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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 %
LS
101
Lattice Strategies
Pennsylvania
$4.91M -$239K -2,170 -5%
AssetMark Inc
102
AssetMark Inc
California
$4.9M +$4.9M +44,478 New
GT
103
Glenmede Trust
Pennsylvania
$4.82M -$991 -9 -0%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$4.74M +$89K +808 +2%
Prudential Financial
105
Prudential Financial
New Jersey
$4.71M +$2.93M +26,578 +164%
WTC
106
WhitTier Trust Company
Nevada
$4.57M – – –
PAG
107
Private Advisor Group
New Jersey
$4.42M +$594K +5,394 +16%
PSUF
108
People's United Financial
Connecticut
$4.25M -$773K -7,015 -15%
NEPWA
109
New England Private Wealth Advisors
Massachusetts
$4.21M – – –
MAS
110
Madden Advisory Services
Florida
$4.19M – – –
GW
111
GW & Wade
Massachusetts
$4.12M – – –
BFM
112
Boston Financial Management
Massachusetts
$3.91M -$167K -1,519 -4%
HighTower Advisors
113
HighTower Advisors
Illinois
$3.83M -$3.36M -30,483 -47%
CWA
114
Convergent Wealth Advisors
Maryland
$3.8M -$760K -6,900 -17%
TRCT
115
Tower Research Capital (TRC)
New York
$3.75M -$7.53M -68,408 -67%
JFG
116
JMG Financial Group
Illinois
$3.61M -$238K -2,165 -6%
Deutsche Bank
117
Deutsche Bank
Germany
$3.56M -$52M -472,429 -94%
CCT
118
Country Club Trust
Missouri
$3.47M -$58.4K -530 -2%
MA
119
MUFG Americas
New York
$3.45M -$42.9K -390 -1%
HS
120
Huntington Steele
Pennsylvania
$3.39M +$33.6K +305 +1%
WSTAM
121
Wilbanks Smith & Thomas Asset Management
Virginia
$3.37M -$2.03M -18,410 -38%
Charles Schwab
122
Charles Schwab
California
$3.36M +$1.93M +17,500 +135%
BF
123
BOK Financial
Oklahoma
$3.35M +$357K +3,246 +12%
CCT
124
Capital City Trust
Florida
$3.35M -$20.4K -185 -0.6%
VFS
125
VSR Financial Services
Kansas
$3.3M +$1.95M +17,690 +145%
3 4
5
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