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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 %
IC
251
Intersect Capital
California
$561K +$561K +4,890 New
ICAS
252
Investors Capital Advisory Services
Massachusetts
$557K -$47.4K -414 -8%
William Blair & Company
253
William Blair & Company
Illinois
$547K -$40.7K -355 -7%
VAM
254
Verity Asset Management
North Carolina
$547K +$547K +4,773 New
WAM
255
Weatherly Asset Management
California
$539K -$58.6K -511 -10%
ST
256
Smithfield Trust
Pennsylvania
$533K -$35.5K -310 -6%
NCM
257
Neumann Capital Management
California
$530K +$530K +4,625 New
SMC
258
Smith, Moore & Co
Missouri
$515K – – –
RCG
259
Ruggie Capital Group
Florida
$507K +$507K +4,501 New
VKH
260
Virtu KCG Holdings
New York
$500K +$500K +4,359 New
KCM
261
Kanawha Capital Management
Virginia
$491K -$1.15K -10 -0.2%
CPO
262
Cerity Partners OCIO
New York
$486K +$1.83K +16 +0.4%
EK
263
Evensky & Katz
Florida
$482K -$894K -7,810 -65%
FNT
264
First National Trust
Pennsylvania
$477K – – –
RP
265
Riverbridge Partners
Minnesota
$475K -$1.38K -12 -0.3%
TF
266
Trutina Financial
Washington
$472K -$66.5K -581 -12%
CWM
267
Confluence Wealth Management
Oregon
$470K +$10.4K +91 +2%
LDB
268
Lee, Danner & Bass
Tennessee
$468K +$1.15K +10 +0.2%
CAMI
269
Concord Asset Management (Illinois)
Illinois
$458K – – –
BC
270
Bartlett & Co
Ohio
$438K -$10.3K -90 -2%
DY
271
Dowling & Yahnke
California
$435K +$435K +3,797 New
DDPIC
272
Deroy & Devereaux Private Investment Counsel
Michigan
$433K – – –
FA
273
FCG Advisors
New Jersey
$431K +$431K +3,749 New
AAS
274
Annex Advisory Services
Wisconsin
$430K -$26.4K -230 -6%
BFS
275
Bradley Foster & Sargent
Connecticut
$430K – – –
9 10
11
12 13