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iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAS
126
Madden Advisory Services
Florida
$4.41M 38,065 – –
MA
127
MUFG Americas
New York
$4.21M 36,374 +4,821 +15%
HS
128
Huntington Steele
Pennsylvania
$4.12M 35,524 +1,111 +3%
GW
129
GW & Wade
Massachusetts
$4.04M 34,826 -5,959 -15%
JFG
130
JMG Financial Group
Illinois
$3.95M 34,085 +847 +3%
VKH
131
Virtu KCG Holdings
New York
$3.92M 33,852 +29,493 +677%
MHS
132
M Holdings Securities
Oregon
$3.64M 31,373 +64 +0.2%
BTNA
133
Bremer Trust National Association
Minnesota
$3.56M 30,715 +16,728 +120%
Brown Advisory
134
Brown Advisory
Maryland
$3.48M 30,069 – –
BF
135
BOK Financial
Oklahoma
$3.44M 29,715 +2,346 +9%
KSA
136
Ken Stern & Associates
California
$3.43M 29,615 -6,656 -18%
CCT
137
Capital City Trust
Florida
$3.4M 29,385 -515 -2%
CAN
138
Cetera Advisor Networks
California
$3.39M 29,219 +1,177 +4%
BAM
139
Barrett Asset Management
New York
$3.22M 27,820 -50 -0.2%
PPA
140
Parametric Portfolio Associates
Washington
$3.16M 27,289 -91,694 -77%
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$2.87M 24,746 -2,681 -10%
UCFA
142
United Capital Financial Advisors
Texas
$2.82M 24,116 +9,080 +60%
PFM
143
Phillips Financial Management
Indiana
$2.75M 23,351 -106 -0.5%
FTIOP
144
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.75M 23,700 -3,650 -13%
MCM
145
MV Capital Management
Maryland
$2.73M 23,578 -258 -1%
MWP
146
MYCIO Wealth Partners
Pennsylvania
$2.65M 22,872 +33 +0.1%
CWA
147
Convergent Wealth Advisors
Maryland
$2.64M 22,763 -601 -3%
CCT
148
Country Club Trust
Missouri
$2.61M 22,505 -7,810 -26%
BKBG
149
BHF Kleinwort Benson Group
Belgium
$2.6M 22,409 -3,716 -14%
BPB
150
Badgley, Phelps & Bell
Washington
$2.46M 21,213 +1,375 +7%
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