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iShares Russell 1000 ETF
IWB

Overview Fund Activity

433 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 171 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
11.56%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.87%
New
41
Increased
123
Reduced
171
Closed
19
Calls
$2.99M
Puts
$28.7M
Net Calls
-$25.7M
Net Calls Change
-$20.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$3.22B
2
HHGA
2
Halbert Hargrove Global Advisors
California
$87.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$450M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$167M
5
Ameriprise
5
Ameriprise
Minnesota
$33.4M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$1.08B
2
BIT
2
BlackRock Institutional Trust
California
$31.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$637M
4
USAA
4
United Services Automobile Association
Texas
$1M
5
AssetMark Inc
5
AssetMark Inc
California
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$3.41M -$15.6K -137 -0.5%
CL
152
CPWM LLC
Washington
$3.39M -$250K -2,190 -7%
CPSAC
153
Chas P. Smith & Associates (CPS)
Florida
$3.38M +$3.38M +29,594 New
MA
154
MUFG Americas
New York
$3.34M -$88.5K -776 -3%
Brown Advisory
155
Brown Advisory
Maryland
$3.34M -$128K -1,122 -4%
BAM
156
Barrett Asset Management
New York
$3.33M +$103K +900 +3%
PWAP
157
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.3M -$168K -1,474 -5%
TG
158
Threshold Group
Washington
$3.17M +$1.35M +11,804 +74%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$3.16M -$295K -2,590 -9%
Jane Street
160
Jane Street
New York
$3.16M +$3.16M +27,655 New
BF
161
BOK Financial
Oklahoma
$2.85M -$312K -2,734 -10%
MFT
162
Moisand Fitzgerald Tamayo
Florida
$2.84M -$68.3K -599 -2%
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$2.79M +$967K +8,481 +53%
MWP
164
MYCIO Wealth Partners
Pennsylvania
$2.79M -$242K -2,117 -8%
Stifel Financial
165
Stifel Financial
Missouri
$2.77M -$10.4M -90,970 -79%
BPB
166
Badgley, Phelps & Bell
Washington
$2.77M +$110K +960 +4%
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$2.68M -$776K -6,805 -22%
CCT
168
Capital City Trust
Florida
$2.68M -$20K -175 -0.7%
MCM
169
MV Capital Management
Maryland
$2.65M – – –
BFA
170
Beaumont Financial Advisors
Massachusetts
$2.62M +$2.62M +22,946 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.56M -$923K -8,088 -27%
PFM
172
Phillips Financial Management
Indiana
$2.55M -$44.5K -388 -2%
SWA
173
Sutton Wealth Advisors
Florida
$2.5M +$2.5M +21,873 New
KA
174
Klingman & Associates
New York
$2.43M – – –
WSTAM
175
Wilbanks Smith & Thomas Asset Management
Virginia
$2.39M -$1.05M -9,194 -31%
5 6
7
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