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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
+$498M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$388M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.12B
2
QI
QS Investors
New York
-$446M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$250M
4
HHGA
Halbert Hargrove Global Advisors
California
-$93.6M
5
AC
Allstate Corporation
Illinois
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Madden Advisory Services
Florida
$4.08M – – –
VFA
202
Valeo Financial Advisors
Indiana
$4.05M +$2.91K +21 +0.1%
BAM
203
Barrett Asset Management
New York
$4M -$55.5K -400 -1%
JWM
204
Jackson Wealth Management
Florida
$3.94M -$1.23M -9,094 -24%
CCT
205
Capital City Trust
Florida
$3.92M – – –
AIA
206
Arcadia Investment Advisors
Idaho
$3.9M -$45.5K -328 -1%
PMFA
207
Plante Moran Financial Advisors
Michigan
$3.84M -$652K -4,700 -14%
ASC
208
Atalanta Sosnoff Capital
New York
$3.83M +$3.83M +27,592 New
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$3.82M +$625K +4,508 +20%
SCP
210
Syntal Capital Partners
Texas
$3.81M -$229K -1,653 -6%
OFS
211
Orrstown Financial Services
Pennsylvania
$3.8M +$3.19M +22,993 +518%
FPCP
212
Fort Point Capital Partners
California
$3.8M +$2.25M +16,247 +146%
PCMC
213
Private Capital Management (Colorado)
Colorado
$3.73M +$3.73M +26,926 New
MHS
214
M Holdings Securities
Oregon
$3.73M +$570K +4,108 +18%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$3.72M -$550K -3,969 -13%
PSUF
216
People's United Financial
Connecticut
$3.63M +$325K +2,342 +10%
ITIM
217
Indiana Trust & Investment Management
Indiana
$3.54M +$413K +2,975 +13%
PPA
218
Parametric Portfolio Associates
Washington
$3.52M +$2.16M +15,571 +159%
Cerity Partners
219
Cerity Partners
New York
$3.52M +$100K +723 +3%
PFO
220
Pathstone Family Office
New Jersey
$3.49M +$448K +3,229 +15%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$3.47M – – –
CL
222
CPWM LLC
Washington
$3.43M +$416 +3 +0%
WKWM
223
Walter & Keenan Wealth Management
Indiana
$3.34M – – –
Prudential Financial
224
Prudential Financial
New Jersey
$3.3M +$1.7M +12,284 +106%
CF
225
Corrigan Financial
Rhode Island
$3.3M -$12.3K -89 -0.4%
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