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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
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
126
Gerstein Fisher
New York
$2.58M -$2.53M -151,067 -50%
PFM
127
Phillips Financial Management
Indiana
$2.5M -$5.01K -48 -0.2%
CAN
128
Cetera Advisor Networks
California
$2.5M +$276K +2,638 +12%
MWP
129
MYCIO Wealth Partners
Pennsylvania
$2.41M – – –
MHS
130
M Holdings Securities
Oregon
$2.38M -$117K -1,119 -5%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$2.35M -$273K -2,605 -10%
HCA
132
Harbour Capital Advisors
Virginia
$2.34M – – –
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$2.32M +$496K +4,738 +27%
GIA
134
GHP Investment Advisors
Colorado
$2.21M +$9.95K +95 +0.5%
CBU
135
CIBC Bank USA
Illinois
$2.18M -$212K -2,020 -9%
CL
136
CPWM LLC
Washington
$2.17M -$11.4K -109 -0.5%
BTS
137
BB&T Securities
Virginia
$2.16M -$62.5M -59,705 -97%
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$2.12M -$1.44M -13,714 -40%
F
139
Filament
Washington
$2.11M -$282K -2,691 -12%
NPF
140
Norris Perne & French
Michigan
$2.11M +$2.11M +20,103 New
CIG
141
Consolidated Investment Group
Colorado
$2.06M – – –
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1.99M +$524 +5 +0%
CIA
143
Choate Investment Advisors
Massachusetts
$1.96M +$547K +5,220 +39%
PL
144
Plancorp LLC
Missouri
$1.95M +$1.5M +14,293 +331%
BC
145
Brookfield Corp
Ontario, Canada
$1.95M – – –
SBH
146
Segall Bryant & Hamill
Illinois
$1.88M +$10.5K +100 +0.6%
PO
147
Private Ocean
California
$1.82M -$79.1K -755 -4%
BPB
148
Badgley, Phelps & Bell
Washington
$1.81M +$239K +2,280 +15%
KeyBank National Association
149
KeyBank National Association
Ohio
$1.79M +$38.8K +370 +2%
ITIM
150
Indiana Trust & Investment Management
Indiana
$1.76M – – –
4 5
6
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