IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
251
Geode Capital Management
Massachusetts
– – – –
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$585K 5,052 -1,823 -27%
LIM
253
Leavell Investment Management
Alabama
$579K 5,000 – –
SC
254
Scotia Capital
Ontario, Canada
$577K 4,978 -696 -12%
BDF
255
Balasa Dinverno & Foltz
$567K 4,895 – –
ICAS
256
Investors Capital Advisory Services
Massachusetts
$563K 4,861 – –
SWA
257
SFMG Wealth Advisors
Texas
$549K 4,740 +4,740 New
Mariner
258
Mariner
Kansas
$547K 4,722 +2,606 +123%
BFS
259
Bradley Foster & Sargent
Connecticut
$545K 4,703 +952 +25%
WAM
260
Weatherly Asset Management
California
$544K 4,701 – –
NCM
261
Neumann Capital Management
California
$536K 4,625 – –
IH
262
IFC Holdings
Florida
$515K 4,467 +802 +22%
ST
263
Smithfield Trust
Pennsylvania
$499K 4,302 -348 -7%
RP
264
Riverbridge Partners
Minnesota
$497K 4,292 +147 +4%
SMC
265
Smith, Moore & Co
Missouri
$496K 4,283 -210 -5%
LIC
266
Lodestar Investment Counsel
Illinois
$495K 4,275 +4,275 New
KCM
267
Kanawha Capital Management
Virginia
$494K 4,265 -20 -0.5%
CPO
268
Cerity Partners OCIO
New York
$494K 4,261 +21 +0.5%
LDB
269
Lee, Danner & Bass
Tennessee
$487K 4,205 +125 +3%
Nuveen Asset Management
270
Nuveen Asset Management
Illinois
$484K 4,182 +490 +13%
FNT
271
First National Trust
Pennsylvania
$482K 4,164 – –
CWM
272
Confluence Wealth Management
Oregon
$478K 4,125 +21 +0.5%
TF
273
Trutina Financial
Washington
$477K 4,121 – –
UAS
274
United Asset Strategies
New York
$473K 4,047 +944 +30%
BC
275
Bartlett & Co
Ohio
$443K 3,820 – –
9 10
11
12 13