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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
USAA
2
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
3
LPL Financial
California
$156M
4
Wells Fargo
4
Wells Fargo
California
$217M
5
M&T Bank
5
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
2
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
MAA
5
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$53M -$306K -2,782 -0.6%
M&T Bank
27
M&T Bank
New York
$51.2M +$43.9M +399,620 +602%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$48.8M +$1.84M +16,783 +4%
BFPW
29
BOK Financial Private Wealth
Colorado
$45.5M -$868K -7,896 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$44.9M -$2.49M -22,654 -5%
U
31
UBS
Switzerland
$44.4M +$10.2M +93,023 +30%
BP
32
Ballentine Partners
Massachusetts
$40.9M -$1.01M -9,158 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$40.8M +$3.94M +35,827 +11%
JIP
34
Jaffetilchin Investment Partners
Florida
$38.8M +$2.08M +18,927 +6%
TC
35
Telemus Capital
Michigan
$37.1M -$1.2M -10,925 -3%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$35M +$4.41M +40,110 +14%
BJL
37
Brighton Jones LLC
Washington
$34.8M -$1.17M -10,605 -3%
ANTB
38
AMG National Trust Bank
Colorado
$30.9M -$1.85M -16,879 -6%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$30.5M +$28.6K +260 +0.1%
PP
40
Pension Partners
New York
$29.2M +$29.2M +265,590 New
CL
41
Choreo LLC
Illinois
$28.9M -$4.48M -40,795 -13%
Citigroup
42
Citigroup
New York
$28M +$452K +4,111 +2%
US Bancorp
43
US Bancorp
Minnesota
$27.8M -$635K -5,778 -2%
WT
44
Washington Trust
Rhode Island
$27.4M +$621K +5,655 +2%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$25.3M +$1.35M +12,266 +6%
BFA
46
Beaumont Financial Advisors
Massachusetts
$24.4M +$10.6M +96,497 +77%
AIA
47
Arbor Investment Advisors
North Carolina
$23.8M +$177K +1,610 +0.7%
SB
48
Suntrust Banks
Georgia
$22.8M -$575K -5,238 -2%
Axa
49
Axa
France
$22.4M – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$22M +$11.4M +103,895 +108%
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