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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$269M
2
CSIA
Charles Schwab Investment Advisory
California
$358M
3
RTS
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$35M
2
Deutsche Bank
Deutsche Bank
Germany
$3.56M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53.4M
4
Citigroup
Citigroup
New York
$27.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
151
KMS Financial Services
Washington
$2.13M +$599K +5,436 +39%
CI
152
Conning Inc
Connecticut
$2.05M +$2.05M +18,582 New
PL
153
Plancorp LLC
Missouri
$2.02M -$25.2K -229 -1%
SBH
154
Segall Bryant & Hamill
Illinois
$1.97M – – –
Nuveen Asset Management
155
Nuveen Asset Management
Illinois
$1.95M +$159K +1,443 +9%
KeyBank National Association
156
KeyBank National Association
Ohio
$1.92M +$40.2K +365 +2%
PO
157
Private Ocean
California
$1.91M +$3.63K +33 +0.2%
ITIM
158
Indiana Trust & Investment Management
Indiana
$1.85M – – –
BPB
159
Badgley, Phelps & Bell
Washington
$1.85M -$51.5K -468 -3%
WP
160
WMS Partners
Maryland
$1.84M – – –
BAM
161
Barrett Asset Management
New York
$1.81M +$924K +8,395 +104%
CC
162
Callan Capital
California
$1.75M -$14.9K -135 -0.8%
HCM
163
Hollencrest Capital Management
California
$1.75M +$7.16K +65 +0.4%
CCM
164
Covington Capital Management
California
$1.73M -$114K -1,025 -6%
JWM
165
Jacobus Wealth Management
Wisconsin
$1.72M – – –
Stifel Financial
166
Stifel Financial
Missouri
$1.69M +$200K +1,818 +13%
HFS
167
HL Financial Services
Kentucky
$1.65M -$139K -1,258 -8%
AL
168
AJO LP
Pennsylvania
$1.64M +$1.64M +14,890 New
AI
169
Accredited Investors
Minnesota
$1.62M -$81.2K -737 -5%
SYBT
170
Stock Yards Bank & Trust
Kentucky
$1.6M -$4.73K -43 -0.3%
NPC
171
National Planning Corporation
California
$1.56M -$75.4K -685 -5%
CWM
172
Cranbrook Wealth Management
Michigan
$1.54M +$4.96K +45 +0.3%
MCM
173
Manchester Capital Management
Vermont
$1.48M – – –
LWCFA
174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.46M -$91K -827 -6%
CCG
175
Cypress Capital Group
Florida
$1.45M – – –
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