IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

280 hedge funds and large institutions have $5.42B invested in iShares Russell 1000 ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
9.08%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
1.46%
New
20
Increased
99
Reduced
100
Closed
27
Calls
$17.2M
Puts
$48.5M
Net Calls
-$31.3M
Net Calls Change
-$31.5M

Top Buyers

1
TC
1
Telemus Capital
Michigan
$21.9M
2
SG Americas Securities
2
SG Americas Securities
New York
$20.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$106M
5
Axa
5
Axa
France
$19.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$184M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$12.2M
3
FHA
3
First Horizon Advisors
Tennessee
$509K
4
DS
4
DRW Securities
Illinois
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
151
Callan Capital
California
$1.39M 14,783 -72 -0.5%
NPC
152
National Planning Corporation
California
$1.39M 14,618 +5,902 +68%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M 14,052 -1,890 -12%
SYBT
154
Stock Yards Bank & Trust
Kentucky
$1.32M 13,970 – –
KFS
155
KMS Financial Services
Washington
$1.3M 13,826 +13,826 New
CIA
156
Choate Investment Advisors
Massachusetts
$1.3M 13,798 -3,821 -22%
SNC
157
Stifel Nicolaus & Co
Missouri
$1.3M 13,791 -22 -0.2%
MCM
158
Manchester Capital Management
Vermont
$1.27M 13,469 – –
RPGK
159
Retirement Planning Group (Kansas)
Kansas
$1.26M 13,352 -885 -6%
JWM
160
Jacobus Wealth Management
Wisconsin
$1.24M 13,135 +40 +0.3%
PWAP
161
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.2M 12,776 +26 +0.2%
CWM
162
Concert Wealth Management
California
$1.2M 12,764 +1,677 +15%
WCF
163
West Coast Financial
California
$1.16M 12,354 – –
GIA
164
Guyasuta Investment Advisors
Pennsylvania
$1.12M 11,900 – –
CAW
165
Cornerstone Advisors (Washington)
Washington
$1.09M 11,594 -298 -3%
GA
166
Geneva Advisors
Illinois
$1.06M 11,263 +77 +0.7%
Truist Financial
167
Truist Financial
North Carolina
$1.06M 11,235 +610 +6%
BPB
168
Badgley, Phelps & Bell
Washington
$1.05M 11,143 +1,950 +21%
AIG
169
American International Group
New York
$1.04M 11,026 +2,046 +23%
USAA
170
United Services Automobile Association
Texas
$1.01M 10,700 +600 +6%
WA
171
WESPAC Advisors
California
$983K 10,435 +213 +2%
RACM
172
R & A Capital Management
New Hampshire
$980K 10,405 – –
Brown Advisory
173
Brown Advisory
Maryland
$956K 10,148 – –
RCAG
174
Rehmann Capital Advisory Group
Michigan
$893K 9,482 +1,290 +16%
S
175
SignatureFD
Georgia
$891K 9,461 +1,128 +14%
5 6
7
8 9