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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$358M
3
RTS
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$35M
2
Deutsche Bank
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
301
Lawrence B. Cohen
$220K – – –
Mariner
302
Mariner
Kansas
$215K +$215K +1,953 New
OCM
303
One Capital Management
California
$208K -$14.3K -130 -6%
FANJ
304
Financial Architects (New Jersey)
New Jersey
$177K +$177K +1,610 New
HRIA
305
Haberer Registered Investment Advisor
Ohio
$176K – – –
ICM
306
ICC Capital Management
Florida
$153K – – –
NES
307
New England Securities
New York
$140K – – –
BBHC
308
Brown Brothers Harriman & Co
New York
$140K +$140K +1,270 New
PSI
309
Pinnacle Summer Investments
Virginia
$121K – – –
BEAM
310
Baker Ellis Asset Management
Washington
$121K +$121K +1,096 New
TCM
311
TD Capital Management
Tennessee
$114K -$3.64K -33 -3%
First Manhattan
312
First Manhattan
New York
$113K – – –
CTC
313
Central Trust Company
Missouri
$108K +$9.22K +84 +9%
JIC
314
Joel Isaacson & Co
New York
$102K – – –
PVH
315
Psagot Value Holdings
Israel
$94K – – –
Parallax Volatility Advisers
316
Parallax Volatility Advisers
California
$91K +$67.1K +608 +280%
Bessemer Group
317
Bessemer Group
New Jersey
$88K – – –
SF
318
Synovus Financial
Georgia
$77K – – –
SAM
319
Stringer Asset Management
Tennessee
$73K +$73K +666 New
BCM
320
Blume Capital Management
California
$69K +$330 +3 +0.5%
TAM
321
Tocqueville Asset Management
New York
$58K +$550 +5 +1%
1IC
322
1919 Investment Counsel
Maryland
$45K – – –
TWM
323
Torch Wealth Management
Ohio
$37K – – –
DAM
324
Delta Asset Management
Tennessee
$36K – – –
NSIM
325
North Star Investment Management
Illinois
$30K – – –
11 12
13
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