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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$47.8M +$1.14M +10,842 +2%
Morgan Stanley
27
Morgan Stanley
New York
$47M -$7.03M -67,061 -13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$46.5M -$1.47M -14,053 -3%
BFPW
29
BOK Financial Private Wealth
Colorado
$45.4M -$1.54M -14,677 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$45M -$12.7M -121,215 -22%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$42.7M -$35.5K -339 -0.1%
BP
32
Ballentine Partners
Massachusetts
$40.3M -$1.91M -18,216 -5%
TC
33
Telemus Capital
Michigan
$38.1M -$1.14M -10,877 -3%
BFA
34
BlackRock Fund Advisors
California
$35.8M +$25.4M +242,500 +245%
BJL
35
Brighton Jones LLC
Washington
$34.6M -$2.07M -19,791 -6%
Creative Planning
36
Creative Planning
Kansas
$34M +$9.13M +87,148 +37%
CL
37
Choreo LLC
Illinois
$32.4M +$32.4M +308,843 New
JIP
38
Jaffetilchin Investment Partners
Florida
$32.3M +$11.9M +113,966 +59%
U
39
UBS
Switzerland
$31.2M +$3.99M +38,073 +15%
ANTB
40
AMG National Trust Bank
Colorado
$30.3M -$985K -9,397 -3%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$29.6M +$29.6M +279,726 New
US Bancorp
42
US Bancorp
Minnesota
$26.9M +$1.04M +9,913 +4%
WT
43
Washington Trust
Rhode Island
$24.5M -$120K -1,145 -0.5%
AIA
44
Arbor Investment Advisors
North Carolina
$23M +$464K +4,426 +2%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$22.5M -$344K -3,280 -2%
WT
46
Wilmington Trust
Delaware
$22.5M +$263K +2,506 +1%
BO
47
BRR OpCo
Ohio
$22.4M -$1.02M -9,758 -4%
SB
48
Suntrust Banks
Georgia
$22.3M +$854K +8,151 +4%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$21.4M +$15.6M +149,324 +273%
Axa
50
Axa
France
$21.2M – – –
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