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iShares Russell 1000 ETF
IWB

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in iShares Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
14.56%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.63%
New
55
Increased
173
Reduced
213
Closed
37
Calls
$32.1M
Puts
$2.38M
Net Calls
+$29.8M
Net Calls Change
+$7.89M

Top Buyers

1
QI
QS Investors
New York
$875M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$250M
3
AC
Allstate Corporation
Illinois
$304M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$806M
5
MLFP
MPS Loria Financial Planners
Illinois
$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
$3.65B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
3
Morgan Stanley
Morgan Stanley
New York
$195M
4
DLIC
Daido Life Insurance Company
Japan
$219M
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Dearborn Capital Management
Illinois
$3.04M -$436K -2,699 -13%
MYIA
202
Mount Yale Investment Advisors
Colorado
$3.02M -$36.5K -234 -1%
GG
203
GenWealth Group
New Jersey
$2.99M -$6.97K -43 -0.2%
HPC
204
Hobart Private Capital
North Carolina
$2.98M -$30.4K -188 -1%
ACI
205
Alpha Cubed Investments
California
$2.94M +$30.3K +198 +1%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$2.82M -$169K -1,045 -6%
F
207
Filament
Washington
$2.76M -$150K -924 -5%
Lido Advisors
208
Lido Advisors
California
$2.76M +$130K +801 +5%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$2.75M +$1.57M +9,684 +133%
RPG
210
Resource Planning Group
Georgia
$2.71M +$2.71M +16,749 New
DADC
211
D.A. Davidson & Co
Montana
$2.7M +$14.7K +91 +0.5%
PFM
212
Phillips Financial Management
Indiana
$2.62M -$331K -2,041 -11%
CCM
213
Covington Capital Management
California
$2.57M – – –
Two Sigma Advisers
214
Two Sigma Advisers
New York
$2.56M -$48.5K -300 -2%
LA
215
Legacy Advisors
Pennsylvania
$2.48M +$533K +3,281 +27%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.47M -$2.39M -14,756 -49%
PO
217
Private Ocean
California
$2.46M +$4.69K +29 +0.2%
FIM
218
Fernwood Investment Management
Massachusetts
$2.45M -$80.8K -500 -3%
AWM
219
AE Wealth Management
Kansas
$2.43M +$1.59M +9,848 +191%
CA
220
Clearstead Advisors
Ohio
$2.39M +$966K +5,975 +68%
WP
221
WMS Partners
Maryland
$2.37M – – –
FA
222
FCG Advisors
New Jersey
$2.35M -$135K -835 -5%
WAG
223
Winthrop Advisory Group
Massachusetts
$2.35M -$18.9K -117 -0.8%
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$2.33M -$496K -3,064 -18%
TL
225
TrueWealth LLC
Georgia
$2.31M +$17.1K +106 +0.7%
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