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iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DY
276
Dowling & Yahnke
California
$440K 3,797 – –
PP
277
Palladium Partners
Virginia
$418K 3,606 – –
AIM
278
Acropolis Investment Management
Missouri
$418K 3,612 – –
DDPIC
279
Deroy & Devereaux Private Investment Counsel
Michigan
$403K 3,480 -300 -8%
BHB
280
Bank Hapoalim BM
Israel
$403K 3,483 -257 -7%
AAS
281
Annex Advisory Services
Wisconsin
$402K 3,474 -273 -7%
GG
282
Gofen & Glossberg
Illinois
$396K 3,415 – –
OC
283
Oppenheimer & Co
New York
$394K 3,398 +3,398 New
CIC
284
Carnegie Investment Counsel
Ohio
$393K 3,345 – –
BRWM
285
B. Riley Wealth Management
Tennessee
$388K 3,350 +250 +8%
SA
286
Strategic Advisors
New York
$385K 3,497 -205 -6%
S
287
SignatureFD
Georgia
$380K 3,282 -4,788 -59%
CA
288
Cortland Associates
Missouri
$379K 3,275 – –
FWCM
289
First Western Capital Management
California
$379K 3,275 – –
AIM
290
Aspen Investment Management
Michigan
$369K 3,187 – –
WA
291
Waverly Advisors
Alabama
$364K 3,142 +9 +0.3%
AAM
292
Aureus Asset Management
Massachusetts
$361K 3,119 -2,286 -42%
CAL
293
Capital Advisors Ltd
Ohio
$357K 3,085 +387 +14%
EIM
294
Emerson Investment Management
Massachusetts
$354K 3,053 – –
RBC
295
Ronald Blue & Co
Georgia
$351K 3,029 +6 +0.2%
CBN
296
Cadence Bank NA
Texas
$345K 2,980 – –
WCM
297
Wealthcare Capital Management
Virginia
$342K 2,953 +206 +7%
FHA
298
First Horizon Advisors
Tennessee
$339K 2,914 -125 -4%
FAAM
299
First Allied Asset Management
California
$336K 2,898 – –
CG
300
Corundum Group
Colorado
$332K 2,867 +153 +6%
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12
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