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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 %
Stifel Financial
76
Stifel Financial
Missouri
$12.4M +$10.6M +92,839 +597%
1GA
77
1st Global Advisors
Texas
$12.4M +$386K +3,367 +3%
SIC
78
Sigma Investment Counselors
Michigan
$12.2M -$10.1M -88,401 -45%
FBNAT
79
FirstMerit Bank N.A. Trustee
Ohio
$11.7M -$3.1M -27,047 -21%
PCMK
80
Paragon Capital Management (Kansas)
Kansas
$11.6M -$340K -2,964 -3%
BIM
81
BlackRock Investment Management
Delaware
$11.4M +$849K +7,406 +8%
RFC
82
Regions Financial Corp
Alabama
$10.8M +$771K +6,730 +8%
USAA
83
United Services Automobile Association
Texas
$10.3M -$55.7M -485,600 -84%
DIP
84
DT Investment Partners
Pennsylvania
$9.98M -$161K -1,408 -2%
EHPM
85
Emery Howard Portfolio Management
California
$9.48M +$81.2K +708 +0.9%
RJA
86
Raymond James & Associates
Florida
$8.97M +$3.04M +26,556 +51%
FMP
87
Financial Management Professionals
Texas
$8.95M +$155K +1,356 +2%
MFP
88
Mosaic Financial Partners
California
$8.88M -$296K -2,583 -3%
MA
89
Montag & Associates
Georgia
$8.46M -$218K -1,900 -3%
HSA
90
HBK Sorce Advisory
Pennsylvania
$8.39M -$262K -2,284 -3%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$8.3M +$527K +4,594 +7%
TIM
92
Tortoise Investment Management
New York
$8.18M +$1.09M +9,515 +15%
BAC
93
Boys Arnold & Co
North Carolina
$7.5M -$491K -4,287 -6%
FNBT
94
FineMark National Bank & Trust
Florida
$7.21M +$836K +7,293 +13%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$7.18M – – –
WT
96
Whittier Trust
California
$7.12M – – –
HighTower Advisors
97
HighTower Advisors
Illinois
$7.07M -$3.71M -32,380 -34%
SHA
98
Smith Hayes Advisers
Nebraska
$6.91M +$352K +3,073 +5%
NYLIM
99
New York Life Investment Management
New York
$6.84M -$91.7K -800 -1%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$6.69M +$18.5K +161 +0.3%
2 3
4
5 6