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iShares Russell 1000 ETF
IWB

Overview Fund Activity

433 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 171 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
11.56%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.87%
New
41
Increased
123
Reduced
171
Closed
19
Calls
$2.99M
Puts
$28.7M
Net Calls
-$25.7M
Net Calls Change
-$20.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$3.22B
2
HHGA
2
Halbert Hargrove Global Advisors
California
$87.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$450M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$167M
5
Ameriprise
5
Ameriprise
Minnesota
$33.4M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$1.08B
2
BIT
2
BlackRock Institutional Trust
California
$31.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$637M
4
USAA
4
United Services Automobile Association
Texas
$1M
5
AssetMark Inc
5
AssetMark Inc
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$905K +$812K +7,128 +875%
MRCM
252
M&R Capital Management
New Jersey
$898K -$40.8K -358 -4%
CCG
253
Cypress Capital Group
Florida
$896K -$194K -1,700 -18%
CTI
254
Community Trust & Investment
Kentucky
$856K -$2.13M -18,642 -71%
AIM
255
Avity Investment Management
Connecticut
$850K – – –
MCM
256
MAI Capital Management
Ohio
$840K +$40.4K +354 +5%
PFO
257
Pathstone Family Office
New Jersey
$837K +$567K +4,977 +210%
FCI
258
Financial Counselors Inc
Kansas
$804K -$11.4K -100 -1%
FDCC
259
Foster Dykema Cabot & Co
Massachusetts
$804K – – –
DWM
260
Destination Wealth Management
California
$796K – – –
IA
261
IFP Advisors
Florida
$795K -$1.09M -6,917 -58%
TIA
262
Tiemann Investment Advisors
California
$795K – – –
CG
263
Corundum Group
Colorado
$783K +$67.6K +593 +9%
ACM
264
Azimuth Capital Management
Michigan
$766K -$187K -1,640 -20%
HNB
265
Huntington National Bank
Ohio
$765K -$845K – –
LS
266
Lattice Strategies
Pennsylvania
$740K +$245K +2,150 +50%
SCM
267
SCS Capital Management
Massachusetts
$735K +$40.9K +359 +6%
NPIT
268
National Penn Investors Trust
Pennsylvania
$721K – – –
WPC
269
Waters Parkerson & Co
Louisiana
$719K +$290K +2,542 +68%
CT
270
Coastline Trust
Rhode Island
$702K +$6.04K +53 +0.9%
HIS
271
Horizon Investment Services
Indiana
$694K -$115K -1,005 -14%
WF
272
Welch & Forbes
Massachusetts
$684K – – –
SMC
273
Smith, Moore & Co
Missouri
$668K – – –
LWM
274
Lenox Wealth Management
Ohio
$651K -$120K -1,055 -16%
EVM
275
Eaton Vance Management
Massachusetts
$644K -$28.5K -250 -4%
9 10
11
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