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iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HTHT
201
Hemenway Trust Hemenway Trust
New Hampshire
$1.19M 10,230 +1,500 +17%
FC
202
FCA Corp
Texas
$1.18M 10,176 -1,255 -11%
ACM
203
Azimuth Capital Management
Michigan
$1.12M 9,650 -847 -8%
JG
204
Jefferies Group
New York
$1.11M 9,561 +12 +0.1%
SAC
205
Smith Affiliated Capital
New York
– – – –
RPGK
206
Retirement Planning Group (Kansas)
Kansas
$1.09M 9,413 -798 -8%
EAM
207
Evanson Asset Management
California
$1.06M 9,150 -3,253 -26%
CA
208
Cetera Advisors
Colorado
$1.05M 9,009 +10 +0.1%
SHJ
209
Sharkey, Howes & Javer
Colorado
$1.04M 8,956 +8,956 New
SIA
210
Starfire Investment Advisers
Michigan
$1.04M 8,955 +8,955 New
RBC
211
Roble Belko & Company
Pennsylvania
$1.03M 8,920 +8,920 New
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$1.02M 8,831 – –
SWP
213
Stratos Wealth Partners
Ohio
$1.01M 8,720 +2,147 +33%
DPI
214
Diversified Portfolios Inc
Michigan
$1M 8,664 -60 -0.7%
NPC
215
National Planning Corporation
California
$958K 8,193 -6,871 -46%
GA
216
Geneva Advisors
Illinois
$948K 8,187 +9 +0.1%
MRCM
217
M&R Capital Management
New Jersey
$941K 8,125 +1 +0%
AIM
218
Avity Investment Management
Connecticut
$899K 7,643 – –
PFO
219
Pathstone Family Office
New Jersey
$894K 7,720 -545 -7%
AIG
220
American International Group
New York
$884K 7,633 -4,636 -38%
MCM
221
MAI Capital Management
Ohio
$884K 7,629 +100 +1%
FCI
222
Financial Counselors Inc
Kansas
$860K 7,425 -100 -1%
HIS
223
Horizon Investment Services
Indiana
$836K 7,216 +2,082 +41%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$831K 7,177 – –
CNB
225
City National Bank
California
$831K 7,172 +1,125 +19%
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