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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$58.6M
2
CSIA
Charles Schwab Investment Advisory
California
+$21.1M
3
RTS
Round Table Services
New Jersey
+$17.1M
4
Goldman Sachs
Goldman Sachs
New York
+$15.7M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$14.3M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$989M
2
Deutsche Bank
Deutsche Bank
Germany
-$52M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$48.4M
4
Citigroup
Citigroup
New York
-$32.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
226
Boston Private Bank & Trust
Massachusetts
$606K – – –
DSN
227
D. Scott Neal
Kentucky
$591K +$195K +1,772 +49%
FWCM
228
Ferguson Wellman Capital Management
Oregon
$590K +$139K +1,262 +31%
ICAS
229
Investors Capital Advisory Services
Massachusetts
$580K +$12.5K +114 +2%
BHB
230
Bank Hapoalim BM
Israel
$578K -$575K -5,219 -50%
WAM
231
Weatherly Asset Management
California
$574K +$56.5K +513 +11%
RC
232
RegentAtlantic Capital
New Jersey
$574K +$69.6K +632 +14%
BDF
233
Balasa Dinverno & Foltz
$561K – – –
MG
234
McCutchen Group
Washington
$553K +$2.2K +20 +0.4%
LIM
235
Leavell Investment Management
Alabama
$551K – – –
ST
236
Smithfield Trust
Pennsylvania
$546K +$78.7K +715 +17%
CNB
237
City National Bank
California
$543K -$62.2K -565 -10%
VCM
238
Vision Capital Management
Oregon
$519K -$11K -100 -2%
SMC
239
Smith, Moore & Co
Missouri
$495K +$1.54K +14 +0.3%
TF
240
Trutina Financial
Washington
$480K +$34.6K +314 +8%
Two Sigma Investments
241
Two Sigma Investments
New York
$479K +$479K +4,346 New
CPO
242
Cerity Partners OCIO
New York
$474K +$1.76K +16 +0.4%
KCM
243
Kanawha Capital Management
Virginia
$473K – – –
RP
244
Riverbridge Partners
Minnesota
$472K -$105K -955 -18%
FNT
245
First National Trust
Pennsylvania
$471K +$12.6K +114 +3%
EK
246
Evensky & Katz
Florida
$459K +$1.87K +17 +0.4%
AAS
247
Annex Advisory Services
Wisconsin
$454K -$15.3K -139 -3%
BCMO
248
Buckingham Capital Management (Ohio)
Ohio
$443K -$52.7K -479 -11%
CAMI
249
Concord Asset Management (Illinois)
Illinois
$440K – – –
CWM
250
Confluence Wealth Management
Oregon
$440K +$30.1K +273 +7%
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