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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 %
Bessemer Group
301
Bessemer Group
New Jersey
$84K – – –
SF
302
Synovus Financial
Georgia
$73K – – –
BCM
303
Blume Capital Management
California
$65K – – –
TAM
304
Tocqueville Asset Management
New York
$55K +$55K +522 New
PFA
305
Paradigm Financial Advisors
Missouri
$47K – – –
1IC
306
1919 Investment Counsel
Maryland
$43K – – –
CFS
307
Community Financial System
New York
$39K – – –
TWM
308
Torch Wealth Management
Ohio
$35K – – –
PAS
309
Partnervest Advisory Services
California
$35K +$35K +330 New
DAM
310
Delta Asset Management
Tennessee
$34K -$28.8K -275 -46%
NSIM
311
North Star Investment Management
Illinois
$29K +$29K +274 New
AC
312
Alexandria Capital
Virginia
$27K – – –
IFWM
313
Institute for Wealth Management
Colorado
$27K – – –
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$23.6K – – –
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$23K +$23K +217 New
HCM
316
Highlander Capital Management
New Jersey
$18.1K +$18.1K +173 New
SCP
317
Syntal Capital Partners
Texas
$16.1K +$16.1K +153,622 New
TAIM
318
TD Ameritrade Investment Management
Nebraska
$14K -$5.3K -50 -27%
PMFA
319
Plante Moran Financial Advisors
Michigan
$13K +$13K +124 New
OIA
320
Optimum Investment Advisors
Illinois
$12K -$5.32K -51 -31%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
RFA
322
Reilly Financial Advisors
California
$10K – – –
HF
323
Hoxton Financial
West Virginia
$3K -$7.11K -64 -70%
BG
324
BlackRock Group
United Kingdom
– -$73.6M -713,599 Closed
State Board of Administration of Florida Retirement System
325
State Board of Administration of Florida Retirement System
Florida
– -$37.9M -367,500 Closed
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