IWB icon

iShares Russell 1000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
201
Dakota Wealth Management
Florida
$4.86M -$40.5K -286 -0.8%
OFG
202
Oxford Financial Group
Indiana
$4.86M
FCM
203
Firestone Capital Management
Florida
$4.8M +$445K +3,147 +10%
LW
204
Linscomb Wealth
Texas
$4.8M -$289K -2,044 -6%
HCM
205
Hollencrest Capital Management
California
$4.74M +$152K +1,071 +3%
JIR
206
James Investment Research
Ohio
$4.74M -$1.42M -10,001 -23%
UB
207
UMB Bank
Missouri
$4.63M -$443K -3,127 -9%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$4.6M +$4.5M +32,570 +4,646%
MAS
209
Madden Advisory Services
Florida
$4.35M +$182K +1,288 +4%
CG
210
Caprock Group
Idaho
$4.27M
TSS
211
Two Sigma Securities
New York
$4.25M +$1.7M +11,988 +67%
AIA
212
Arcadia Investment Advisors
Idaho
$4.21M +$319K +2,256 +8%
HSA
213
HBK Sorce Advisory
Pennsylvania
$4.19M -$92.7K -655 -2%
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$4.18M +$3.46M +24,468 +483%
QCG
215
Quadrant Capital Group
Ohio
$4.14M +$35.2K +249 +0.9%
CL
216
CPWM LLC
Washington
$4.14M -$57K -403 -1%
FC
217
FCA Corp
Texas
$4.11M +$322K +2,278 +9%
SWPG
218
Strategic Wealth Partners Group
Illinois
$3.98M -$107K -756 -3%
I
219
IberiaBank
Louisiana
$3.93M -$299K -2,111 -7%
DWM
220
Destination Wealth Management
California
$3.92M -$3.86M -27,282 -50%
TA
221
Tiedemann Advisors
New York
$3.83M -$63.3K -447 -2%
BAM
222
Barrett Asset Management
New York
$3.82M -$272K -1,925 -7%
PCG
223
Private Capital Group
Connecticut
$3.77M -$893K -6,310 -19%
SEI Investments
224
SEI Investments
Pennsylvania
$3.75M -$3.34M -23,621 -47%
ITIM
225
Indiana Trust & Investment Management
Indiana
$3.61M