IWB icon

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
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$358M
3
RTS
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$173M
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
$35M
2
Deutsche Bank
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
251
Lee, Danner & Bass
Tennessee
$437K -$62.7K -570 -13%
OC
252
Oppenheimer & Co
New York
$435K -$7.71K -70 -2%
CS
253
Comerica Securities
Michigan
$432K +$432K +3,925 New
DDPIC
254
Deroy & Devereaux Private Investment Counsel
Michigan
$416K -$22K -200 -5%
BFS
255
Bradley Foster & Sargent
Connecticut
$413K – – –
HIS
256
Horizon Investment Services
Indiana
$410K +$33.4K +304 +9%
AIM
257
Acropolis Investment Management
Missouri
$398K – – –
PP
258
Palladium Partners
Virginia
$397K – – –
NEAM
259
New England Asset Management
Connecticut
$396K -$220K -2,000 -36%
SA
260
Strategic Advisors
New York
$385K +$1.54K +14 +0.4%
IH
261
IFC Holdings
Florida
$384K +$990 +9 +0.3%
Fisher Asset Management
262
Fisher Asset Management
Washington
$380K +$380K +3,451 New
HH
263
Hilltop Holdings
Texas
$376K – – –
BRWM
264
B. Riley Wealth Management
Tennessee
$374K – – –
BC
265
Bartlett & Co
Ohio
$364K – – –
CA
266
Cortland Associates
Missouri
$361K – – –
EP
267
Edgestream Partners
New Jersey
$352K +$352K +3,198 New
BA
268
BlackRock Advisors
Delaware
$352K +$352K +3,200 New
AIM
269
Aspen Investment Management
Michigan
$351K -$21.1K -192 -6%
VKH
270
Virtu KCG Holdings
New York
$343K -$1.32M -11,945 -79%
WA
271
Waverly Advisors
Alabama
$343K – – –
WFM
272
Wilmington Funds Management
Delaware
$341K +$341K +3,100 New
HNB
273
Huntington National Bank
Ohio
$337K – – –
EIM
274
Emerson Investment Management
Massachusetts
$336K – – –
FAAM
275
First Allied Asset Management
California
$331K -$7.15K -65 -2%
9 10
11
12 13