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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 %
WCF
201
West Coast Financial
California
$1.32M – – –
FC
202
FCA Corp
Texas
$1.31M +$270K +2,357 +26%
FTI
203
Fiduciary Trust International
Massachusetts
$1.23M -$17.2K -150 -1%
SCM
204
SCS Capital Management
Massachusetts
$1.21M -$115K -1,006 -9%
ACM
205
Azimuth Capital Management
Michigan
$1.2M +$48.7K +425 +4%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$1.18M -$13.6M -118,795 -92%
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$1.17M -$46.9K -409 -4%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$1.14M -$21.8M -190,065 -95%
JG
209
Jefferies Group
New York
$1.1M +$1.03K +9 +0.1%
SAC
210
Smith Affiliated Capital
New York
$1.08M -$1.04M – –
CA
211
Cetera Advisors
Colorado
$1.03M +$1.14K +10 +0.1%
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$1.01M – – –
HTHT
213
Hemenway Trust Hemenway Trust
New Hampshire
$1M -$17.2K -150 -2%
DPI
214
Diversified Portfolios Inc
Michigan
$1M +$1M +8,724 New
PFO
215
Pathstone Family Office
New Jersey
$947K -$4.47K -39 -0.5%
GA
216
Geneva Advisors
Illinois
$937K +$802 +7 +0.1%
MRCM
217
M&R Capital Management
New Jersey
$931K +$115 +1 +0%
S
218
SignatureFD
Georgia
$925K +$52.5K +458 +6%
FPCP
219
Fort Point Capital Partners
California
$895K -$57.9K -505 -6%
AIM
220
Avity Investment Management
Connecticut
$876K -$61.9K -540 -7%
SI
221
SII Investments
Wisconsin
$871K -$107K -958 -11%
FCI
222
Financial Counselors Inc
Kansas
$863K – – –
MCM
223
MAI Capital Management
Ohio
$863K +$863K +7,529 New
Millennium Management
224
Millennium Management
New York
$853K +$853K +7,437 New
CIBC World Market
225
CIBC World Market
Ontario, Canada
$823K +$505K +4,400 +158%
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