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iShares Russell 1000 ETF
IWB

Overview Fund Activity

699 hedge funds and large institutions have $14.9B invested in iShares Russell 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+9
Holders Change %
+1.3%
% of All Funds
15.21%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.96%
New
48
Increased
216
Reduced
242
Closed
32
Calls
$18.4M
Puts
$2.82M
Net Calls
+$15.6M
Net Calls Change
+$14.2M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$403M
2
DLIC
Daido Life Insurance Company
Japan
$286M
3
TF
TIAA FSB
Florida
$180M
4
HHGA
Halbert Hargrove Global Advisors
California
$101M
5
QI
QS Investors
New York
$494M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$97.9M
2
BlackRock
BlackRock
New York
$1.12B
3
PPA
Parametric Portfolio Associates
Washington
$49M
4
SFM
Soros Fund Management
New York
$42.8M
5
Morgan Stanley
Morgan Stanley
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$11.7M -$51.9K -319 -0.4%
SAM
127
Silvercrest Asset Management
New York
$11.7M -$107K -655 -0.9%
GWS
128
Glassman Wealth Services
Virginia
$11.2M -$1.14M -7,007 -9%
MCM
129
Manchester Capital Management
Vermont
$11.1M – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$11M +$5.06K +31 +0%
AG
131
Advisor Group
Arizona
$10.8M +$216K +1,325 +2%
EHPM
132
Emery Howard Portfolio Management
California
$10.8M -$77K -473 -0.7%
OCG
133
Opus Capital Group
Ohio
$10.4M -$66.7K -410 -0.6%
DAS
134
Dynamic Advisor Solutions
Arizona
$10.3M +$10.3M +63,510 New
VAG
135
VisionPoint Advisory Group
Texas
$10.3M +$5.44M +33,432 +112%
BFM
136
Boston Financial Management
Massachusetts
$10.3M -$572K -3,513 -5%
A
137
AdvicePeriod
California
$10.1M +$1.04M +6,407 +11%
BSW
138
Buckingham Strategic Wealth
Missouri
$9.87M -$136K -838 -1%
IC
139
InterOcean Capital
Illinois
$9.86M -$48.8K -300 -0.5%
GW
140
GW & Wade
Massachusetts
$9.6M +$482K +2,963 +5%
JSL
141
JT Stratford LLC
Georgia
$9.49M -$2.56M -15,727 -21%
RTS
142
Round Table Services
New Jersey
$9.48M -$1.22M -7,479 -11%
DWM
143
Destination Wealth Management
California
$9.45M +$242K +1,488 +3%
EWM
144
Evercore Wealth Management
New York
$9.32M +$48.8K +300 +0.5%
FTIOP
145
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.25M +$9.25M +56,813 New
Jane Street
146
Jane Street
New York
$9.09M +$8.64M +53,058 +1,929%
CAN
147
Cetera Advisor Networks
California
$8.57M +$652K +4,008 +8%
NEPWA
148
New England Private Wealth Advisors
Massachusetts
$8.37M +$44.9K +276 +0.5%
BO
149
BRR OpCo
Ohio
$8.22M -$225K -1,385 -3%
CF
150
Copperwynd Financial
Arizona
$8.18M +$268K +1,648 +3%
4 5
6
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