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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$269M
2
CSIA
2
Charles Schwab Investment Advisory
California
$358M
3
RTS
3
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$35M
2
Deutsche Bank
2
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
4
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
76
DT Investment Partners
Pennsylvania
$9.23M +$843K +7,656 +10%
EHPM
77
Emery Howard Portfolio Management
California
$9.13M +$19.4K +176 +0.2%
Comerica Bank
78
Comerica Bank
Texas
$8.74M +$128K +1,160 +1%
Barclays
79
Barclays
United Kingdom
$8.46M -$1.76K -16 -0%
HSA
80
HBK Sorce Advisory
Pennsylvania
$8.43M -$1.52M -13,839 -15%
FMP
81
Financial Management Professionals
Texas
$8.35M +$210K +1,906 +3%
MA
82
Montag & Associates
Georgia
$8.33M – – –
BAC
83
Boys Arnold & Co
North Carolina
$7.77M +$69.4K +630 +0.9%
BUB
84
BBVA USA Bancshares
Texas
$7.48M +$2.2K +20 +0%
CLOS
85
Compagnie Lombard Odier SCmA
Switzerland
$7.38M -$8.59M -78,000 -54%
M&T Bank
86
M&T Bank
New York
$7.3M +$98.4K +894 +1%
WT
87
Whittier Trust
California
$7.09M +$73.9K +671 +1%
TIM
88
Tortoise Investment Management
New York
$6.84M -$771 -7 -0%
MWM
89
Merriman Wealth Management
Washington
$6.78M -$116K -1,052 -2%
NYLIM
90
New York Life Investment Management
New York
$6.7M -$77.1K -700 -1%
OCG
91
Opus Capital Group
Ohio
$6.42M -$165K -1,503 -3%
EWM
92
Evercore Wealth Management
New York
$6.29M – – –
SHA
93
Smith Hayes Advisers
Nebraska
$6.28M -$87.5K -795 -1%
PI
94
Placemark Investments
Illinois
$6.26M +$1.49M +13,541 +31%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$6.23M -$37K -336 -0.6%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$5.96M -$275K -2,500 -4%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$5.86M +$1.98M +17,955 +51%
SSB
98
Sandy Spring Bank
Maryland
$5.65M +$5.65M +51,312 New
RJA
99
Raymond James & Associates
Florida
$5.45M +$194K +1,758 +4%
FNBT
100
FineMark National Bank & Trust
Florida
$5.09M +$798K +7,248 +19%
2 3
4
5 6