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iShares Russell 1000 ETF
IWB

Overview Fund Activity

416 hedge funds and large institutions have $11.8B invested in iShares Russell 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 132 reducing their positions, and 27 closing their positions.

Holders
416
Holders Change
+33
Holders Change %
+8.62%
% of All Funds
10.92%
Holding in Top 10
64
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.29%
% of All Funds
1.68%
New
63
Increased
140
Reduced
132
Closed
27
Calls
$2.2M
Puts
$7.67M
Net Calls
-$5.47M
Net Calls Change
-$4.13M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.58B
2
LPL Financial
2
LPL Financial
California
$346M
3
QI
3
QS Investors
New York
$497M
4
AssetMark Inc
4
AssetMark Inc
California
$120M
5
Bank of America
5
Bank of America
North Carolina
$560M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$8.56M
2
BIT
2
BlackRock Institutional Trust
California
$580M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.05M
4
Creative Planning
4
Creative Planning
Kansas
$111M
5
USAA
5
United Services Automobile Association
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
201
WMS Partners
Maryland
$1.66M 14,630 -2,089 -12%
JWM
202
Jacobus Wealth Management
Wisconsin
$1.61M 14,175 – –
CCM
203
Covington Capital Management
California
$1.59M 14,049 -45 -0.3%
KeyBank National Association
204
KeyBank National Association
Ohio
$1.59M 13,992 -919 -6%
SYBT
205
Stock Yards Bank & Trust
Kentucky
$1.58M 13,985 – –
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M 13,925 – –
MFS
207
MSI Financial Services
Massachusetts
$1.55M 13,718 +5,013 +58%
DBT
208
Dubuque Bank & Trust
Iowa
$1.55M 13,676 +13,676 New
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$1.53M 13,537 -186 -1%
MCM
210
Manchester Capital Management
Vermont
$1.53M 13,469 – –
CFN
211
Cordasco Financial Network
Florida
$1.53M 13,465 +13,465 New
TFF
212
The Family Firm
Maryland
$1.48M 13,051 -477 -4%
CWM
213
Cranbrook Wealth Management
Michigan
$1.48M 13,039 +46 +0.4%
STMM
214
South Texas Money Management
Texas
$1.46M 12,920 -365 -3%
JWM
215
Jackson Wealth Management
Florida
$1.45M 13,514 -102 -0.7%
SHJ
216
Sharkey, Howes & Javer
Colorado
$1.39M 12,289 +3,566 +41%
EK
217
Evensky & Katz
Florida
$1.37M 12,066 -32 -0.3%
PFA
218
Pure Financial Advisors
California
$1.36M 11,968 -880 -7%
IA
219
IFP Advisors
Florida
$1.35M 11,952 +11,952 New
GIA
220
Guyasuta Investment Advisors
Pennsylvania
$1.35M 11,900 -203 -2%
WCF
221
West Coast Financial
California
$1.31M 11,548 – –
FPCP
222
Fort Point Capital Partners
California
$1.28M 11,317 +4,917 +77%
RWG
223
Regal Wealth Group
California
$1.27M 11,185 +11,185 New
CWM
224
Concert Wealth Management
California
$1.18M 10,378 -1,635 -14%
WA
225
WESPAC Advisors
California
$1.18M 10,386 -3,689 -26%
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