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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
USAA
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$217M
5
M&T Bank
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
Merriman Wealth Management
Washington
$0
5
MAA
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
326
First Manhattan
New York
$74K -$38K -350 -34%
BCM
327
Blume Capital Management
California
$69K – – –
DAM
328
Delta Asset Management
Tennessee
$36K – – –
NSIM
329
North Star Investment Management
Illinois
$30K +$217 +2 +0.7%
IFWM
330
Institute for Wealth Management
Colorado
$28K – – –
HCM
331
Highlander Capital Management
New Jersey
$19K – – –
1IC
332
1919 Investment Counsel
Maryland
$18K -$26.7K -240 -60%
PMFA
333
Plante Moran Financial Advisors
Michigan
$14K – – –
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
HR
335
Howe & Rusling
New York
$11K – – –
OIA
336
Optimum Investment Advisors
Illinois
$7K – – –
PIA
337
Peachtree Investment Advisors
Georgia
$7K +$7K +62 New
HF
338
Hoxton Financial
West Virginia
$3K – – –
MWM
339
Merriman Wealth Management
Washington
– -$6.78M -61,540 Closed
Charles Schwab
340
Charles Schwab
California
– -$3.36M -30,500 Closed
PL
341
Plancorp LLC
Missouri
– -$2.02M -18,377 Closed
AL
342
AJO LP
Pennsylvania
– -$1.64M -14,890 Closed
PPA
343
Parametric Portfolio Associates
Washington
– -$921K -8,366 Closed
Natixis Advisors
344
Natixis Advisors
Massachusetts
– -$847K -7,693 Closed
GAM
345
Gemmer Asset Management
California
– -$672K -6,100 Closed
BPBT
346
Boston Private Bank & Trust
Massachusetts
– -$606K -5,500 Closed
CS
347
Comerica Securities
Michigan
– -$432K -3,925 Closed
Fisher Asset Management
348
Fisher Asset Management
Washington
– -$380K -3,451 Closed
VKH
349
Virtu KCG Holdings
New York
– -$343K -3,112 Closed
T
350
TradeWorx
New Jersey
– -$237K -2,154 Closed
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