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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.6M
2
USAA
United Services Automobile Association
Texas
+$62.1M
3
LPL Financial
LPL Financial
California
+$60.8M
4
Wells Fargo
Wells Fargo
California
+$52.1M
5
M&T Bank
M&T Bank
New York
+$43.9M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$35M
2
Bank of America
Bank of America
North Carolina
-$23.8M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$7.4M
4
MWM
Merriman Wealth Management
Washington
-$6.78M
5
MAA
Managed Account Advisors
New Jersey
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Credit Suisse
Switzerland
$2.16M -$374K -3,401 -15%
CIG
152
Consolidated Investment Group
Colorado
$2.16M – – –
KFS
153
KMS Financial Services
Washington
$2.13M -$1.87K -17 -0.1%
BPB
154
Badgley, Phelps & Bell
Washington
$2.09M +$247K +2,245 +13%
FAAS
155
First Allied Advisory Services
California
$2.08M -$62.1K -564 -3%
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$2.06M -$212K -1,933 -9%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$2.06M -$113K -1,031 -5%
Brown Advisory
158
Brown Advisory
Maryland
$2.06M +$877K +7,979 +74%
CIA
159
Choate Investment Advisors
Massachusetts
$2.05M -$574K -5,220 -22%
CI
160
Conning Inc
Connecticut
$2.04M – – –
CC
161
Callan Capital
California
$1.98M +$227K +2,066 +13%
SBH
162
Segall Bryant & Hamill
Illinois
$1.97M – – –
PO
163
Private Ocean
California
$1.88M -$30.1K -274 -2%
ITIM
164
Indiana Trust & Investment Management
Indiana
$1.85M – – –
WP
165
WMS Partners
Maryland
$1.84M – – –
KeyBank National Association
166
KeyBank National Association
Ohio
$1.81M -$100K -910 -5%
HCM
167
Hollencrest Capital Management
California
$1.76M +$7.91K +72 +0.5%
Stifel Financial
168
Stifel Financial
Missouri
$1.71M +$28.2K +257 +2%
CCM
169
Covington Capital Management
California
$1.66M -$57.3K -521 -3%
AI
170
Accredited Investors
Minnesota
$1.63M +$17.5K +159 +1%
SYBT
171
Stock Yards Bank & Trust
Kentucky
$1.61M +$17.6K +160 +1%
MIAN
172
Mariner Independent Advisor Network
Kansas
$1.61M +$694K +6,321 +76%
NPC
173
National Planning Corporation
California
$1.56M +$6.8K +62 +0.4%
HFS
174
HL Financial Services
Kentucky
$1.56M -$84.6K -770 -5%
MCM
175
Manchester Capital Management
Vermont
$1.48M – – –
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