IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
USAA
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$217M
5
M&T Bank
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
Merriman Wealth Management
Washington
$0
5
MAA
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
276
Emerson Investment Management
Massachusetts
$335K – – –
CBN
277
Cadence Bank NA
Texas
$327K – – –
FAAM
278
First Allied Asset Management
California
$326K -$4.5K -41 -1%
WCM
279
Windsor Capital Management
Arizona
$313K -$3.3K -30 -1%
SWP
280
Stratos Wealth Partners
Ohio
$310K +$310K +2,820 New
WTB
281
Washington Trust Bank
Washington
$305K -$370K -3,366 -55%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$305K – – –
WCM
283
Wealthcare Capital Management
Virginia
$302K – – –
Franklin Resources
284
Franklin Resources
California
$300K – – –
DADC
285
D.A. Davidson & Co
Montana
$294K – – –
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$293K – – –
FHA
287
First Horizon Advisors
Tennessee
$289K +$34.8K +317 +14%
WPP
288
Whalerock Point Partners
Rhode Island
$286K -$22.5K -205 -7%
ICOA
289
Investment Centers of America
North Dakota
$285K +$285K +2,597 New
CG
290
Corundum Group
Colorado
$283K -$2.09K -19 -0.7%
HCM
291
Howland Capital Management
Massachusetts
$275K – – –
SFA
292
Sequoia Financial Advisors
Ohio
$272K – – –
GC
293
Garde Capital
Washington
$271K -$15.6K -142 -5%
SWM
294
Segment Wealth Management
Texas
$268K – – –
Neuberger Berman Group
295
Neuberger Berman Group
New York
$265K +$265K +2,419 New
CAL
296
Capital Advisors Ltd
Ohio
$262K +$9.86K +90 +4%
UAS
297
United Asset Strategies
New York
$259K +$259K +2,353 New
LIA
298
LS Investment Advisors
Michigan
$255K – – –
RIA
299
Regal Investment Advisors
Michigan
$245K -$10.4K -95 -4%
RG
300
Rathbones Group
United Kingdom
$244K – – –
10 11
12
13 14