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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 %
MCM
126
Manchester Capital Management
Vermont
$10.7M +$8.67M +55,096 +421%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$10.6M -$520K -3,304 -5%
EHPM
128
Emery Howard Portfolio Management
California
$10.5M -$34.8K -221 -0.3%
BFM
129
Boston Financial Management
Massachusetts
$10.5M -$15.9K -101 -0.2%
RTS
130
Round Table Services
New Jersey
$10.3M -$45.1K -287 -0.4%
AG
131
Advisor Group
Arizona
$10.3M -$782K -4,968 -7%
OCG
132
Opus Capital Group
Ohio
$10.1M -$2.83K -18 -0%
BSW
133
Buckingham Strategic Wealth
Missouri
$9.67M -$1.17M -7,413 -11%
IC
134
InterOcean Capital
Illinois
$9.58M -$104K -660 -1%
PAM
135
Panagora Asset Management
Massachusetts
$9.44M +$3.01M +19,165 +47%
EWM
136
Evercore Wealth Management
New York
$8.96M – – –
DWM
137
Destination Wealth Management
California
$8.89M +$699K +4,443 +9%
GW
138
GW & Wade
Massachusetts
$8.81M +$297K +1,889 +3%
A
139
AdvicePeriod
California
$8.77M – – –
JIR
140
James Investment Research
Ohio
$8.33M -$1.76M -11,192 -17%
BO
141
BRR OpCo
Ohio
$8.16M +$234K +1,488 +3%
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$8.05M +$32.1K +204 +0.4%
OFG
143
Omega Financial Group
California
$7.78M -$392K -2,494 -5%
SCG
144
Saban Capital Group
California
$7.76M – – –
BAC
145
Boys Arnold & Co
North Carolina
$7.74M – – –
CRC
146
Curi RMB Capital
Illinois
$7.69M +$5.86M +37,247 +319%
CAN
147
Cetera Advisor Networks
California
$7.65M +$71.6K +455 +0.9%
CF
148
Copperwynd Financial
Arizona
$7.64M +$291K +1,849 +4%
PA
149
Paracle Advisors
Washington
$7.57M -$73.6K -468 -1%
SEI Investments
150
SEI Investments
Pennsylvania
$7.54M -$1.42M -9,050 -16%
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