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iShares Russell 1000 ETF
IWB

Overview Fund Activity

383 hedge funds and large institutions have $6.89B invested in iShares Russell 1000 ETF in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 141 increasing their positions, 116 reducing their positions, and 25 closing their positions.

Holders
383
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
10.7%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.57%
New
32
Increased
141
Reduced
116
Closed
25
Calls
$568K
Puts
$1.9M
Net Calls
-$1.34M
Net Calls Change
-$2.37M

Top Buyers

1
QI
1
QS Investors
New York
$342M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$663M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$119M
4
Bank of America
4
Bank of America
North Carolina
$421M
5
NMIFOAC
5
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$165M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16.6M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$5.71M
3
Goldman Sachs
3
Goldman Sachs
New York
$160M
4
PPA
4
Parametric Portfolio Associates
Washington
$6.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
176
Boston Advisors
Massachusetts
$1.82M 16,996 +1,042 +7%
WP
177
WMS Partners
Maryland
$1.79M 16,719 – –
RCAG
178
Rehmann Capital Advisory Group
Michigan
$1.76M 16,424 +772 +5%
AI
179
Accredited Investors
Minnesota
$1.75M 16,317 +2,224 +16%
Millennium Management
180
Millennium Management
New York
$1.73M 16,133 +13,686 +559%
FTIOP
181
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.68M 15,690 -8,010 -34%
PL
182
Plancorp LLC
Missouri
$1.62M 15,106 -120 -0.8%
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M 13,925 – –
KeyBank National Association
184
KeyBank National Association
Ohio
$1.6M 14,911 -50 -0.3%
CWA
185
Convergent Wealth Advisors
Maryland
$1.53M 14,299 – –
JWM
186
Jacobus Wealth Management
Wisconsin
$1.52M 14,175 +955 +7%
CCM
187
Covington Capital Management
California
$1.51M 14,094 – –
WA
188
WESPAC Advisors
California
$1.51M 14,075 – –
SPC
189
Sigma Planning Corp
Michigan
$1.5M 14,049 +9,147 +187%
SYBT
190
Stock Yards Bank & Trust
Kentucky
$1.5M 13,985 -500 -3%
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$1.47M 13,723 – –
JWM
192
Jackson Wealth Management
Florida
$1.46M 13,616 +932 +7%
TFF
193
The Family Firm
Maryland
$1.45M 13,528 +628 +5%
MCM
194
Manchester Capital Management
Vermont
$1.44M 13,469 – –
STMM
195
South Texas Money Management
Texas
$1.42M 13,285 +13,285 New
CWM
196
Cranbrook Wealth Management
Michigan
$1.39M 12,993 +26 +0.2%
PFA
197
Pure Financial Advisors
California
$1.38M 12,848 -206 -2%
WSTAM
198
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M 12,400 -4,610 -27%
GIA
199
Guyasuta Investment Advisors
Pennsylvania
$1.3M 12,103 – –
EK
200
Evensky & Katz
Florida
$1.3M 12,098 +21 +0.2%
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