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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 %
HTHT
201
Hemenway Trust Hemenway Trust
New Hampshire
$833K – – –
BKBG
202
BHF Kleinwort Benson Group
Belgium
$831K +$831K +7,933 New
CA
203
Cetera Advisors
Colorado
$807K -$36K -344 -4%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$807K -$16.8K -160 -2%
AAM
205
Aureus Asset Management
Massachusetts
$806K -$58.6K -559 -7%
AA
206
ALPS Advisors
Colorado
$804K -$3.77K -36 -0.5%
MFS
207
MSI Financial Services
Massachusetts
$801K -$11.8K -113 -1%
PA
208
Planning Alternatives
Michigan
$780K -$79.9K -763 -9%
FCI
209
Financial Counselors Inc
Kansas
$767K +$233K +2,220 +44%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$715K +$628 +6 +0.1%
CT
211
Coastline Trust
Rhode Island
$707K – – –
PFG
212
Pacific Financial Group
Washington
$672K – – –
William Blair & Company
213
William Blair & Company
Illinois
$648K -$43.6K -416 -6%
GAM
214
Gemmer Asset Management
California
$639K +$639K +6,098 New
WF
215
Welch & Forbes
Massachusetts
$629K – – –
Geode Capital Management
216
Geode Capital Management
Massachusetts
$628K -$702K – –
NPIT
217
National Penn Investors Trust
Pennsylvania
$627K – – –
PFO
218
Pathstone Family Office
New Jersey
$587K -$2.09M -20,052 -78%
NEAM
219
New England Asset Management
Connecticut
$587K – – –
BPBT
220
Boston Private Bank & Trust
Massachusetts
$576K – – –
CNB
221
City National Bank
California
$576K +$47.6K +454 +9%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$565K +$135K +1,290 +31%
RP
223
Riverbridge Partners
Minnesota
$549K +$26.6K +254 +5%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$548K -$87K -830 -14%
ICAS
225
Investors Capital Advisory Services
Massachusetts
$540K -$52.3K -500 -9%
7 8
9
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