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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 %
BSW
151
Buckingham Strategic Wealth
Missouri
$9.38M -$601K -3,651 -6%
FTIOP
152
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.33M -$22.2K -135 -0.2%
DWM
153
Destination Wealth Management
California
$9.12M -$429K -2,607 -4%
CF
154
Copperwynd Financial
Arizona
$9.03M +$455K +2,664 +5%
CAN
155
Cetera Advisor Networks
California
$8.89M +$213K +1,294 +2%
NEPWA
156
New England Private Wealth Advisors
Massachusetts
$8.5M +$31.8K +193 +0.4%
BO
157
BRR OpCo
Ohio
$8.19M -$123K -747 -1%
UCFA
158
United Capital Financial Advisors
Texas
$8.15M +$1.8M +10,961 +28%
BAC
159
Boys Arnold & Co
North Carolina
$8.15M – – –
SCG
160
Saban Capital Group
California
$8.12M – – –
AC
161
Avestar Capital
New York
$7.99M +$545K +3,311 +7%
CS
162
Credit Suisse
Switzerland
$7.66M +$6.65M +40,435 +661%
OFG
163
Omega Financial Group
California
$7.47M -$347K -2,110 -4%
JIR
164
James Investment Research
Ohio
$7.46M +$340K +2,064 +5%
PA
165
Paracle Advisors
Washington
$7.36M -$230K -1,397 -3%
WFWM
166
Wechter Feldman Wealth Management
New Jersey
$7.33M -$238K -1,444 -3%
MA
167
MUFG Americas
New York
$7.28M -$325K -1,975 -4%
JSL
168
JT Stratford LLC
Georgia
$7.26M -$2.33M -14,152 -24%
SSB
169
Sandy Spring Bank
Maryland
$7.25M +$20.1K +122 +0.3%
WPSG
170
Wealth & Pension Services Group
Georgia
$7.25M -$290K -1,764 -4%
GLLW
171
Graves Light Lenhart Wealth
Virginia
$7.18M -$12.3K -73 -0.2%
BPB
172
Badgley, Phelps & Bell
Washington
$7.03M +$551K +3,349 +9%
SWP
173
Stratos Wealth Partners
Ohio
$7.03M +$91.2K +554 +1%
HPWM
174
Highland Private Wealth Management
Washington
$7M -$51K -310 -0.7%
PCG
175
Private Capital Group
Connecticut
$6.78M -$1.44M -8,736 -17%
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