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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$149M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
4
BlackRock Fund Advisors
California
$35.8M
5
TCT
5
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$989M
2
BG
2
BlackRock Group
United Kingdom
$0
3
BTS
3
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
5
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$8.19M +$168K +1,605 +2%
Barclays
77
Barclays
United Kingdom
$8M +$500K +4,804 +7%
DIP
78
DT Investment Partners
Pennsylvania
$7.98M -$208K -1,984 -3%
MA
79
Montag & Associates
Georgia
$7.93M – – –
FMP
80
Financial Management Professionals
Texas
$7.74M +$339K +3,232 +5%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$7.74M +$584K +5,570 +8%
BAC
82
Boys Arnold & Co
North Carolina
$7.32M +$108K +1,035 +2%
BUB
83
BBVA USA Bancshares
Texas
$7.12M -$35.4K -338 -0.5%
M&T Bank
84
M&T Bank
New York
$6.86M +$324K +3,090 +5%
HighTower Advisors
85
HighTower Advisors
Illinois
$6.85M +$554K +5,278 +9%
WT
86
Whittier Trust
California
$6.67M -$1.37M -13,067 -17%
MWM
87
Merriman Wealth Management
Washington
$6.58M +$6.58M +62,592 New
TIM
88
Tortoise Investment Management
New York
$6.51M -$15.7K -150 -0.2%
NYLIM
89
New York Life Investment Management
New York
$6.45M -$94.3K -900 -1%
OCG
90
Opus Capital Group
Ohio
$6.26M -$13.6K -130 -0.2%
SHA
91
Smith Hayes Advisers
Nebraska
$6.06M +$818K +7,807 +16%
EWM
92
Evercore Wealth Management
New York
$5.99M – – –
Jones Financial Companies
93
Jones Financial Companies
Missouri
$5.96M +$66.1K +631 +1%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$5.94M – – –
WIC
95
Whitegate Investment Counselors
New Hampshire
$5.76M +$5.76M +50,482 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$5.23M -$16.2M -154,523 -76%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$5.14M +$182K +1,735 +4%
RJA
98
Raymond James & Associates
Florida
$5M -$734K -7,007 -13%
LS
99
Lattice Strategies
Pennsylvania
$4.9M -$251K -2,392 -5%
PSUF
100
People's United Financial
Connecticut
$4.77M +$195K +1,858 +4%
2 3
4
5 6