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iShares Russell 1000 ETF
IWB

Overview Fund Activity

416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.

Holders
416
Holders Change
+33
Holders Change %
+8.62%
% of All Funds
10.92%
Holding in Top 10
64
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.29%
% of All Funds
1.68%
New
63
Increased
140
Reduced
132
Closed
27
Calls
$2.2M
Puts
$7.67M
Net Calls
-$5.47M
Net Calls Change
-$4.13M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.58B
2
LPL Financial
2
LPL Financial
California
$346M
3
QI
3
QS Investors
New York
$497M
4
AssetMark Inc
4
AssetMark Inc
California
$120M
5
Bank of America
5
Bank of America
North Carolina
$560M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$8.56M
2
BIT
2
BlackRock Institutional Trust
California
$580M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.05M
4
Creative Planning
4
Creative Planning
Kansas
$111M
5
USAA
5
United Services Automobile Association
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
351
Pathstone Family Office
New Jersey
$268K 2,365 -4,245 -64%
William Blair & Company
352
William Blair & Company
Illinois
$265K 2,344 – –
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$261K 2,307 -8,176 -78%
LP
354
LGL Partners
Pennsylvania
$261K 2,307 +2,307 New
GC
355
Garde Capital
Washington
$259K 2,288 -52 -2%
CCS
356
Crosspoint Capital Strategies
California
$256K 2,230 +1,585 +246%
FMBTD
357
First Midwest Bank Trust Division
Illinois
$256K 2,255 +2,255 New
SI
358
SII Investments
Wisconsin
$245K 2,186 -1,484 -40%
CG
359
Caprock Group
Idaho
$243K 2,148 +2 +0.1%
PL
360
Parthenon LLC
Kentucky
$233K 2,060 – –
IAA
361
Ironsides Asset Advisors
North Carolina
$230K 2,025 – –
LBC
362
Lawrence B. Cohen
$227K 2,000 – –
CI
363
Chartist Inc
California
$227K 2,000 +2,000 New
CAG
364
Crestwood Advisors Group
Massachusetts
$219K 1,933 -256 -12%
WCM
365
Windsor Capital Management
Arizona
$218K 1,925 -143 -7%
AI
366
Atria Investments
North Carolina
$217K 2,035 +2,035 New
ClearBridge Investments
367
ClearBridge Investments
New York
$215K 1,901 +1,901 New
IIC
368
Integrated Investment Consultants
Michigan
$211K 2,002 +2,002 New
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$210K 1,855 – –
DIA
370
Denver Investment Advisors
Colorado
$207K 1,827 +1,827 New
AAM
371
Aureus Asset Management
Massachusetts
$206K 1,817 -1,252 -41%
MWAC
372
Mariner Wealth Advisors (Cincinnati)
Ohio
$206K 1,822 +1,822 New
FHC
373
First Heartland Consultants
Missouri
$202K 1,785 +1,785 New
AIC
374
Ayalon Insurance Company
Israel
$170K 1,500 – –
IP
375
Isthmus Partners
Wisconsin
$151K 1,332 -13 -1%
13 14
15
16 17