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iShares Russell 1000 ETF
IWB

Overview Fund Activity

433 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 171 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
11.56%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.87%
New
41
Increased
123
Reduced
171
Closed
19
Calls
$2.99M
Puts
$28.7M
Net Calls
-$25.7M
Net Calls Change
-$20.2M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$3.22B
2
HHGA
Halbert Hargrove Global Advisors
California
$87.6M
3
CSIA
Charles Schwab Investment Advisory
California
$450M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$167M
5
Ameriprise
Ameriprise
Minnesota
$33.4M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.08B
2
BIT
BlackRock Institutional Trust
California
$31.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$637M
4
USAA
United Services Automobile Association
Texas
$1M
5
AssetMark Inc
AssetMark Inc
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
351
Ancora Advisors
Ohio
$296K -$124K -1,087 -30%
DDPIC
352
Deroy & Devereaux Private Investment Counsel
Michigan
$294K – – –
SFA
353
Sequoia Financial Advisors
Ohio
$286K – – –
SWM
354
Segment Wealth Management
Texas
$278K – – –
AAS
355
Annex Advisory Services
Wisconsin
$276K -$50.6K -443 -15%
IFAM
356
Institutional & Family Asset Management
Colorado
$273K – – –
LP
357
LGL Partners
Pennsylvania
$265K +$1.49K +13 +0.6%
CHP
358
Cable Hill Partners
Oregon
$264K -$84.7K -738 -24%
DW
359
Domani Wealth
Pennsylvania
$260K +$260K +2,279 New
BA
360
Bristlecone Advisors
Washington
$259K -$323K -2,827 -55%
GC
361
Garde Capital
Washington
$256K -$5.02K -44 -2%
CBU
362
CIBC Bank USA
Illinois
$252K -$109K -954 -30%
AAM
363
Aureus Asset Management
Massachusetts
$252K +$44.5K +390 +21%
KLI
364
Kelman-Lazarov Inc
Tennessee
$252K +$252K +2,198 New
BSW
365
Buckingham Strategic Wealth
Missouri
$247K -$81.2K -712 -25%
TSS
366
Two Sigma Securities
New York
$247K +$247K +2,167 New
CG
367
Caprock Group
Idaho
$246K +$685 +6 +0.3%
CC
368
Callan Capital
California
$246K +$246K +2,157 New
FMBTD
369
First Midwest Bank Trust Division
Illinois
$245K -$12.2K -107 -5%
PPCM
370
Pillar Pacific Capital Management
California
$243K +$243K +2,127 New
PL
371
Parthenon LLC
Kentucky
$235K – – –
IAA
372
Ironsides Asset Advisors
North Carolina
$231K – – –
ERIM
373
Eagle Ridge Investment Management
Connecticut
$231K +$231K +2,023 New
MFS
374
McNamara Financial Services
Massachusetts
$231K +$231K +2,026 New
LBC
375
Lawrence B. Cohen
$228K – – –
13 14
15
16 17