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iShares Russell 1000 ETF
IWB

Overview Fund Activity

317 hedge funds and large institutions have $6.09B invested in iShares Russell 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 112 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+37
Holders Change %
+13.21%
% of All Funds
9.21%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.37%
New
51
Increased
90
Reduced
112
Closed
10
Calls
$2.19M
Puts
$3.22M
Net Calls
-$1.03M
Net Calls Change
+$30.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$246M
2
Bank of America
2
Bank of America
North Carolina
$205M
3
Citigroup
3
Citigroup
New York
$45.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$21.1M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$134M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$974M
2
Goldman Sachs
2
Goldman Sachs
New York
$112M
3
BIT
3
BlackRock Institutional Trust
California
$527M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.19M
5
CSIA
5
Charles Schwab Investment Advisory
California
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
WESPAC Advisors
California
$1.3M +$222K +2,155 +21%
UCFA
177
United Capital Financial Advisors
Texas
$1.25M +$639K +6,193 +105%
GIA
178
Guyasuta Investment Advisors
Pennsylvania
$1.23M – – –
SG Americas Securities
179
SG Americas Securities
New York
$1.19M -$21.7M -210,243 -95%
WCF
180
West Coast Financial
California
$1.19M -$83.1K -806 -7%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$1.16M -$215K -2,085 -16%
FPCP
182
Fort Point Capital Partners
California
$1.16M +$1.16M +11,219 New
Nomura Holdings
183
Nomura Holdings
Japan
$1.16M +$1.16M +11,200 New
Truist Financial
184
Truist Financial
North Carolina
$1.15M -$13.8K -134 -1%
SCA
185
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M +$1.14M +11,076 New
AIG
186
American International Group
New York
$1.13M -$3.92K -38 -0.3%
VFS
187
VSR Financial Services
Kansas
$1.12M +$187K +1,809 +20%
USAA
188
United Services Automobile Association
Texas
$1.1M – – –
BHB
189
Bank Hapoalim BM
Israel
$1.1M +$1.1M +10,668 New
MAS
190
Madden Advisory Services
Florida
$1.08M +$1.08M +10,495 New
Brown Advisory
191
Brown Advisory
Maryland
$1.05M – – –
FTI
192
Fiduciary Trust International
Massachusetts
$1.02M +$1.02M +9,905 New
PFA
193
Pure Financial Advisors
California
$993K +$116K +1,128 +13%
S
194
SignatureFD
Georgia
$976K – – –
GA
195
Geneva Advisors
Illinois
$956K -$206K -1,994 -18%
FMWA
196
Forvis Mazars Wealth Advisors
Missouri
$952K – – –
EAM
197
Evanson Asset Management
California
$944K +$944K +9,150 New
SI
198
SII Investments
Wisconsin
$907K – – –
AAM
199
Aureus Asset Management
Massachusetts
$851K -$12.2K -118 -1%
PA
200
Planning Alternatives
Michigan
$847K -$62.6K -607 -7%
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8
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