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iShares Russell 1000 ETF
IWB

Overview Fund Activity

321 hedge funds and large institutions have $6.1B invested in iShares Russell 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
321
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
9.28%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.36%
New
30
Increased
106
Reduced
115
Closed
24
Calls
$2.23M
Puts
$2.19M
Net Calls
+$41K
Net Calls Change
+$1.07M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$149M
3
CL
3
Choreo LLC
Illinois
$32.4M
4
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$142M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$29.6M

Top Sellers

1
BG
1
BlackRock Group
United Kingdom
$0
2
BTS
2
BB&T Securities
Virginia
$2.16M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$195M
4
LPL Financial
4
LPL Financial
California
$88.7M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
BIT
2
BlackRock Institutional Trust
California
$534M 5,099,413 -9,394 -0.2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$327M 3,122,918 +11,781 +0.4%
CSIA
4
Charles Schwab Investment Advisory
California
$321M 3,060,743 +172,204 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$268M 2,561,153 +141,816 +6%
Bank of America
6
Bank of America
North Carolina
$201M 1,914,491 -67,691 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$195M 1,862,848 -521,829 -22%
Wells Fargo
8
Wells Fargo
California
$168M 1,604,445 +189 +0%
Goldman Sachs
9
Goldman Sachs
New York
$149M 1,426,753 +339,015 +31%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$146M 1,394,266 +91,635 +7%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$142M 1,353,321 +305,059 +29%
V
12
Veritable
Delaware
$114M 1,083,389 -7,030 -0.6%
HHGA
13
Halbert Hargrove Global Advisors
California
$101M 965,220 -7,973 -0.8%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$96.8M 924,123 -46,838 -5%
LPL Financial
15
LPL Financial
California
$88.7M 846,339 -393,411 -32%
NMIFOAC
16
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$83.4M 796,000 – –
JIC
17
Johnson Investment Counsel
Ohio
$78.4M 748,091 +33,873 +5%
Northern Trust
18
Northern Trust
Illinois
$77.1M 736,075 +22,358 +3%
MAA
19
Managed Account Advisors
New Jersey
$73.2M 698,661 -25,126 -3%
GMA
20
Goldstein Munger & Associates
California
$72.2M 689,582 -12,859 -2%
BOS
21
Bingham Osborn & Scarborough
California
$66.5M 634,292 -12,909 -2%
TCT
22
TIAA CREF Trust
Missouri
$65.5M 625,622 +213,729 +52%
Citigroup
23
Citigroup
New York
$57.2M 546,063 +105,082 +24%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$56.4M 537,931 +8,580 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$52.9M 504,730 +500,000 +10,571%
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