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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 %
BRWA
326
B. Riley Wealth Advisors
Florida
$29.4K +$29.4K +267 New
IFWM
327
Institute for Wealth Management
Colorado
$28K – – –
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$24.8K – – –
HCM
329
Highlander Capital Management
New Jersey
$19K – – –
PMFA
330
Plante Moran Financial Advisors
Michigan
$14K – – –
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
RFA
332
Reilly Financial Advisors
California
$11K – – –
HR
333
Howe & Rusling
New York
$11K +$11K +100 New
OIA
334
Optimum Investment Advisors
Illinois
$7K -$6.42K -55 -48%
HF
335
Hoxton Financial
West Virginia
$3K – – –
BC
336
Brookfield Corp
Ontario, Canada
– -$1.95M -18,582 Closed
NFM
337
North Forty Management
Washington
– -$1.61M -15,400 Closed
SCA
338
STALEY CAPITAL ADVISERS
Pennsylvania
– -$1.16M -11,076 Closed
AA
339
ALPS Advisors
Colorado
– -$804K -7,675 Closed
ICOA
340
Investment Centers of America
North Dakota
– -$537K -5,673 Closed
Citadel Advisors
341
Citadel Advisors
Florida
– -$472K -4,502 Closed
SC
342
Scotia Capital
Ontario, Canada
– -$321K -3,070 Closed
KIG
343
Kovitz Investment Group
Illinois
– -$257K -2,945 Closed
QC
344
QCM Cayman
Texas
– -$296K -2,823 Closed
VF
345
Virtu Financial
New York
– -$225K -2,152 Closed
BTS
346
BB&T Securities
Virginia
– -$2.16M -2,063 Closed
AllianceBernstein
347
AllianceBernstein
Tennessee
– -$148K -1,408 Closed
PFA
348
Paradigm Financial Advisors
Missouri
– -$47K -448 Closed
CFS
349
Community Financial System
New York
– -$39K -374 Closed
PAS
350
Partnervest Advisory Services
California
– -$35K -330 Closed
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