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iShares Russell 1000 ETF
IWB

Overview Fund Activity

378 hedge funds and large institutions have $6.32B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+43
Holders Change %
+12.84%
% of All Funds
10.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
64
Increased
130
Reduced
107
Closed
16
Calls
$1.65M
Puts
$8.02M
Net Calls
-$6.37M
Net Calls Change
-$6.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$73.2M
2
Bank of America
Bank of America
North Carolina
+$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$40.3M
5
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
+$31.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$55.7M
2
Morgan Stanley
Morgan Stanley
New York
-$32.5M
3
PP
Pension Partners
New York
-$29.2M
4
Citigroup
Citigroup
New York
-$22.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
151
Phillips Financial Management
Indiana
$2.65M -$52K -461 -2%
MWP
152
MYCIO Wealth Partners
Pennsylvania
$2.62M -$152K -1,329 -5%
NPF
153
Norris Perne & French
Michigan
$2.52M – – –
F
154
FolioMetrix
Nebraska
$2.48M +$2.48M +22,859 New
HCA
155
Harbour Capital Advisors
Virginia
$2.41M – – –
GIA
156
GHP Investment Advisors
Colorado
$2.4M -$30.4K -265 -1%
F
157
Filament
Washington
$2.31M +$229 +2 +0%
BPB
158
Badgley, Phelps & Bell
Washington
$2.27M +$93.2K +813 +4%
CBU
159
CIBC Bank USA
Illinois
$2.27M – – –
CIG
160
Consolidated Investment Group
Colorado
$2.26M – – –
EFSCE
161
Enterprise Financial Services Corp (EFSC)
Missouri
$2.25M +$104K +906 +5%
CL
162
CPWM LLC
Washington
$2.24M -$54K -471 -2%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$2.15M +$688 +6 +0%
VFS
164
VSR Financial Services
Kansas
$2.14M -$1.31M -11,403 -38%
CIA
165
Choate Investment Advisors
Massachusetts
$2.14M – – –
CI
166
Conning Inc
Connecticut
$2.13M – – –
PL
167
Plancorp LLC
Missouri
$2.11M +$2.11M +18,377 New
SBH
168
Segall Bryant & Hamill
Illinois
$2.06M – – –
MG
169
McCutchen Group
Washington
$2.04M +$1.46M +12,744 +253%
CC
170
Callan Capital
California
$2M -$61.2K -534 -3%
PO
171
Private Ocean
California
$1.96M +$4.01K +35 +0.2%
HCM
172
Hollencrest Capital Management
California
$1.94M +$108K +943 +6%
ITIM
173
Indiana Trust & Investment Management
Indiana
$1.93M – – –
WP
174
WMS Partners
Maryland
$1.92M – – –
BA
175
BlackRock Advisors
Delaware
$1.92M +$739K +6,446 +63%
5 6
7
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