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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$149M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$142M
4
BFA
BlackRock Fund Advisors
California
$35.8M
5
TCT
TIAA CREF Trust
Missouri
$65.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$989M
2
BG
BlackRock Group
United Kingdom
$0
3
BTS
BB&T Securities
Virginia
$2.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
5
LPL Financial
LPL Financial
California
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
176
American International Group
New York
$1.34M +$185K +1,762 +16%
WA
177
WESPAC Advisors
California
$1.33M +$11.7K +112 +0.9%
CAW
178
Cornerstone Advisors (Washington)
Washington
$1.3M -$98.2K -937 -7%
VFS
179
VSR Financial Services
Kansas
$1.28M +$149K +1,421 +13%
Truist Financial
180
Truist Financial
North Carolina
$1.25M +$89.2K +852 +8%
GIA
181
Guyasuta Investment Advisors
Pennsylvania
$1.25M – – –
UCFA
182
United Capital Financial Advisors
Texas
$1.21M -$58.7K -560 -5%
WCF
183
West Coast Financial
California
$1.21M – – –
MCWS
184
McKinley Carter Wealth Services
West Virginia
$1.2M -$283K -2,698 -19%
SCA
185
STALEY CAPITAL ADVISERS
Pennsylvania
$1.16M – – –
RPGK
186
Retirement Planning Group (Kansas)
Kansas
$1.13M -$48.2K -460 -4%
Brown Advisory
187
Brown Advisory
Maryland
$1.11M +$50.3K +480 +5%
BHB
188
Bank Hapoalim BM
Israel
$1.1M -$21K -200 -2%
PFA
189
Pure Financial Advisors
California
$1.09M +$88.2K +849 +9%
FTI
190
Fiduciary Trust International
Massachusetts
$1.04M – – –
JG
191
Jefferies Group
New York
$998K +$231K +2,208 +30%
FPCP
192
Fort Point Capital Partners
California
$976K -$199K -1,900 -17%
GA
193
Geneva Advisors
Illinois
$964K -$7.12K -68 -0.7%
EAM
194
Evanson Asset Management
California
$959K – – –
FMWA
195
Forvis Mazars Wealth Advisors
Missouri
$925K -$41.3K -394 -4%
SI
196
SII Investments
Wisconsin
$891K – – –
S
197
SignatureFD
Georgia
$867K -$124K -1,184 -13%
MRCM
198
M&R Capital Management
New Jersey
$852K +$8.38K +80 +1%
BTNA
199
Bremer Trust National Association
Minnesota
$850K +$121K +1,150 +17%
BAM
200
Barrett Asset Management
New York
$843K +$31.4K +300 +4%
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