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iShares Russell 1000 ETF
IWB

Overview Fund Activity

715 hedge funds and large institutions have $15.4B invested in iShares Russell 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 208 increasing their positions, 231 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
15.7%
Holding in Top 10
90
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.98%
New
53
Increased
208
Reduced
231
Closed
35
Calls
$17.6M
Puts
$1.84M
Net Calls
+$15.7M
Net Calls Change
+$129K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$148M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
3
BlackRock
BlackRock
New York
$1.19B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.01B
5
Comerica Bank
Comerica Bank
Texas
$73.9M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$196M
2
QI
QS Investors
New York
$379M
3
SFM
Soros Fund Management
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.72M
5
PPA
Parametric Portfolio Associates
Washington
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
126
Curi RMB Capital
Illinois
$13M +$5.58M +33,906 +75%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$12.9M -$549K -3,339 -4%
HC
128
Hamilton Capital
Ohio
$12.7M -$65K -395 -0.5%
PO
129
Private Ocean
California
$12.4M -$23.7K -144 -0.2%
RhumbLine Advisers
130
RhumbLine Advisers
Massachusetts
$12.1M +$4.35M +26,427 +56%
TSS
131
Two Sigma Securities
New York
$12M +$6.3M +38,287 +110%
PFBT
132
Parkside Financial Bank & Trust
Missouri
$11.9M -$114K -693 -0.9%
SAM
133
Silvercrest Asset Management
New York
$11.8M -$61.7K -375 -0.5%
GWS
134
Glassman Wealth Services
Virginia
$11.4M -$8.89K -54 -0.1%
MCM
135
Manchester Capital Management
Vermont
$11.2M – – –
A
136
AdvicePeriod
California
$11.1M +$853K +5,184 +8%
TIM
137
Tortoise Investment Management
New York
$10.6M -$1.31M -7,965 -11%
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$10.4M -$730K -4,437 -7%
William Blair & Company
139
William Blair & Company
Illinois
$10.3M +$3.12M +18,953 +44%
GW
140
GW & Wade
Massachusetts
$10.2M +$521K +3,164 +5%
AG
141
Advisor Group
Arizona
$10.2M -$793K -4,818 -7%
IC
142
InterOcean Capital
Illinois
$9.95M -$16.5K -100 -0.2%
DAS
143
Dynamic Advisor Solutions
Arizona
$9.92M -$529K -3,218 -5%
Two Sigma Investments
144
Two Sigma Investments
New York
$9.88M +$8.54M +51,930 +641%
BFM
145
Boston Financial Management
Massachusetts
$9.81M -$556K -3,378 -5%
EHPM
146
Emery Howard Portfolio Management
California
$9.8M -$1.14M -6,932 -10%
OCG
147
Opus Capital Group
Ohio
$9.71M -$768K -4,669 -7%
VAG
148
VisionPoint Advisory Group
Texas
$9.66M -$686K -4,202 -7%
RTS
149
Round Table Services
New Jersey
$9.59M +$10.7K +65 +0.1%
EWM
150
Evercore Wealth Management
New York
$9.44M +$18.9K +115 +0.2%
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