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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.

New
Increased
Maintained
Reduced
Closed
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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$10.3M +$6.52M +59,299 +171%
BIM
77
BlackRock Investment Management
Delaware
$10.1M -$336K -3,055 -3%
DIP
78
DT Investment Partners
Pennsylvania
$9.72M +$511K +4,655 +6%
RFC
79
Regions Financial Corp
Alabama
$9.57M -$628K -5,718 -6%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$9.48M +$107K +973 +1%
EHPM
81
Emery Howard Portfolio Management
California
$9M -$104K -947 -1%
Comerica Bank
82
Comerica Bank
Texas
$9M +$278K +2,527 +3%
MFP
83
Mosaic Financial Partners
California
$8.8M -$498K -4,535 -5%
FMP
84
Financial Management Professionals
Texas
$8.43M +$101K +919 +1%
MA
85
Montag & Associates
Georgia
$8.31M – – –
HSA
86
HBK Sorce Advisory
Pennsylvania
$8.29M -$116K -1,053 -1%
Two Sigma Investments
87
Two Sigma Investments
New York
$8M +$7.52M +68,480 +1,576%
BAC
88
Boys Arnold & Co
North Carolina
$7.66M -$85.1K -775 -1%
SCM
89
Sterling Capital Management
North Carolina
$7.57M +$4.49M +40,866 +146%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$7.45M +$6.32M +57,510 +558%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$6.88M -$7.4M -67,340 -52%
WT
92
Whittier Trust
California
$6.83M -$248K -2,260 -4%
TIM
93
Tortoise Investment Management
New York
$6.79M -$26.1K -238 -0.4%
BUB
94
BBVA USA Bancshares
Texas
$6.73M -$732K -6,659 -10%
NYLIM
95
New York Life Investment Management
New York
$6.64M -$43.9K -400 -0.7%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$6.39M +$178K +1,618 +3%
OCG
97
Opus Capital Group
Ohio
$6.39M -$16.5K -150 -0.3%
SHA
98
Smith Hayes Advisers
Nebraska
$6.28M +$15.8K +144 +0.3%
EWM
99
Evercore Wealth Management
New York
$6.28M – – –
FNBT
100
FineMark National Bank & Trust
Florida
$6.11M +$1.03M +9,360 +20%
2 3
4
5 6