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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
USAA
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$217M
5
M&T Bank
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
Merriman Wealth Management
Washington
$0
5
MAA
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
126
JMG Financial Group
Illinois
$3.65M +$49.7K +452 +1%
MA
127
MUFG Americas
New York
$3.44M +$879 +8 +0%
SG Americas Securities
128
SG Americas Securities
New York
$3.43M +$3.43M +31,231 New
MHS
129
M Holdings Securities
Oregon
$3.4M +$219K +1,991 +7%
HS
130
Huntington Steele
Pennsylvania
$3.4M +$14K +127 +0.4%
CCT
131
Country Club Trust
Missouri
$3.33M -$131K -1,190 -4%
BF
132
BOK Financial
Oklahoma
$3.33M -$17.5K -159 -0.5%
VFS
133
VSR Financial Services
Kansas
$3.31M +$16.9K +154 +0.5%
CCT
134
Capital City Trust
Florida
$3.29M -$43.9K -400 -1%
BAM
135
Barrett Asset Management
New York
$3.03M +$1.22M +11,125 +68%
BKBG
136
BHF Kleinwort Benson Group
Belgium
$2.95M +$113K +1,030 +4%
FTIOP
137
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.94M – – –
CAN
138
Cetera Advisor Networks
California
$2.92M -$183K -1,660 -6%
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$2.87M +$326K +2,967 +13%
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$2.87M -$60.2K -548 -2%
GF
141
Gerstein Fisher
New York
$2.76M +$4.23K +240 +0.2%
MWP
142
MYCIO Wealth Partners
Pennsylvania
$2.66M +$152K +1,384 +6%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$2.58M +$118K +1,076 +5%
PFM
144
Phillips Financial Management
Indiana
$2.54M -$9.76K -92 -0.4%
NPF
145
Norris Perne & French
Michigan
$2.42M – – –
GIA
146
GHP Investment Advisors
Colorado
$2.33M +$5.05K +46 +0.2%
HCA
147
Harbour Capital Advisors
Virginia
$2.31M -$110K -1,000 -5%
F
148
Filament
Washington
$2.22M +$220 +2 +0%
CL
149
CPWM LLC
Washington
$2.2M -$19.6K -178 -0.9%
CBU
150
CIBC Bank USA
Illinois
$2.18M -$101K -915 -4%
4 5
6
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