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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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$54.1M -$1.16M -10,130 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$53.3M +$10.7M +93,445 +25%
UBS Group
28
UBS Group
Switzerland
$51.5M +$51.5M +449,565 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$49.6M -$1.25M -10,899 -2%
BFPW
30
BOK Financial Private Wealth
Colorado
$46.2M -$1.2M -10,436 -3%
GAIA
31
Global Atlantic Investment Advisors
Indiana
$45.9M +$45.9M +400,196 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$45.3M -$1.5M -13,073 -3%
SB
33
Suntrust Banks
Georgia
$45M +$21.3M +185,486 +89%
JIP
34
Jaffetilchin Investment Partners
Florida
$43.2M +$2.68M +23,377 +7%
BP
35
Ballentine Partners
Massachusetts
$42.8M +$82.8K +722 +0.2%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$40.7M +$4.15M +36,218 +11%
TC
37
Telemus Capital
Michigan
$38.2M -$525K -4,577 -1%
BJL
38
Brighton Jones LLC
Washington
$35.7M -$685K -5,978 -2%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$34.3M +$2.44M +21,310 +8%
US Bancorp
40
US Bancorp
Minnesota
$34M +$4.99M +43,494 +17%
TMNFIC
41
Tokio Marine & Nichido Fire Insurance Company
Japan
$31.5M +$31.5M +275,000 New
CL
42
Choreo LLC
Illinois
$30.8M +$642K +5,602 +2%
ANTB
43
AMG National Trust Bank
Colorado
$30.5M -$1.75M -15,272 -5%
WT
44
Washington Trust
Rhode Island
$29.5M +$903K +7,882 +3%
FPTW
45
Franklin, Parlapiano, Turner & Welch
Texas
$27.6M +$1.2M +10,467 +5%
Axa
46
Axa
France
$26.6M +$3.22M +28,100 +14%
SG Americas Securities
47
SG Americas Securities
New York
$26.1M +$22.5M +196,269 +628%
AIA
48
Arbor Investment Advisors
North Carolina
$24.3M -$589K -5,140 -2%
Comerica Bank
49
Comerica Bank
Texas
$23.4M +$14M +122,502 +150%
BFA
50
BlackRock Fund Advisors
California
$22M – – –
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