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iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
326
ICC Capital Management
Florida
$251K 2,165 +775 +56%
CG
327
Caprock Group
Idaho
$248K 2,141 +3 +0.1%
PL
328
Parthenon LLC
Kentucky
$239K 2,060 – –
IAA
329
Ironsides Asset Advisors
North Carolina
$235K 2,025 – –
LBC
330
Lawrence B. Cohen
$232K 2,000 – –
CNFG
331
Creegan & Nassoura Financial Group
New Hampshire
$232K 2,000 – –
OCM
332
One Capital Management
California
$231K 1,993 +7 +0.4%
BHIA
333
Birch Hill Investment Advisors
Massachusetts
$228K 1,965 +1,965 New
PPCM
334
Pillar Pacific Capital Management
California
$222K 1,916 +1,916 New
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$217K 1,855 – –
OFS
336
Orrstown Financial Services
Pennsylvania
$217K 1,872 +919 +96%
GF
337
Gerstein Fisher
New York
$212K 1,829 – –
I
338
IberiaBank
Louisiana
$204K 1,759 -25 -1%
DCM
339
Donaldson Capital Management
Indiana
$204K 1,760 +1,760 New
VAM
340
Verity Asset Management
North Carolina
$201K 1,735 -3,038 -64%
DIA
341
Denver Investment Advisors
Colorado
$200K 1,725 +1,725 New
HRIA
342
Haberer Registered Investment Advisor
Ohio
$186K 1,602 – –
AIC
343
Ayalon Insurance Company
Israel
$174K 1,500 +1,500 New
FANJ
344
Financial Architects (New Jersey)
New Jersey
$167K 1,442 -100 -6%
IP
345
Isthmus Partners
Wisconsin
$156K 1,345 – –
BBHC
346
Brown Brothers Harriman & Co
New York
$147K 1,270 – –
JIC
347
Joel Isaacson & Co
New York
$142K 1,227 – –
VIA
348
Vantage Investment Advisors
Pennsylvania
$140K 1,210 +605 +100%
CMO
349
Covenant Multifamily Offices
Texas
$131K 1,134 +1,134 New
LWA
350
Lenox Wealth Advisors
New York
$127K 1,095 -617 -36%
12 13
14
15 16