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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
$106M
2
USAA
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$217M
5
M&T Bank
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
Merriman Wealth Management
Washington
$0
5
MAA
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
251
First National Trust
Pennsylvania
$457K -$12.5K -114 -3%
LDB
252
Lee, Danner & Bass
Tennessee
$447K +$11K +100 +3%
CWM
253
Confluence Wealth Management
Oregon
$441K +$1.98K +18 +0.5%
CAMI
254
Concord Asset Management (Illinois)
Illinois
$439K – – –
AAS
255
Annex Advisory Services
Wisconsin
$437K -$15.9K -145 -4%
HIS
256
Horizon Investment Services
Indiana
$437K +$27.7K +252 +7%
BC
257
Bartlett & Co
Ohio
$430K +$66K +600 +18%
OC
258
Oppenheimer & Co
New York
$428K -$6.49K -59 -1%
DDPIC
259
Deroy & Devereaux Private Investment Counsel
Michigan
$415K – – –
BFS
260
Bradley Foster & Sargent
Connecticut
$412K – – –
AIM
261
Acropolis Investment Management
Missouri
$397K – – –
NEAM
262
New England Asset Management
Connecticut
$396K – – –
PP
263
Palladium Partners
Virginia
$396K – – –
SA
264
Strategic Advisors
New York
$386K +$1.65K +15 +0.4%
IH
265
IFC Holdings
Florida
$385K +$1.98K +18 +0.5%
GC
266
Guggenheim Capital
Illinois
$385K +$385K +3,500 New
PFC
267
Poplar Forest Capital
California
$378K +$378K +3,456 New
GG
268
Gofen & Glossberg
Illinois
$375K +$44.5K +405 +13%
BRWM
269
B. Riley Wealth Management
Tennessee
$373K – – –
CIC
270
Carnegie Investment Counsel
Ohio
$368K +$368K +3,345 New
BCMO
271
Buckingham Capital Management (Ohio)
Ohio
$362K -$79.6K -725 -18%
CA
272
Cortland Associates
Missouri
$360K – – –
FWCM
273
First Western Capital Management
California
$360K +$360K +3,275 New
AIM
274
Aspen Investment Management
Michigan
$350K – – –
WA
275
Waverly Advisors
Alabama
$343K +$879 +8 +0.3%
9 10
11
12 13