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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
USAA
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
LPL Financial
California
$156M
4
Wells Fargo
Wells Fargo
California
$217M
5
M&T Bank
M&T Bank
New York
$51.2M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$1.04M
2
Bank of America
Bank of America
North Carolina
$245M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.88M
4
MWM
Merriman Wealth Management
Washington
$0
5
MAA
Managed Account Advisors
New Jersey
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M – – –
JWM
177
Jacobus Wealth Management
Wisconsin
$1.44M -$276K -2,516 -16%
CWM
178
Cranbrook Wealth Management
Michigan
$1.44M -$100K -913 -7%
CCG
179
Cypress Capital Group
Florida
$1.42M -$22K -200 -2%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$1.41M +$1.41M +12,800 New
PWAP
181
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M – – –
WA
182
WESPAC Advisors
California
$1.37M – – –
AIG
183
American International Group
New York
$1.37M +$5.38K +49 +0.4%
CWM
184
Concert Wealth Management
California
$1.34M -$25.2K -229 -2%
GIA
185
Guyasuta Investment Advisors
Pennsylvania
$1.33M +$22.3K +203 +2%
EK
186
Evensky & Katz
Florida
$1.32M +$862K +7,846 +188%
UCFA
187
United Capital Financial Advisors
Texas
$1.31M -$36.4K -331 -3%
PFA
188
Pure Financial Advisors
California
$1.3M +$70.5K +642 +6%
CAW
189
Cornerstone Advisors (Washington)
Washington
$1.28M +$1.32K +12 +0.1%
BTNA
190
Bremer Trust National Association
Minnesota
$1.28M -$7.36K -67 -0.6%
SCM
191
SCS Capital Management
Massachusetts
$1.27M -$89.8K -817 -7%
WCF
192
West Coast Financial
California
$1.27M – – –
Truist Financial
193
Truist Financial
North Carolina
$1.21M -$130K -1,182 -10%
FTI
194
Fiduciary Trust International
Massachusetts
$1.19M – – –
RPGK
195
Retirement Planning Group (Kansas)
Kansas
$1.17M -$13.2K -120 -1%
BA
196
BlackRock Advisors
Delaware
$1.13M +$777K +7,073 +221%
ACM
197
Azimuth Capital Management
Michigan
$1.11M -$162K -1,473 -13%
JG
198
Jefferies Group
New York
$1.05M -$139K -1,261 -12%
SAC
199
Smith Affiliated Capital
New York
$1.04M -$35M – –
SCM
200
Steward Capital Management
Michigan
$1.04M -$1.67M -15,210 -62%
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