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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 %
CAL
376
Capital Analysts LLC
Pennsylvania
$10.9K +$10.9K +95 New
OIA
377
Optimum Investment Advisors
Illinois
$7K – – –
W
378
Wealthfront
California
$7K +$7K +65 New
HF
379
Hoxton Financial
West Virginia
$3K – – –
BRWA
380
B. Riley Wealth Advisors
Florida
$20 +$20 +171 New
PP
381
Pension Partners
New York
– -$29.2M -265,590 Closed
VC
382
Vicus Capital
Pennsylvania
– -$19.3M -175,982 Closed
Two Sigma Investments
383
Two Sigma Investments
New York
– -$8M -72,826 Closed
EWM
384
Evercore Wealth Management
New York
– -$6.28M -57,145 Closed
TRCT
385
Tower Research Capital (TRC)
New York
– -$4.81M -43,801 Closed
Two Sigma Advisers
386
Two Sigma Advisers
New York
– -$1.41M -12,800 Closed
WA
387
WESPAC Advisors
California
– -$1.37M -12,499 Closed
Jane Street
388
Jane Street
New York
– -$780K -7,100 Closed
VCM
389
Vision Capital Management
Oregon
– -$581K -5,289 Closed
Citadel Advisors
390
Citadel Advisors
Florida
– -$505K -4,599 Closed
OC
391
Oppenheimer & Co
New York
– -$428K -3,891 Closed
NEAM
392
New England Asset Management
Connecticut
– -$396K -3,600 Closed
GC
393
Guggenheim Capital
Illinois
– -$385K -3,500 Closed
EP
394
Edgestream Partners
New Jersey
– -$201K -1,832 Closed
TFCP
395
Twin Focus Capital Partners
Massachusetts
– -$109K -994 Closed
IFWM
396
Institute for Wealth Management
Colorado
– -$28K -256 Closed
12 13 14 15
16