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iShares Russell 1000 ETF
IWB

Overview Fund Activity

378 hedge funds and large institutions have $6.32B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+43
Holders Change %
+12.84%
% of All Funds
10.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
64
Increased
130
Reduced
107
Closed
16
Calls
$1.65M
Puts
$8.02M
Net Calls
-$6.37M
Net Calls Change
-$6.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$73.2M
2
Bank of America
Bank of America
North Carolina
+$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$40.3M
5
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
+$31.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$55.7M
2
Morgan Stanley
Morgan Stanley
New York
-$32.5M
3
PP
Pension Partners
New York
-$29.2M
4
Citigroup
Citigroup
New York
-$22.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$816K +$125K +1,090 +18%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$788K -$153K -1,338 -16%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$779K -$4.13K -36 -0.5%
SWP
229
Stratos Wealth Partners
Ohio
$753K +$430K +3,753 +133%
PA
230
Planning Alternatives
Michigan
$746K – – –
PFG
231
Pacific Financial Group
Washington
$735K – – –
CT
232
Coastline Trust
Rhode Island
$732K – – –
HH
233
Hilltop Holdings
Texas
$704K +$2.87K +25 +0.4%
SPC
234
Sigma Planning Corp
Michigan
$696K +$696K +6,075 New
CNB
235
City National Bank
California
$693K +$158K +1,376 +29%
WF
236
Welch & Forbes
Massachusetts
$688K – – –
Geode Capital Management
237
Geode Capital Management
Massachusetts
$688K -$659K – –
NPIT
238
National Penn Investors Trust
Pennsylvania
$685K – – –
EVM
239
Eaton Vance Management
Massachusetts
$673K – – –
SC
240
Scotia Capital
Ontario, Canada
$650K +$435K +3,798 +202%
DSN
241
D. Scott Neal
Kentucky
$638K -$8.49K -74 -1%
FWM
242
Frontier Wealth Management
Missouri
$636K +$636K +5,549 New
AAM
243
Aureus Asset Management
Massachusetts
$620K -$48.8K -425 -7%
RC
244
RegentAtlantic Capital
New Jersey
$618K – – –
FWCM
245
Ferguson Wellman Capital Management
Oregon
$615K – – –
HNB
246
Huntington National Bank
Ohio
$600K -$514K – –
SIA
247
Stancorp Investment Advisers
Oregon
$595K +$595K +5,191 New
HIS
248
Horizon Investment Services
Indiana
$589K +$132K +1,154 +29%
LIM
249
Leavell Investment Management
Alabama
$573K – – –
BDF
250
Balasa Dinverno & Foltz
$561K -$8.6K -75 -2%
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