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iShares Russell 1000 ETF
IWB

Overview Fund Activity

416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.

Holders
416
Holders Change
+33
Holders Change %
+8.62%
% of All Funds
10.92%
Holding in Top 10
64
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.29%
% of All Funds
1.68%
New
63
Increased
140
Reduced
132
Closed
27
Calls
$2.2M
Puts
$7.67M
Net Calls
-$5.47M
Net Calls Change
-$4.13M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.58B
2
LPL Financial
2
LPL Financial
California
$346M
3
QI
3
QS Investors
New York
$497M
4
AssetMark Inc
4
AssetMark Inc
California
$120M
5
Bank of America
5
Bank of America
North Carolina
$560M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$8.56M
2
BIT
2
BlackRock Institutional Trust
California
$580M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.05M
4
Creative Planning
4
Creative Planning
Kansas
$111M
5
USAA
5
United Services Automobile Association
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$3.46M 30,506 +10,257 +51%
Brown Advisory
152
Brown Advisory
Maryland
$3.44M 30,393 +946 +3%
PWAP
153
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.44M 30,378 +2,575 +9%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$3.44M 30,329 +4,402 +17%
Kayne Anderson Rudnick Investment Management
155
Kayne Anderson Rudnick Investment Management
California
$3.44M 30,330 +6,636 +28%
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$3.41M 30,104 +17,704 +143%
MA
157
MUFG Americas
New York
$3.41M 30,065 -10 -0%
MHS
158
M Holdings Securities
Oregon
$3.4M 30,004 -1,219 -4%
BAM
159
Barrett Asset Management
New York
$3.2M 28,280 – –
BF
160
BOK Financial
Oklahoma
$3.14M 27,730 +4,706 +20%
MWP
161
MYCIO Wealth Partners
Pennsylvania
$3.01M 26,572 +3,629 +16%
TRCT
162
Tower Research Capital (TRC)
New York
$2.98M 26,323 -14,813 -36%
CTI
163
Community Trust & Investment
Kentucky
$2.96M 26,142 -1 -0%
HPWM
164
Highland Private Wealth Management
Washington
$2.93M 25,815 +25,815 New
MFT
165
Moisand Fitzgerald Tamayo
Florida
$2.88M 25,452 +25,452 New
CCT
166
Capital City Trust
Florida
$2.68M 23,650 -2,295 -9%
BPB
167
Badgley, Phelps & Bell
Washington
$2.65M 23,360 +2,257 +11%
MCM
168
MV Capital Management
Maryland
$2.63M 23,213 -365 -2%
KA
169
Klingman & Associates
New York
$2.42M 21,323 +15,800 +286%
CCT
170
Country Club Trust
Missouri
$2.37M 20,945 -935 -4%
PFM
171
Phillips Financial Management
Indiana
$2.37M 22,649 – –
HCA
172
Harbour Capital Advisors
Virginia
$2.35M 20,700 -150 -0.7%
BKBG
173
BHF Kleinwort Benson Group
Belgium
$2.34M 20,610 +20,610 New
Barclays
174
Barclays
United Kingdom
$2.27M 20,037 -476 -2%
F
175
Filament
Washington
$2.26M 19,918 – –
5 6
7
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