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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
$900M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$304M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$339M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$852M

Top Sellers

1
BlackRock
BlackRock
New York
$1.01B
2
QI
QS Investors
New York
$304M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
HHGA
Halbert Hargrove Global Advisors
California
$2.66M
5
AC
Allstate Corporation
Illinois
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Credit Suisse
Switzerland
$7.25M +$7.25M +52,263 New
DWM
152
Destination Wealth Management
California
$7.22M +$561K +4,048 +8%
AC
153
Avestar Capital
New York
$7.22M -$778K -5,632 -10%
OFG
154
Omega Financial Group
California
$7.21M +$7.21M +51,964 New
NEPWA
155
New England Private Wealth Advisors
Massachusetts
$7.07M -$23.9K -172 -0.3%
BO
156
BRR OpCo
Ohio
$6.99M -$370K -2,665 -5%
SCG
157
Saban Capital Group
California
$6.84M +$6.84M +49,350 New
BAC
158
Boys Arnold & Co
North Carolina
$6.76M -$186K -1,358 -3%
PA
159
Paracle Advisors
Washington
$6.74M +$1.61M +11,583 +31%
CAN
160
Cetera Advisor Networks
California
$6.68M +$182K +1,311 +3%
PCG
161
Private Capital Group
Connecticut
$6.64M -$29.5K -213 -0.4%
WFWM
162
Wechter Feldman Wealth Management
New Jersey
$6.61M -$689K -4,968 -9%
JFG
163
JMG Financial Group
Illinois
$6.58M +$1.77M +12,735 +37%
CF
164
Copperwynd Financial
Arizona
$6.48M +$86.5K +624 +1%
OWA
165
One Wealth Advisors
California
$6.45M +$6.45M +46,490 New
AFA
166
American Financial Advisors
Georgia
$6.45M +$6.45M +46,475 New
FAAS
167
First Allied Advisory Services
California
$6.44M +$3.53M +25,439 +121%
WPSG
168
Wealth & Pension Services Group
Georgia
$6.38M +$6.38M +46,013 New
William Blair & Company
169
William Blair & Company
Illinois
$6.32M -$95.6K -689 -1%
SSB
170
Sandy Spring Bank
Maryland
$6.17M +$110K +791 +2%
IDA
171
Intelligence Driven Advisers
California
$6.1M +$6.1M +44,008 New
MPPLM
172
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.04M -$598K -4,311 -9%
DWM
173
Dakota Wealth Management
Florida
$6.01M – – –
Brown Advisory
174
Brown Advisory
Maryland
$5.94M +$1.91M +13,737 +47%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$5.93M +$5.93M +42,722 New
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