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iShares Russell 1000 ETF
IWB

Overview Fund Activity

378 hedge funds and large institutions have $6.32B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+43
Holders Change %
+12.84%
% of All Funds
10.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
64
Increased
130
Reduced
107
Closed
16
Calls
$1.65M
Puts
$8.02M
Net Calls
-$6.37M
Net Calls Change
-$6.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$73.2M
2
Bank of America
Bank of America
North Carolina
+$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$40.3M
5
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
+$31.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$55.7M
2
Morgan Stanley
Morgan Stanley
New York
-$32.5M
3
PP
Pension Partners
New York
-$29.2M
4
Citigroup
Citigroup
New York
-$22.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
276
Bank Hapoalim BM
Israel
$429K -$113K -984 -21%
IH
277
IFC Holdings
Florida
$425K +$18.1K +156 +4%
SA
278
Strategic Advisors
New York
$424K +$21.8K +190 +5%
Nuveen Asset Management
279
Nuveen Asset Management
Illinois
$423K -$368K -3,216 -47%
AIM
280
Acropolis Investment Management
Missouri
$414K – – –
PP
281
Palladium Partners
Virginia
$413K – – –
PFC
282
Poplar Forest Capital
California
$413K – – –
GG
283
Gofen & Glossberg
Illinois
$391K – – –
CIC
284
Carnegie Investment Counsel
Ohio
$384K – – –
CA
285
Cortland Associates
Missouri
$375K – – –
FWCM
286
First Western Capital Management
California
$375K – – –
AIM
287
Aspen Investment Management
Michigan
$365K – – –
WA
288
Waverly Advisors
Alabama
$359K +$1.26K +11 +0.4%
DADC
289
D.A. Davidson & Co
Montana
$358K +$52.5K +460 +17%
BCMO
290
Buckingham Capital Management (Ohio)
Ohio
$357K -$21.2K -185 -6%
UAS
291
United Asset Strategies
New York
$356K +$86K +750 +32%
BRWM
292
B. Riley Wealth Management
Tennessee
$355K -$34.4K -300 -9%
EIM
293
Emerson Investment Management
Massachusetts
$350K – – –
FHA
294
First Horizon Advisors
Tennessee
$350K +$47.1K +409 +16%
RBC
295
Ronald Blue & Co
Georgia
$347K -$524K -4,566 -60%
CBN
296
Cadence Bank NA
Texas
$342K – – –
FAAM
297
First Allied Asset Management
California
$333K -$8.27K -72 -2%
WTB
298
Washington Trust Bank
Washington
$324K +$5.62K +49 +2%
WCM
299
Wealthcare Capital Management
Virginia
$315K – – –
Franklin Resources
300
Franklin Resources
California
$314K – – –
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