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iShares Russell 1000 ETF
IWB

Overview Fund Activity

772 hedge funds and large institutions have $13.6B invested in iShares Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 299 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-45
Holders Change %
-5.51%
% of All Funds
17.05%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
2.34%
New
63
Increased
223
Reduced
299
Closed
95
Calls
$7.41M
Puts
$1.15M
Net Calls
+$6.25M
Net Calls Change
+$6.65M

Top Buyers

1
M&T Bank
M&T Bank
New York
$452M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
BlackRock
BlackRock
New York
$1.21B
4
CFA
Capstone Financial Advisors
Illinois
$121M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$178M

Top Sellers

1
QI
QS Investors
New York
$303M
2
NLI
Nippon Life Insurance
Japan
$0
3
AC
Allstate Corporation
Illinois
$23.3M
4
HHGA
Halbert Hargrove Global Advisors
California
$1.75M
5
Citigroup
Citigroup
New York
$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Montag & Associates
Georgia
$12.3M -$510K -3,607 -4%
A
127
AdvicePeriod
California
$12.2M +$2.45M +17,299 +25%
MWM
128
Modera Wealth Management
New Jersey
$12.2M -$643K -4,544 -5%
SI
129
Stephens Inc
Arkansas
$11.1M -$2.51M -17,748 -18%
CCM
130
Coldstream Capital Management
Washington
$11M -$2.43M -17,179 -18%
Stifel Financial
131
Stifel Financial
Missouri
$11M -$1.27M -8,990 -10%
Brown Advisory
132
Brown Advisory
Maryland
$10.9M +$4.97M +35,086 +83%
MML Investors Services
133
MML Investors Services
Massachusetts
$10.8M -$121K -858 -1%
PO
134
Private Ocean
California
$10.5M -$109K -772 -1%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$10.3M +$54.6K +386 +0.5%
ACM
136
Atlanta Capital Management
Georgia
$9.99M +$8.07M +57,042 +421%
SAM
137
Silvercrest Asset Management
New York
$9.79M -$151K -1,068 -2%
BSW
138
Buckingham Strategic Wealth
Missouri
$9.6M +$1.43M +10,073 +17%
UCFA
139
United Capital Financial Advisors
Texas
$9.52M +$502K +3,545 +6%
GWS
140
Glassman Wealth Services
Virginia
$9.2M -$173K -1,222 -2%
AA
141
Auxano Advisors
Washington
$9.16M +$9.16M +64,744 New
Citigroup
142
Citigroup
New York
$9.11M -$83.2M -588,098 -90%
EHPM
143
Emery Howard Portfolio Management
California
$8.9M +$372K +2,625 +4%
TCBWMS
144
Texas Capital Bank Wealth Management Services
Texas
$8.85M +$4.65M +32,847 +111%
BAC
145
Boys Arnold & Co
North Carolina
$8.77M +$1.43M +10,125 +20%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$8.71M -$2.08M -15,350 -19%
TIM
147
Tortoise Investment Management
New York
$8.69M -$1.17M -8,252 -12%
CF
148
Copperwynd Financial
Arizona
$8.65M +$777K +5,493 +10%
IC
149
InterOcean Capital
Illinois
$8.6M +$41.8K +295 +0.5%
EWM
150
Evercore Wealth Management
New York
$8.56M -$24.1K -170 -0.3%
4 5
6
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