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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
+$62.6M
2
USAA
United Services Automobile Association
Texas
+$62.1M
3
LPL Financial
LPL Financial
California
+$60.8M
4
Wells Fargo
Wells Fargo
California
+$52.1M
5
M&T Bank
M&T Bank
New York
+$43.9M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$35M
2
Bank of America
Bank of America
North Carolina
-$23.8M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$7.4M
4
MWM
Merriman Wealth Management
Washington
-$6.78M
5
MAA
Managed Account Advisors
New Jersey
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$1.02M +$69.8K +635 +7%
EAM
202
Evanson Asset Management
California
$1.01M – – –
FC
203
FCA Corp
Texas
$997K +$173K +1,574 +21%
CA
204
Cetera Advisors
Colorado
$988K -$12.9K -117 -1%
HTHT
205
Hemenway Trust Hemenway Trust
New Hampshire
$976K – – –
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$970K – – –
SI
207
SII Investments
Wisconsin
$960K -$11K -100 -1%
FPCP
208
Fort Point Capital Partners
California
$913K – – –
PFO
209
Pathstone Family Office
New Jersey
$912K +$625K +5,694 +218%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$902K +$232K +2,116 +35%
AIM
211
Avity Investment Management
Connecticut
$899K -$33K -300 -4%
GA
212
Geneva Advisors
Illinois
$898K +$989 +9 +0.1%
MRCM
213
M&R Capital Management
New Jersey
$892K +$110 +1 +0%
S
214
SignatureFD
Georgia
$836K – – –
RBC
215
Ronald Blue & Co
Georgia
$834K -$1.65K -15 -0.2%
FCI
216
Financial Counselors Inc
Kansas
$827K +$2.2K +20 +0.3%
Jane Street
217
Jane Street
New York
$780K +$780K +7,100 New
Nuveen Asset Management
218
Nuveen Asset Management
Illinois
$759K -$1.18M -10,765 -61%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$750K +$329 +3 +0%
PA
220
Planning Alternatives
Michigan
$715K – – –
PFG
221
Pacific Financial Group
Washington
$705K – – –
CT
222
Coastline Trust
Rhode Island
$701K -$17.6K -160 -2%
HH
223
Hilltop Holdings
Texas
$672K +$297K +2,702 +79%
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$663K -$90.2K -820 -12%
Geode Capital Management
225
Geode Capital Management
Massachusetts
$659K -$660K – –
7 8
9
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