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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.

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 %
SIC
51
Sigma Investment Counselors
Michigan
$21.4M -$83.5K -760 -0.4%
BO
52
BRR OpCo
Ohio
$21.3M -$1.56M -14,161 -7%
BFA
53
BlackRock Fund Advisors
California
$21M – – –
B
54
Baird
Wisconsin
$20.3M -$539K -4,908 -3%
P
55
Pitcairn
Pennsylvania
$20.2M -$41.5K -378 -0.2%
VC
56
Vicus Capital
Pennsylvania
$19.3M +$19.3M +175,982 New
AssetMark Inc
57
AssetMark Inc
California
$18.3M +$13.4M +122,273 +275%
MWM
58
Modera Wealth Management
New Jersey
$18M -$261K -2,377 -1%
AL
59
Aspiriant LLC
California
$18M -$877K -7,981 -5%
PA
60
Parkside Advisors
California
$17.1M -$327K -2,975 -2%
SCP
61
Syntal Capital Partners
Texas
$16.4M -$179K -1,626 -1%
QLMGAA
62
QS Legg Mason Global Asset Allocation
New York
$16.2M +$485K +4,412 +3%
BCM
63
BTC Capital Management
Iowa
$16.1M +$16.1M +146,603 New
RTS
64
Round Table Services
New Jersey
$15.8M -$1.25M -11,373 -7%
SIM
65
Sigma Investment Management
Oregon
$15.7M -$450K -4,100 -3%
IC
66
Iconiq Capital
California
$15.4M +$841K +7,658 +6%
SI
67
Stephens Inc
Arkansas
$14.5M +$395K +3,593 +3%
FBNAT
68
FirstMerit Bank N.A. Trustee
Ohio
$14.2M -$967K -8,800 -6%
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
$14.2M +$10.8M +98,425 +321%
CB
70
Commerce Bank
Missouri
$14.1M +$153K +1,392 +1%
PAG
71
Private Advisor Group
New Jersey
$13.4M +$8.98M +81,715 +204%
Ameriprise
72
Ameriprise
Minnesota
$13.3M +$416K +3,835 +3%
CG
73
Colony Group
Massachusetts
$12.7M +$1.48M +13,460 +13%
1GA
74
1st Global Advisors
Texas
$11.5M -$7.47K -68 -0.1%
PCMK
75
Paragon Capital Management (Kansas)
Kansas
$11.5M +$231K +2,102 +2%
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3
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