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iShares Russell 1000 ETF
IWB

Overview Fund Activity

280 hedge funds and large institutions have $5.42B invested in iShares Russell 1000 ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
9.08%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
1.46%
New
20
Increased
99
Reduced
100
Closed
27
Calls
$17.2M
Puts
$48.5M
Net Calls
-$31.3M
Net Calls Change
-$31.5M

Top Buyers

1
TC
1
Telemus Capital
Michigan
$21.9M
2
SG Americas Securities
2
SG Americas Securities
New York
$20.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$106M
5
Axa
5
Axa
France
$19.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$184M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$12.2M
3
FHA
3
First Horizon Advisors
Tennessee
$509K
4
DS
4
DRW Securities
Illinois
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$890K 9,452 -793 -8%
Deutsche Bank
177
Deutsche Bank
Germany
$890K 9,460 +4,730 +100%
WTIM
178
Wilmington Trust Investment Management
Delaware
$885K 9,400 +500 +6%
FMWA
179
Forvis Mazars Wealth Advisors
Missouri
$869K 9,225 +9,225 New
VFS
180
VSR Financial Services
Kansas
$848K 9,006 +661 +8%
PA
181
Planning Alternatives
Michigan
$830K 8,815 -2,287 -21%
SI
182
SII Investments
Wisconsin
$820K 8,926 – –
PFA
183
Pure Financial Advisors
California
$800K 8,496 +1,801 +27%
AAM
184
Aureus Asset Management
Massachusetts
$788K 8,366 – –
MFS
185
MSI Financial Services
Massachusetts
$762K 8,087 +407 +5%
MRCM
186
M&R Capital Management
New Jersey
$759K 8,060 +8,060 New
BAM
187
Barrett Asset Management
New York
$730K 7,750 – –
SFG
188
SNS Financial Group
Minnesota
$723K 7,680 -84 -1%
JG
189
Jefferies Group
New York
$697K 7,398 +85 +1%
William Blair & Company
190
William Blair & Company
Illinois
$684K 7,264 +770 +12%
CT
191
Coastline Trust
Rhode Island
$661K 7,017 -925 -12%
PFG
192
Pacific Financial Group
Washington
$603K 6,413 – –
CAMI
193
Concord Asset Management (Illinois)
Illinois
$603K 6,400 – –
LWI
194
Long Wharf Investors
Massachusetts
$597K 6,342 -150 -2%
CS
195
Credit Suisse
Switzerland
$592K 6,282 -3 -0%
WF
196
Welch & Forbes
Massachusetts
$565K 6,000 – –
AAS
197
Annex Advisory Services
Wisconsin
$564K 5,988 -267 -4%
UCFA
198
United Capital Financial Advisors
Texas
$558K 5,926 -7,219 -55%
ICOA
199
Investment Centers of America
North Dakota
$537K 5,673 +2,966 +110%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$533K 5,661 +334 +6%
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