IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
276
Corundum Group
Colorado
$269K +$41.5K +396 +18%
HCM
277
Howland Capital Management
Massachusetts
$261K +$2.09K +20 +0.8%
SFA
278
Sequoia Financial Advisors
Ohio
$259K – – –
KIG
279
Kovitz Investment Group
Illinois
$257K +$257K +2,945 New
SWM
280
Segment Wealth Management
Texas
$255K – – –
RBC
281
Ronald Blue & Co
Georgia
$243K -$35.1K -335 -13%
LIA
282
LS Investment Advisors
Michigan
$243K -$32.7K -312 -12%
CAL
283
Capital Advisors Ltd
Ohio
$241K +$105 +1 +0%
RG
284
Rathbones Group
United Kingdom
$233K +$233K +2,224 New
VF
285
Virtu Financial
New York
$225K -$19.6M -187,630 -99%
OCM
286
One Capital Management
California
$211K +$211K +2,016 New
LBC
287
Lawrence B. Cohen
$210K – – –
NAM
288
NTV Asset Management
West Virginia
$209K – – –
FHA
289
First Horizon Advisors
Tennessee
$182K -$1.36K -13 -0.7%
HRIA
290
Haberer Registered Investment Advisor
Ohio
$168K – – –
AllianceBernstein
291
AllianceBernstein
Tennessee
$148K +$148K +1,408 New
ICM
292
ICC Capital Management
Florida
$146K – – –
WTB
293
Washington Trust Bank
Washington
$142K +$142K +1,358 New
NES
294
New England Securities
New York
$133K +$20.7K +198 +18%
PSI
295
Pinnacle Summer Investments
Virginia
$116K – – –
TCM
296
TD Capital Management
Tennessee
$112K +$420 +4 +0.4%
First Manhattan
297
First Manhattan
New York
$108K – – –
JIC
298
Joel Isaacson & Co
New York
$97K – – –
CTC
299
Central Trust Company
Missouri
$94K +$10.4K +100 +13%
PVH
300
Psagot Value Holdings
Israel
$89K – – –
10 11
12
13 14