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iShares Russell 1000 ETF
IWB

Overview Fund Activity

280 hedge funds and large institutions have $5.42B invested in iShares Russell 1000 ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
280
Holders Change
-11
Holders Change %
-3.78%
% of All Funds
9.08%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
1.46%
New
20
Increased
99
Reduced
100
Closed
27
Calls
$17.2M
Puts
$48.5M
Net Calls
-$31.3M
Net Calls Change
-$31.5M

Top Buyers

1
TC
1
Telemus Capital
Michigan
$21.9M
2
SG Americas Securities
2
SG Americas Securities
New York
$20.9M
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$34.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$106M
5
Axa
5
Axa
France
$19.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$184M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$12.2M
3
FHA
3
First Horizon Advisors
Tennessee
$509K
4
DS
4
DRW Securities
Illinois
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
BIT
2
BlackRock Institutional Trust
California
$508M 5,396,629 -11,750 -0.2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$292M 3,105,700 +115,376 +4%
CSIA
4
Charles Schwab Investment Advisory
California
$284M 3,010,536 -363,316 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$227M 2,402,895 +35,341 +1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$184M 1,953,373 -1,890,746 -49%
Goldman Sachs
7
Goldman Sachs
New York
$173M 1,832,195 +13,911 +0.8%
Bank of America
8
Bank of America
North Carolina
$148M 1,576,866 +22,394 +1%
Wells Fargo
9
Wells Fargo
California
$143M 1,520,655 +72,321 +5%
LPL Financial
10
LPL Financial
California
$109M 1,143,783 +60,893 +6%
V
11
Veritable
Delaware
$106M 1,127,753 -38,490 -3%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$106M 1,127,158 +190,265 +20%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$99.7M 1,058,615 -4,391 -0.4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$95.1M 1,010,180 -9,660 -0.9%
HHGA
15
Halbert Hargrove Global Advisors
California
$91.5M 971,693 +40,326 +4%
GMA
16
Goldstein Munger & Associates
California
$75.5M 802,241 -14,152 -2%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$75M 796,000 – –
BG
18
BlackRock Group
United Kingdom
$71.6M 760,525 +6,900 +0.9%
MAA
19
Managed Account Advisors
New Jersey
$65.9M 699,755 +17,789 +3%
Northern Trust
20
Northern Trust
Illinois
$65.2M 692,494 +64,851 +10%
JIC
21
Johnson Investment Counsel
Ohio
$64.4M 683,859 +58,219 +9%
BOS
22
Bingham Osborn & Scarborough
California
$62.7M 665,608 +364 +0.1%
BTS
23
BB&T Securities
Virginia
$58.5M 62,157 -2,990 -5%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$53.1M 563,379 +7,743 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$50.5M 535,938 -241,063 -31%
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