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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WMS Partners
Maryland
$1.75M – – –
CCM
152
Covington Capital Management
California
$1.74M -$13.1K -125 -0.7%
Nuveen Asset Management
153
Nuveen Asset Management
Illinois
$1.7M +$248K +2,363 +17%
HFS
154
HL Financial Services
Kentucky
$1.7M +$38.2K +365 +2%
Prudential Financial
155
Prudential Financial
New Jersey
$1.7M -$335K -3,200 -17%
CC
156
Callan Capital
California
$1.68M -$733 -7 -0%
CS
157
Credit Suisse
Switzerland
$1.67M -$8.07M -77,008 -83%
HCM
158
Hollencrest Capital Management
California
$1.66M – – –
JWM
159
Jacobus Wealth Management
Wisconsin
$1.64M +$264K +2,516 +19%
AI
160
Accredited Investors
Minnesota
$1.62M -$59.8K -570 -4%
NFM
161
North Forty Management
Washington
$1.61M – – –
VKH
162
Virtu KCG Holdings
New York
$1.58M -$169K -1,616 -10%
NPC
163
National Planning Corporation
California
$1.58M -$21.8K -206 -1%
ACM
164
Azimuth Capital Management
Michigan
$1.54M -$1.56M -14,875 -50%
SYBT
165
Stock Yards Bank & Trust
Kentucky
$1.53M +$10.3K +98 +0.7%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.47M – – –
CWM
167
Cranbrook Wealth Management
Michigan
$1.46M +$84K +802 +6%
KFS
168
KMS Financial Services
Washington
$1.46M +$10.5K +100 +0.7%
USAA
169
United Services Automobile Association
Texas
$1.45M +$325K +3,100 +29%
Stifel Financial
170
Stifel Financial
Missouri
$1.41M +$1.41M +13,488 New
MCM
171
Manchester Capital Management
Vermont
$1.41M – – –
CWM
172
Concert Wealth Management
California
$1.4M +$20.1K +193 +1%
CCG
173
Cypress Capital Group
Florida
$1.38M -$168K -1,600 -11%
Charles Schwab
174
Charles Schwab
California
$1.36M -$944K -9,000 -41%
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.34M – – –
5 6
7
8 9