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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 %
MBT
326
Montecito Bank & Trust
California
$231K +$231K +2,015 New
NAM
327
NTV Asset Management
West Virginia
$229K – – –
LBC
328
Lawrence B. Cohen
$229K – – –
CNFG
329
Creegan & Nassoura Financial Group
New Hampshire
$229K +$229K +2,000 New
OCM
330
One Capital Management
California
$228K +$17.7K +154 +8%
SEI Investments
331
SEI Investments
Pennsylvania
$220K +$220K +1,923 New
Neuberger Berman Group
332
Neuberger Berman Group
New York
$215K -$62.2K -543 -22%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$213K +$64.9K +565 +44%
WA
334
Wealth Architects
California
$213K +$213K +1,854 New
GF
335
Gerstein Fisher
New York
$210K -$17.8M -154,971 -99%
I
336
IberiaBank
Louisiana
$204K +$204K +1,784 New
LWA
337
Lenox Wealth Advisors
New York
$196K +$7.67K +67 +4%
HRIA
338
Haberer Registered Investment Advisor
Ohio
$184K – – –
FANJ
339
Financial Architects (New Jersey)
New Jersey
$177K -$7.81K -68 -4%
CFG
340
CKW Financial Group
Hawaii
$160K +$160K +1,395 New
ICM
341
ICC Capital Management
Florida
$159K – – –
IP
342
Isthmus Partners
Wisconsin
$154K +$154K +1,345 New
BBHC
343
Brown Brothers Harriman & Co
New York
$146K – – –
NES
344
New England Securities
New York
$146K +$115 +1 +0.1%
JIC
345
Joel Isaacson & Co
New York
$141K +$34.8K +303 +33%
BEAM
346
Baker Ellis Asset Management
Washington
$126K – – –
PSI
347
Pinnacle Summer Investments
Virginia
$126K – – –
TCM
348
TD Capital Management
Tennessee
$120K +$687 +6 +0.6%
CTC
349
Central Trust Company
Missouri
$113K – – –
OFS
350
Orrstown Financial Services
Pennsylvania
$109K +$109K +953 New
12 13
14
15 16