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iShares Russell 1000 ETF
IWB

Overview Fund Activity

332 hedge funds and large institutions have $5.37B invested in iShares Russell 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 17 closing their positions.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
29
Increased
117
Reduced
113
Closed
17
Calls
$7.7M
Puts
$6.12M
Net Calls
+$1.57M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$269M
2
CSIA
2
Charles Schwab Investment Advisory
California
$358M
3
RTS
3
Round Table Services
New Jersey
$17.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$173M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$14.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$3.56M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$53.4M
3
Citigroup
3
Citigroup
New York
$27.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$181M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$566M 5,141,553 +42,140 +0.8%
CSIA
2
Charles Schwab Investment Advisory
California
$358M 3,252,358 +191,615 +6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$322M 2,926,496 -196,422 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$288M 2,617,055 +55,902 +2%
Bank of America
5
Bank of America
North Carolina
$269M 2,446,431 +531,940 +28%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$181M 1,647,641 -215,207 -12%
Goldman Sachs
7
Goldman Sachs
New York
$173M 1,568,909 +142,156 +10%
Wells Fargo
8
Wells Fargo
California
$165M 1,499,198 -105,247 -7%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$158M 1,433,027 +38,761 +3%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$148M 1,343,615 -9,706 -0.7%
V
11
Veritable
Delaware
$119M 1,079,292 -4,097 -0.4%
HHGA
12
Halbert Hargrove Global Advisors
California
$104M 948,527 -16,693 -2%
LPL Financial
13
LPL Financial
California
$96.4M 875,852 +29,513 +3%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$87.6M 796,000 – –
JIC
15
Johnson Investment Counsel
Ohio
$86.2M 783,215 +35,124 +5%
Northern Trust
16
Northern Trust
Illinois
$81.3M 738,658 +2,583 +0.4%
GMA
17
Goldstein Munger & Associates
California
$76.9M 698,181 +8,599 +1%
MAA
18
Managed Account Advisors
New Jersey
$74.1M 673,198 -25,463 -4%
TCT
19
TIAA CREF Trust
Missouri
$73.6M 668,725 +43,103 +7%
BOS
20
Bingham Osborn & Scarborough
California
$68.9M 625,491 -8,801 -1%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$60.2M 546,807 +8,876 +2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$53.4M 484,934 -439,189 -48%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.5M 431,218 +1,404 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47M 427,234 -16,212 -4%
BFPW
25
BOK Financial Private Wealth
Colorado
$46.4M 421,614 -11,959 -3%
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