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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 %
GT
101
Glenmede Trust
Pennsylvania
$4.59M -$1.15M -11,015 -20%
PI
102
Placemark Investments
Illinois
$4.54M +$89.7K +856 +2%
PFBT
103
Parkside Financial Bank & Trust
Missouri
$4.43M +$616K +5,882 +16%
WTC
104
WhitTier Trust Company
Nevada
$4.35M – – –
CWA
105
Convergent Wealth Advisors
Maryland
$4.34M +$6.08K +58 +0.1%
SCM
106
Steward Capital Management
Michigan
$4.24M -$2.7M -25,810 -39%
FNBT
107
FineMark National Bank & Trust
Florida
$4.09M +$372K +3,552 +10%
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$4.01M – – –
MAS
109
Madden Advisory Services
Florida
$3.99M +$2.89M +27,570 +263%
UBS AM
110
UBS AM
Illinois
$3.93M -$11.8M -113,000 -75%
GW
111
GW & Wade
Massachusetts
$3.92M +$151K +1,441 +4%
BFM
112
Boston Financial Management
Massachusetts
$3.88M +$142K +1,351 +4%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$3.7M -$2.16M -20,583 -37%
JFG
114
JMG Financial Group
Illinois
$3.66M -$10.4K -99 -0.3%
PAG
115
Private Advisor Group
New Jersey
$3.64M +$39.6K +378 +1%
PPA
116
Parametric Portfolio Associates
Washington
$3.49M -$2.8M -26,740 -45%
CCT
117
Country Club Trust
Missouri
$3.35M +$3.35M +32,020 New
MA
118
MUFG Americas
New York
$3.32M +$425K +4,058 +15%
CCT
119
Capital City Trust
Florida
$3.2M -$80.7K -770 -2%
HS
120
Huntington Steele
Pennsylvania
$3.2M +$131K +1,250 +4%
RhumbLine Advisers
121
RhumbLine Advisers
Massachusetts
$2.92M -$4.51M -43,010 -61%
BF
122
BOK Financial
Oklahoma
$2.85M -$15.2K -145 -0.5%
FTIOP
123
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.8M -$13.6K -130 -0.5%
Kayne Anderson Rudnick Investment Management
124
Kayne Anderson Rudnick Investment Management
California
$2.77M +$39.4K +376 +1%
FAAS
125
First Allied Advisory Services
California
$2.71M +$188K +1,795 +7%
3 4
5
6 7