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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$269M
2
CSIA
2
Charles Schwab Investment Advisory
California
$358M
3
RTS
3
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$35M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
4
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$46.4M -$3.83M -34,782 -8%
Creative Planning
27
Creative Planning
Kansas
$44.4M +$8.65M +78,528 +24%
Morgan Stanley
28
Morgan Stanley
New York
$43.4M -$6.06M -55,029 -12%
BP
29
Ballentine Partners
Massachusetts
$42M -$311K -2,825 -0.7%
TC
30
Telemus Capital
Michigan
$38.4M -$1.58M -14,322 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$37M -$7.93M -71,979 -18%
JIP
32
Jaffetilchin Investment Partners
Florida
$36.8M +$2.91M +26,384 +9%
BJL
33
Brighton Jones LLC
Washington
$36.1M -$264K -2,397 -0.7%
SAC
34
Smith Affiliated Capital
New York
$35M -$989M – –
U
35
UBS
Switzerland
$34.2M +$1.49M +13,489 +5%
CL
36
Choreo LLC
Illinois
$33.5M -$527K -4,790 -2%
ANTB
37
AMG National Trust Bank
Colorado
$32.8M +$962K +8,733 +3%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$30.7M +$8.24M +74,828 +37%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$30.6M -$242K -2,194 -0.8%
US Bancorp
40
US Bancorp
Minnesota
$28.5M +$195K +1,770 +0.7%
Citigroup
41
Citigroup
New York
$27.6M -$32.5M -295,496 -54%
WT
42
Washington Trust
Rhode Island
$26.8M +$1.08M +9,773 +4%
FPTW
43
Franklin, Parlapiano, Turner & Welch
Texas
$24M +$327K +2,971 +1%
AIA
44
Arbor Investment Advisors
North Carolina
$23.7M -$460K -4,175 -2%
WT
45
Wilmington Trust
Delaware
$23.7M +$27K +245 +0.1%
SB
46
Suntrust Banks
Georgia
$23.4M -$55.7K -506 -0.2%
BO
47
BRR OpCo
Ohio
$22.9M -$568K -5,162 -2%
Axa
48
Axa
France
$22.4M +$165K +1,500 +0.7%
SIC
49
Sigma Investment Counselors
Michigan
$21.6M -$533K -4,840 -2%
BFA
50
BlackRock Fund Advisors
California
$21.1M -$16.5M -150,000 -44%
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