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iShares Russell 1000 ETF
IWB

Overview Fund Activity

433 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 171 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
11.56%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.87%
New
41
Increased
123
Reduced
171
Closed
19
Calls
$2.99M
Puts
$28.7M
Net Calls
-$25.7M
Net Calls Change
-$20.2M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$3.22B
2
HHGA
Halbert Hargrove Global Advisors
California
$87.6M
3
CSIA
Charles Schwab Investment Advisory
California
$450M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$167M
5
Ameriprise
Ameriprise
Minnesota
$33.4M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.08B
2
BIT
BlackRock Institutional Trust
California
$31.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$637M
4
USAA
United Services Automobile Association
Texas
$1M
5
AssetMark Inc
AssetMark Inc
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Braver Wealth Management
Massachusetts
$4.83M -$1.54M -13,471 -24%
GT
127
Glenmede Trust
Pennsylvania
$4.82M – – –
CGL
128
Clarius Group LLC
Washington
$4.78M +$5.93K +52 +0.1%
SHA
129
Smith Hayes Advisers
Nebraska
$4.74M +$69.2K +607 +1%
WTC
130
WhitTier Trust Company
Nevada
$4.73M – – –
FC
131
Fiduciary Counselling
Minnesota
$4.7M – – –
FBNAT
132
FirstMerit Bank N.A. Trustee
Ohio
$4.64M – – –
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$4.58M -$3.2M -28,094 -41%
JFG
134
JMG Financial Group
Illinois
$4.49M -$1.82M -15,995 -29%
HCIA
135
Hochman Cole Investment Advisors
Illinois
$4.39M -$160K -1,405 -4%
PSUF
136
People's United Financial
Connecticut
$4.36M +$65.5K +574 +2%
MAS
137
Madden Advisory Services
Florida
$4.34M – – –
BA
138
BlackRock Advisors
Delaware
$4.19M +$591K +5,180 +16%
EPP
139
ETF Portfolio Partners
Kansas
$4.18M +$21.4K +188 +0.5%
HS
140
Huntington Steele
Pennsylvania
$4.18M +$94.9K +832 +2%
HPWM
141
Highland Private Wealth Management
Washington
$4.05M +$1.1M +9,650 +37%
VKH
142
Virtu KCG Holdings
New York
$4.05M +$4.05M +35,457 New
CAN
143
Cetera Advisor Networks
California
$3.82M +$14.1K +124 +0.4%
UB
144
UMB Bank
Missouri
$3.74M +$174K +1,529 +5%
GW
145
GW & Wade
Massachusetts
$3.71M -$22K -193 -0.6%
Prudential Financial
146
Prudential Financial
New Jersey
$3.71M -$474K -4,160 -11%
UCFA
147
United Capital Financial Advisors
Texas
$3.67M -$3.12M -27,256 -46%
BUB
148
BBVA USA Bancshares
Texas
$3.63M -$397K -3,478 -10%
CF
149
Corrigan Financial
Rhode Island
$3.52M -$235K -2,058 -6%
PBO
150
Peoples Bank (Ohio)
Ohio
$3.45M -$532K -4,664 -13%
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