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iShares Russell 1000 ETF
IWB

Overview Fund Activity

335 hedge funds and large institutions have $5.77B invested in iShares Russell 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 112 reducing their positions, and 19 closing their positions.

Holders
335
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
9.73%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.48%
New
26
Increased
114
Reduced
112
Closed
19
Calls
$6.09M
Puts
$5.79M
Net Calls
+$298K
Net Calls Change
-$1.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
USAA
2
United Services Automobile Association
Texas
$63.2M
3
LPL Financial
3
LPL Financial
California
$156M
4
Wells Fargo
4
Wells Fargo
California
$217M
5
M&T Bank
5
M&T Bank
New York
$51.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$245M
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$6.88M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MAA
4
Managed Account Advisors
New Jersey
$67.4M
5
CL
5
Choreo LLC
Illinois
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$561M 5,102,194 -39,359 -0.8%
CSIA
2
Charles Schwab Investment Advisory
California
$377M 3,428,621 +176,263 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$347M 3,162,380 +235,884 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$286M 2,606,500 -10,555 -0.4%
Bank of America
5
Bank of America
North Carolina
$245M 2,229,511 -216,920 -9%
Wells Fargo
6
Wells Fargo
California
$217M 1,973,152 +473,954 +32%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$184M 1,673,522 +25,881 +2%
Goldman Sachs
8
Goldman Sachs
New York
$179M 1,627,238 +58,329 +4%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$161M 1,465,918 +32,891 +2%
LPL Financial
10
LPL Financial
California
$156M 1,436,985 +561,133 +64%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$146M 1,329,019 -14,596 -1%
V
12
Veritable
Delaware
$116M 1,056,037 -23,255 -2%
Morgan Stanley
13
Morgan Stanley
New York
$106M 963,512 +569,626 +145%
HHGA
14
Halbert Hargrove Global Advisors
California
$103M 941,021 -7,506 -0.8%
JIC
15
Johnson Investment Counsel
Ohio
$88.4M 804,714 +21,499 +3%
NMIFOAC
16
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$87.5M 796,000 – –
Northern Trust
17
Northern Trust
Illinois
$83.2M 757,569 +18,911 +3%
TCT
18
TIAA CREF Trust
Missouri
$82.6M 752,162 +83,437 +12%
GMA
19
Goldstein Munger & Associates
California
$76.6M 697,244 -937 -0.1%
BOS
20
Bingham Osborn & Scarborough
California
$67.5M 614,512 -10,979 -2%
MAA
21
Managed Account Advisors
New Jersey
$67.4M 613,769 -59,429 -9%
USAA
22
United Services Automobile Association
Texas
$63.2M 575,600 +565,100 +5,382%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$61.3M 558,274 +11,467 +2%
Creative Planning
24
Creative Planning
Kansas
$57.4M 522,715 +119,348 +30%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$53.3M 485,040 +64,040 +15%
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