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iShares Russell 1000 ETF
IWB

Overview Fund Activity

416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.

Holders
416
Holders Change
+33
Holders Change %
+8.62%
% of All Funds
10.92%
Holding in Top 10
64
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.29%
% of All Funds
1.68%
New
63
Increased
140
Reduced
132
Closed
27
Calls
$2.2M
Puts
$7.67M
Net Calls
-$5.47M
Net Calls Change
-$4.13M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.58B
2
LPL Financial
2
LPL Financial
California
$346M
3
QI
3
QS Investors
New York
$497M
4
AssetMark Inc
4
AssetMark Inc
California
$120M
5
Bank of America
5
Bank of America
North Carolina
$560M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$8.56M
2
BIT
2
BlackRock Institutional Trust
California
$580M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.05M
4
Creative Planning
4
Creative Planning
Kansas
$111M
5
USAA
5
United Services Automobile Association
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$27.8M 245,318 -1,618 -0.7%
FPTW
52
Franklin, Parlapiano, Turner & Welch
Texas
$27.1M 239,194 +7,273 +3%
Axa
53
Axa
France
$26.9M 237,555 – –
SG Americas Securities
54
SG Americas Securities
New York
$25.3M 223,500 -6,479 -3%
JIP
55
Jaffetilchin Investment Partners
Florida
$24.1M 212,333 +17,893 +9%
AIA
56
Arbor Investment Advisors
North Carolina
$23.4M 206,338 -2,467 -1%
JWA
57
JFS Wealth Advisors
Pennsylvania
$22.4M 197,701 +197,701 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$21.2M 186,959 +47,115 +34%
BO
59
BRR OpCo
Ohio
$20.2M 178,029 +2,647 +2%
TC
60
Telemus Capital
Michigan
$20.1M 177,716 -28,429 -14%
P
61
Pitcairn
Pennsylvania
$19.6M 173,294 -7,986 -4%
GAIA
62
Global Atlantic Investment Advisors
Indiana
$19.6M 172,663 -14,395 -8%
AL
63
Aspiriant LLC
California
$19.4M 171,123 -2,028 -1%
SLT
64
St Louis Trust
Missouri
$19.2M 169,748 +169,748 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$18.9M 166,866 +11,776 +8%
PA
66
Parkside Advisors
California
$18.8M 175,669 -281 -0.2%
SWP
67
Stratos Wealth Partners
Ohio
$18.7M 165,355 +121,921 +281%
WMA
68
White Mountains Advisors
Connecticut
$17.7M 156,100 – –
PCMK
69
Paragon Capital Management (Kansas)
Kansas
$17.2M 151,733 +35,775 +31%
SI
70
Stephens Inc
Arkansas
$15.9M 140,520 -1,284 -0.9%
MWM
71
Modera Wealth Management
New Jersey
$15.7M 138,510 -2,406 -2%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$15.6M 137,336 -1,277 -0.9%
SCM
73
Sterling Capital Management
North Carolina
$15.4M 136,226 – –
RJA
74
Raymond James & Associates
Florida
$15.4M 136,005 +47,735 +54%
CB
75
Commerce Bank
Missouri
$15.4M 135,691 -5,970 -4%
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