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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 %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
BWP
427
Baldwin Wealth Partners
Massachusetts
$10K +$10K +90 New
WIC
428
Woodmont Investment Counsel
Tennessee
$8K – – –
GBT
429
Grove Bank & Trust
Florida
$7K – – –
RCA
430
Rowland Carmichael Advisors
Arizona
$6K +$6K +55 New
PG
431
Patten Group
Tennessee
$5.7K +$5.7K +50 New
AssetMark Inc
432
AssetMark Inc
California
$5K -$111M -1,061,181 -100%
DOA
433
D'Orazio & Associates
Virginia
$4K +$4K +37 New
Geode Capital Management
434
Geode Capital Management
Massachusetts
$590 -$586K – –
Nuveen Asset Management
435
Nuveen Asset Management
Illinois
$266 -$295 -2,583 -53%
EWM
436
Endurance Wealth Management
Rhode Island
$51 – – –
SIM
437
Sigma Investment Management
Oregon
– -$15.1M -133,465 Closed
BKBG
438
BHF Kleinwort Benson Group
Belgium
– -$2.34M -20,610 Closed
BA
439
Boston Advisors
Massachusetts
– -$1.92M -16,977 Closed
DBT
440
Dubuque Bank & Trust
Iowa
– -$1.55M -13,676 Closed
SFG
441
Sage Financial Group
Pennsylvania
– -$640K -5,650 Closed
IRF
442
IBM Retirement Fund
New York
– -$499K -4,400 Closed
FWCM
443
First Western Capital Management
California
– -$423K -3,736 Closed
Walleye Trading
444
Walleye Trading
New York
– -$417K -3,676 Closed
AWMG
445
Alliance Wealth Management Group
New Jersey
– -$271K -2,392 Closed
CCS
446
Crosspoint Capital Strategies
California
– -$256K -2,230 Closed
CAG
447
Crestwood Advisors Group
Massachusetts
– -$219K -1,933 Closed
ClearBridge Investments
448
ClearBridge Investments
New York
– -$215K -1,901 Closed
OAJ
449
Ogorek Anthony Joseph
New York
– -$92K -809 Closed
CG
450
Cutler Group
California
– -$41K -364 Closed
15 16 17
18
19