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iShares Russell 1000 ETF
IWB

Overview Fund Activity

378 hedge funds and large institutions have $6.32B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+43
Holders Change %
+12.84%
% of All Funds
10.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
64
Increased
130
Reduced
107
Closed
16
Calls
$1.65M
Puts
$8.02M
Net Calls
-$6.37M
Net Calls Change
-$6.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$73.2M
2
Bank of America
Bank of America
North Carolina
+$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$40.3M
5
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
+$31.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$55.7M
2
Morgan Stanley
Morgan Stanley
New York
-$32.5M
3
PP
Pension Partners
New York
-$29.2M
4
Citigroup
Citigroup
New York
-$22.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
176
KeyBank National Association
Ohio
$1.74M -$151K -1,313 -8%
MIAN
177
Mariner Independent Advisor Network
Kansas
$1.73M +$50.2K +438 +3%
UCFA
178
United Capital Financial Advisors
Texas
$1.72M +$353K +3,083 +26%
HFS
179
HL Financial Services
Kentucky
$1.7M +$75.7K +660 +5%
NPC
180
National Planning Corporation
California
$1.7M +$91.9K +814 +6%
SYBT
181
Stock Yards Bank & Trust
Kentucky
$1.7M +$11.5K +100 +0.7%
BA
182
Boston Advisors
Massachusetts
$1.69M +$1.69M +14,746 New
CCM
183
Covington Capital Management
California
$1.64M -$86K -750 -5%
AI
184
Accredited Investors
Minnesota
$1.61M -$89.4K -780 -5%
BTNA
185
Bremer Trust National Association
Minnesota
$1.6M +$273K +2,380 +21%
Truist Financial
186
Truist Financial
North Carolina
$1.59M +$326K +2,847 +26%
MCM
187
Manchester Capital Management
Vermont
$1.54M – – –
TFF
188
The Family Firm
Maryland
$1.53M +$1.53M +13,313 New
LWCFA
189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.52M – – –
PWAP
190
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.51M +$48.5K +423 +3%
JWM
191
Jacobus Wealth Management
Wisconsin
$1.51M – – –
CWM
192
Cranbrook Wealth Management
Michigan
$1.5M – – –
MFS
193
MSI Financial Services
Massachusetts
$1.42M +$362K +3,161 +34%
EAM
194
Evanson Asset Management
California
$1.42M +$373K +3,253 +36%
AIG
195
American International Group
New York
$1.41M -$20.3K -177 -1%
CCG
196
Cypress Capital Group
Florida
$1.39M -$93.4K -815 -6%
GIA
197
Guyasuta Investment Advisors
Pennsylvania
$1.39M – – –
CWM
198
Concert Wealth Management
California
$1.38M -$21.6K -189 -2%
PFA
199
Pure Financial Advisors
California
$1.35M -$4.59K -40 -0.3%
CAW
200
Cornerstone Advisors (Washington)
Washington
$1.34M +$115 +1 +0%
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