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iShares Russell 1000 ETF
IWB

Overview Fund Activity

416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.

Holders
416
Holders Change
+33
Holders Change %
+8.62%
% of All Funds
10.92%
Holding in Top 10
64
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.29%
% of All Funds
1.68%
New
63
Increased
140
Reduced
132
Closed
27
Calls
$2.2M
Puts
$7.67M
Net Calls
-$5.47M
Net Calls Change
-$4.13M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.58B
2
LPL Financial
2
LPL Financial
California
$346M
3
QI
3
QS Investors
New York
$497M
4
AssetMark Inc
4
AssetMark Inc
California
$120M
5
Bank of America
5
Bank of America
North Carolina
$560M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$8.56M
2
BIT
2
BlackRock Institutional Trust
California
$580M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.05M
4
Creative Planning
4
Creative Planning
Kansas
$111M
5
USAA
5
United Services Automobile Association
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
251
MAI Capital Management
Ohio
$795K 7,012 +300 +4%
TIA
252
Tiemann Investment Advisors
California
$790K 6,970 +2,470 +55%
LWM
253
Lenox Wealth Management
Ohio
$766K 6,761 +6,761 New
HH
254
Hilltop Holdings
Texas
$765K 6,750 +1,238 +22%
NPF
255
Norris Perne & French
Michigan
$752K 6,641 -970 -13%
PFG
256
Pacific Financial Group
Washington
$727K 6,413 – –
NPIT
257
National Penn Investors Trust
Pennsylvania
$716K 6,323 – –
MC
258
Moors & Cabot
Massachusetts
$698K 6,147 +2,641 +75%
CT
259
Coastline Trust
Rhode Island
$692K 6,107 -115 -2%
SCM
260
SCS Capital Management
Massachusetts
$690K 6,088 +49 +0.8%
WF
261
Welch & Forbes
Massachusetts
$680K 6,000 – –
CG
262
Corundum Group
Colorado
$672K 6,273 +1,682 +37%
EVM
263
Eaton Vance Management
Massachusetts
$668K 5,897 – –
SMC
264
Smith, Moore & Co
Missouri
$664K 5,857 -89 -1%
FNT
265
First National Trust
Pennsylvania
$662K 5,839 – –
CPO
266
Cerity Partners OCIO
New York
$658K 5,810 -2,596 -31%
PA
267
Planning Alternatives
Michigan
$648K 5,717 – –
SFG
268
Sage Financial Group
Pennsylvania
$640K 5,650 +5,650 New
DSN
269
D. Scott Neal
Kentucky
$634K 5,598 -280 -5%
SC
270
Scotia Capital
Ontario, Canada
$619K 5,463 – –
UAS
271
United Asset Strategies
New York
$618K 5,457 +84 +2%
FWCM
272
Ferguson Wellman Capital Management
Oregon
$615K 5,432 – –
IH
273
IFC Holdings
Florida
$612K 5,398 +1,008 +23%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$608K 5,367 -1,400 -21%
SG
275
Strid Group
Pennsylvania
$587K 5,183 +5,183 New
9 10
11
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