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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.6M
2
USAA
United Services Automobile Association
Texas
+$62.1M
3
LPL Financial
LPL Financial
California
+$60.8M
4
Wells Fargo
Wells Fargo
California
+$52.1M
5
M&T Bank
M&T Bank
New York
+$43.9M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$35M
2
Bank of America
Bank of America
North Carolina
-$23.8M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$7.4M
4
MWM
Merriman Wealth Management
Washington
-$6.78M
5
MAA
Managed Account Advisors
New Jersey
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
226
Welch & Forbes
Massachusetts
$659K – – –
NPIT
227
National Penn Investors Trust
Pennsylvania
$657K – – –
EVM
228
Eaton Vance Management
Massachusetts
$645K +$645K +5,870 New
AAM
229
Aureus Asset Management
Massachusetts
$641K -$86K -782 -12%
DSN
230
D. Scott Neal
Kentucky
$619K +$29.2K +266 +5%
RC
231
RegentAtlantic Capital
New Jersey
$592K +$19.2K +175 +3%
FWCM
232
Ferguson Wellman Capital Management
Oregon
$589K – – –
VCM
233
Vision Capital Management
Oregon
$581K +$63.6K +579 +12%
ICAS
234
Investors Capital Advisory Services
Massachusetts
$579K – – –
WAM
235
Weatherly Asset Management
California
$573K +$110 +1 +0%
William Blair & Company
236
William Blair & Company
Illinois
$563K -$122K -1,108 -18%
MG
237
McCutchen Group
Washington
$554K +$2.53K +23 +0.5%
LIM
238
Leavell Investment Management
Alabama
$549K – – –
BDF
239
Balasa Dinverno & Foltz
$546K -$13.7K -125 -2%
ST
240
Smithfield Trust
Pennsylvania
$545K – – –
NFG
241
Next Financial Group
Texas
$529K +$529K +4,815 New
BHB
242
Bank Hapoalim BM
Israel
$519K -$57.7K -525 -10%
TF
243
Trutina Financial
Washington
$517K +$37.5K +341 +8%
HNB
244
Huntington National Bank
Ohio
$514K -$337K – –
CNB
245
City National Bank
California
$513K -$28.6K -260 -5%
Citadel Advisors
246
Citadel Advisors
Florida
$505K +$505K +4,599 New
SMC
247
Smith, Moore & Co
Missouri
$494K – – –
KCM
248
Kanawha Capital Management
Virginia
$472K – – –
CPO
249
Cerity Partners OCIO
New York
$464K -$9.01K -82 -2%
RP
250
Riverbridge Partners
Minnesota
$457K -$14K -127 -3%
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