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iShares Russell 1000 ETF
IWB

Overview Fund Activity

280 hedge funds and large institutions have $5.42B invested in iShares Russell 1000 ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
9.08%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
1.46%
New
20
Increased
99
Reduced
100
Closed
27
Calls
$17.2M
Puts
$48.5M
Net Calls
-$31.3M
Net Calls Change
-$31.5M

Top Buyers

1
TC
1
Telemus Capital
Michigan
$21.9M
2
SG Americas Securities
2
SG Americas Securities
New York
$20.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$106M
5
Axa
5
Axa
France
$19.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$184M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$12.2M
3
FHA
3
First Horizon Advisors
Tennessee
$509K
4
DS
4
DRW Securities
Illinois
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
201
Aspen Investment Management
Michigan
$531K 5,639 – –
BCMO
202
Buckingham Capital Management (Ohio)
Ohio
$528K 5,578 -1,685 -23%
NEAM
203
New England Asset Management
Connecticut
$527K 5,600 – –
FCI
204
Financial Counselors Inc
Kansas
$521K 5,531 -106 -2%
BPBT
205
Boston Private Bank & Trust
Massachusetts
$518K 5,500 – –
FHA
206
First Horizon Advisors
Tennessee
$509K 5,407 -395,308 -99%
LIM
207
Leavell Investment Management
Alabama
$471K 5,000 – –
RP
208
Riverbridge Partners
Minnesota
$465K 4,940 +641 +15%
NPIT
209
National Penn Investors Trust
Pennsylvania
$457K 4,850 – –
VCM
210
Vision Capital Management
Oregon
$447K 4,743 – –
RC
211
RegentAtlantic Capital
New Jersey
$444K 4,716 -64 -1%
EK
212
Evensky & Katz
Florida
$442K 4,702 -311 -6%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$438K 4,648 +4,648 New
ST
214
Smithfield Trust
Pennsylvania
$436K 4,629 -35 -0.8%
CA
215
Cetera Advisors
Colorado
$435K 4,617 +43 +0.9%
AF
216
Allworth Financial
California
$418K 4,444 +4,444 New
LDB
217
Lee, Danner & Bass
Tennessee
$408K 4,335 – –
KCM
218
Kanawha Capital Management
Virginia
$405K 4,305 – –
CPO
219
Cerity Partners OCIO
New York
$401K 4,254 – –
FWCM
220
Ferguson Wellman Capital Management
Oregon
$386K 4,100 – –
BDF
221
Balasa Dinverno & Foltz
$381K 4,042 -156 -4%
TF
222
Trutina Financial
Washington
$381K 4,047 – –
NAM
223
NTV Asset Management
West Virginia
$376K 4,000 -4,000 -50%
DDPIC
224
Deroy & Devereaux Private Investment Counsel
Michigan
$375K 3,980 -200 -5%
BFS
225
Bradley Foster & Sargent
Connecticut
$369K 3,917 +1,166 +42%
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9
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