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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 %
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K +$65.4K +570 +27%
CG
302
Corundum Group
Colorado
$311K +$15.6K +136 +5%
ICOA
303
Investment Centers of America
North Dakota
$310K +$10.4K +90 +3%
CAL
304
Capital Advisors Ltd
Ohio
$309K +$35K +306 +13%
KTC
305
Kistler-Tiffany Companies
Pennsylvania
$306K – – –
BSW
306
Buckingham Strategic Wealth
Missouri
$288K +$38.8K +338 +16%
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$287K -$5.74M -50,000 -95%
SFA
308
Sequoia Financial Advisors
Ohio
$287K +$3.33K +29 +1%
HCM
309
Howland Capital Management
Massachusetts
$286K – – –
GC
310
Garde Capital
Washington
$279K -$3.78K -33 -1%
SWM
311
Segment Wealth Management
Texas
$279K – – –
HK
312
Horizon Kinetics
New York
$275K +$275K +2,400 New
LIA
313
LS Investment Advisors
Michigan
$266K – – –
CHP
314
Cable Hill Partners
Oregon
$264K +$264K +2,300 New
WCM
315
Windsor Capital Management
Arizona
$257K -$69.3K -605 -21%
WPP
316
Whalerock Point Partners
Rhode Island
$257K -$41.8K -365 -14%
RIA
317
Regal Investment Advisors
Michigan
$256K – – –
NCM
318
Northside Capital Management
Oregon
$256K +$256K +2,229 New
RG
319
Rathbones Group
United Kingdom
$255K – – –
CAG
320
Crestwood Advisors Group
Massachusetts
$251K +$251K +2,189 New
NFG
321
Next Financial Group
Texas
$249K -$302K -2,640 -55%
CG
322
Caprock Group
Idaho
$245K +$245K +2,138 New
Mariner
323
Mariner
Kansas
$243K +$30.1K +262 +14%
PL
324
Parthenon LLC
Kentucky
$236K +$236K +2,060 New
IAA
325
Ironsides Asset Advisors
North Carolina
$232K – – –
11 12
13
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