IWB icon

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 %
VF
51
Virtu Financial
New York
$21.3M +$21.3M +186,034 New
B
52
Baird
Wisconsin
$21.3M +$88.4K +771 +0.4%
BO
53
BRR OpCo
Ohio
$21.2M -$1.06M -9,221 -5%
P
54
Pitcairn
Pennsylvania
$20.9M -$223K -1,948 -1%
GAG
55
GM Advisory Group
New York
$19.9M +$19.9M +173,768 New
AL
56
Aspiriant LLC
California
$18.9M +$151K +1,317 +0.8%
MWM
57
Modera Wealth Management
New Jersey
$18.1M -$659K -5,752 -4%
BFA
58
Beaumont Financial Advisors
Massachusetts
$18M -$7.42M -64,729 -29%
PA
59
Parkside Advisors
California
$17.7M -$78.8K -687 -0.4%
IC
60
Iconiq Capital
California
$17.6M +$1.53M +13,344 +10%
BCM
61
BTC Capital Management
Iowa
$16.6M -$245K -2,135 -1%
RTS
62
Round Table Services
New Jersey
$16.3M -$206K -1,796 -1%
SCP
63
Syntal Capital Partners
Texas
$16.2M -$898K -7,832 -5%
SIM
64
Sigma Investment Management
Oregon
$15.7M -$680K -5,933 -4%
CB
65
Commerce Bank
Missouri
$15.6M +$936K +8,168 +6%
Ameriprise
66
Ameriprise
Minnesota
$15.1M +$1.07M +9,304 +8%
SI
67
Stephens Inc
Arkansas
$15.1M +$27.9K +243 +0.2%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$15M +$8.72M +76,109 +140%
GWS
69
Glassman Wealth Services
Virginia
$14.9M +$14.9M +129,585 New
CG
70
Colony Group
Massachusetts
$13.7M +$431K +3,756 +3%
PPA
71
Parametric Portfolio Associates
Washington
$13.6M +$13.6M +118,983 New
JWM
72
Jackson Wealth Management
Florida
$13.2M +$13.2M +115,185 New
PAG
73
Private Advisor Group
New Jersey
$12.8M -$1.17M -10,234 -8%
SCM
74
Sterling Capital Management
North Carolina
$12.6M +$4.73M +41,290 +60%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$12.6M +$2.73M +23,783 +28%
1 2
3
4 5