11%
AAM
139
AMI Asset Management
California
$8.79M +$8.79M +63,404 New
UCFA
140
United Capital Financial Advisors
Texas
$8.64M +$2.88M +21,004 +50%
IC
141
InterOcean Capital
Illinois
$8.54M +$8.26M +59,555 +2,978%
SWP
142
Stratos Wealth Partners
Ohio
$8.47M -$3.13M -22,590 -27%
JC
143
JBF Capital
Colorado
$8.32M +$8.32M +60,000 New
TEE
144
Tibra Equities Europe
United Kingdom
$8.16M -$2.4M -17,322 -23%
Stifel Financial
145
Stifel Financial
Missouri
$7.99M -$545K -3,934 -6%
SEI Investments
146
SEI Investments
Pennsylvania
$7.9M +$6.07M +43,765 +332%
EWM
147
Evercore Wealth Management
New York
$7.9M -$969K -6,990 -11%
A
148
AdvicePeriod
California
$7.73M +$125K +900 +2%
HCC
149
Hirtle Callaghan & Co
Pennsylvania
$7.51M – – –
GW
150
GW & Wade
Massachusetts
$7.5M +$1.59M +11,477 +27%
4 5
6
7 8