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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
Bank of America
North Carolina
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$358M
3
RTS
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$35M
2
Deutsche Bank
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$3.19M -$936K -8,500 -23%
MHS
127
M Holdings Securities
Oregon
$3.19M +$693K +6,296 +28%
CAN
128
Cetera Advisor Networks
California
$3.11M +$482K +4,373 +18%
SCM
129
Sterling Capital Management
North Carolina
$3.08M +$3.08M +28,010 New
FTIOP
130
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.95M – – –
Kayne Anderson Rudnick Investment Management
131
Kayne Anderson Rudnick Investment Management
California
$2.93M +$21.5K +195 +0.7%
BKBG
132
BHF Kleinwort Benson Group
Belgium
$2.85M +$1.97M +17,912 +226%
GF
133
Gerstein Fisher
New York
$2.75M +$46.4K +2,641 +2%
SCM
134
Steward Capital Management
Michigan
$2.71M -$1.74M -15,800 -39%
PFM
135
Phillips Financial Management
Indiana
$2.64M – – –
CIA
136
Choate Investment Advisors
Massachusetts
$2.63M +$575K +5,220 +28%
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$2.55M +$113K +1,027 +5%
CS
138
Credit Suisse
Switzerland
$2.54M +$791K +7,187 +45%
MWP
139
MYCIO Wealth Partners
Pennsylvania
$2.51M -$24K -218 -0.9%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$2.46M -$5.62K -51 -0.2%
HCA
141
Harbour Capital Advisors
Virginia
$2.43M -$27.5K -250 -1%
NPF
142
Norris Perne & French
Michigan
$2.42M +$209K +1,900 +9%
GIA
143
GHP Investment Advisors
Colorado
$2.33M +$2.2K +20 +0.1%
CBU
144
CIBC Bank USA
Illinois
$2.28M -$6.06K -55 -0.3%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$2.28M +$45.5K +413 +2%
CL
146
CPWM LLC
Washington
$2.22M -$53.9K -489 -2%
F
147
Filament
Washington
$2.22M +$330 +3 +0%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$2.18M +$81.6K +741 +4%
CIG
149
Consolidated Investment Group
Colorado
$2.17M – – –
FAAS
150
First Allied Advisory Services
California
$2.14M -$697K -6,335 -25%
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