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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
226
Investment Centers of America
North Dakota
$537K +$316K +3,341 +143%
BDF
227
Balasa Dinverno & Foltz
$534K +$129K +1,228 +32%
LIM
228
Leavell Investment Management
Alabama
$524K – – –
MG
229
McCutchen Group
Washington
$524K +$524K +5,003 New
VCM
230
Vision Capital Management
Oregon
$504K +$7.02K +67 +1%
WAM
231
Weatherly Asset Management
California
$492K -$2.29M -21,853 -82%
RC
232
RegentAtlantic Capital
New Jersey
$480K -$641K -6,118 -57%
LWI
233
Long Wharf Investors
Massachusetts
$476K -$12.3K -117 -3%
LDB
234
Lee, Danner & Bass
Tennessee
$476K +$21.5K +205 +5%
BCMO
235
Buckingham Capital Management (Ohio)
Ohio
$472K -$106K -1,015 -18%
Citadel Advisors
236
Citadel Advisors
Florida
$472K +$472K +4,502 New
SMC
237
Smith, Moore & Co
Missouri
$469K – – –
KCM
238
Kanawha Capital Management
Virginia
$450K – – –
CPO
239
Cerity Partners OCIO
New York
$450K +$2.62K +25 +0.6%
AAS
240
Annex Advisory Services
Wisconsin
$446K -$55.4K -529 -11%
ST
241
Smithfield Trust
Pennsylvania
$444K -$1.99K -19 -0.4%
FNT
242
First National Trust
Pennsylvania
$436K +$59.5K +568 +16%
EK
243
Evensky & Katz
Florida
$435K -$56.9K -544 -12%
FWCM
244
Ferguson Wellman Capital Management
Oregon
$430K – – –
TF
245
Trutina Financial
Washington
$424K – – –
OC
246
Oppenheimer & Co
New York
$421K -$105 -1 -0%
CAMI
247
Concord Asset Management (Illinois)
Illinois
$419K +$9.96K +95 +2%
DDPIC
248
Deroy & Devereaux Private Investment Counsel
Michigan
$417K – – –
BFS
249
Bradley Foster & Sargent
Connecticut
$393K – – –
CWM
250
Confluence Wealth Management
Oregon
$390K +$390K +3,722 New
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