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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 %
AIP
351
Ameritas Investment Partners
Nebraska
$104K +$104K +915 New
Bessemer Group
352
Bessemer Group
New Jersey
$97K – – –
PVH
353
Psagot Value Holdings
Israel
$97K – – –
TCP
354
TAMRO Capital Partners
Virginia
$85K +$85K +744 New
SF
355
Synovus Financial
Georgia
$80K – – –
First Manhattan
356
First Manhattan
New York
$78K – – –
BCM
357
Blume Capital Management
California
$72K – – –
PIA
358
Peachtree Investment Advisors
Georgia
$69K +$61.9K +540 +871%
VIA
359
Vantage Investment Advisors
Pennsylvania
$69K +$69K +605 New
AssetMark Inc
360
AssetMark Inc
California
$64K -$18.9M -166,189 -100%
OAJ
361
Ogorek Anthony Joseph
New York
$61K +$61K +534 New
QI
362
QS Investors
New York
$58K +$58K +500 New
ASN
363
Advisory Services Network
Georgia
$47K +$47K +420 New
ClearBridge Investments
364
ClearBridge Investments
New York
$46K +$46K +400 New
DAM
365
Delta Asset Management
Tennessee
$37K – – –
UFA
366
US Financial Advisors
Massachusetts
$34K +$34K +294 New
IF
367
Ironwood Financial
Arizona
$32K +$32K +277 New
BWA
368
Burt Wealth Advisors
Maryland
$31K +$31K +273 New
NSIM
369
North Star Investment Management
Illinois
$29K -$2.89K -25 -9%
RMAM
370
Raab & Moskowitz Asset Management
New Jersey
$25K +$25K +217 New
HCM
371
Highlander Capital Management
New Jersey
$20K – – –
PMFA
372
Plante Moran Financial Advisors
Michigan
$14K – – –
HW
373
Hedeker Wealth
Illinois
$14K +$14K +123 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
HR
375
Howe & Rusling
New York
$11K – – –
12 13 14
15
16