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iShares Russell 1000 ETF
IWB

Overview Fund Activity

378 hedge funds and large institutions have $6.32B invested in iShares Russell 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+43
Holders Change %
+12.84%
% of All Funds
10.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
64
Increased
130
Reduced
107
Closed
16
Calls
$1.65M
Puts
$8.02M
Net Calls
-$6.37M
Net Calls Change
-$6.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$73.2M
2
Bank of America
Bank of America
North Carolina
+$58.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
4
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$40.3M
5
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
+$31.5M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$55.7M
2
Morgan Stanley
Morgan Stanley
New York
-$32.5M
3
PP
Pension Partners
New York
-$29.2M
4
Citigroup
Citigroup
New York
-$22.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$572M -$12.8M -111,967 -2%
CSIA
2
Charles Schwab Investment Advisory
California
$405M +$12.4M +107,949 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$352M -$10.3M -89,932 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$349M +$50.7M +442,108 +17%
Bank of America
5
Bank of America
North Carolina
$314M +$58.6M +511,338 +23%
Goldman Sachs
6
Goldman Sachs
New York
$260M +$73.2M +638,790 +39%
Wells Fargo
7
Wells Fargo
California
$236M +$10M +87,211 +4%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$193M +$40.3M +351,185 +26%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$182M -$9.47M -82,594 -5%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$176M +$7.76M +67,658 +5%
LPL Financial
11
LPL Financial
California
$161M -$3.31M -28,836 -2%
V
12
Veritable
Delaware
$116M -$4.82M -42,071 -4%
Northern Trust
13
Northern Trust
Illinois
$101M +$14.1M +122,798 +16%
HHGA
14
Halbert Hargrove Global Advisors
California
$99.4M -$8.49M -74,108 -8%
JIC
15
Johnson Investment Counsel
Ohio
$97.6M +$5.31M +46,359 +6%
TCT
16
TIAA CREF Trust
Missouri
$96.3M +$10.1M +87,843 +12%
NMIFOAC
17
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M – – –
MAA
18
Managed Account Advisors
New Jersey
$79.1M +$8.77M +76,539 +12%
Morgan Stanley
19
Morgan Stanley
New York
$78M -$32.5M -283,087 -29%
GMA
20
Goldstein Munger & Associates
California
$70.5M -$9.4M -82,040 -12%
Creative Planning
21
Creative Planning
Kansas
$69.4M +$9.5M +82,848 +16%
BOS
22
Bingham Osborn & Scarborough
California
$69.2M -$1.24M -10,830 -2%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$67.2M +$3.23M +28,207 +5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$56.8M +$1.23M +10,750 +2%
M&T Bank
25
M&T Bank
New York
$56.6M +$3.16M +27,579 +6%
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