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iShares Russell 1000 ETF
IWB

Overview Fund Activity

382 hedge funds and large institutions have $6.79B invested in iShares Russell 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
10.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.49%
New
35
Increased
136
Reduced
124
Closed
27
Calls
$1.95M
Puts
$9.76M
Net Calls
-$7.81M
Net Calls Change
-$1.44M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$510M
2
USAA
2
United Services Automobile Association
Texas
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$353M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Bank of America
5
Bank of America
North Carolina
$359M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$367M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$218M
4
MAA
4
Managed Account Advisors
New Jersey
$61.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$595M 5,132,439 +142,212 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$510M 4,428,631 +1,380,023 +45%
CSIA
3
Charles Schwab Investment Advisory
California
$367M 3,164,441 -372,129 -11%
Bank of America
4
Bank of America
North Carolina
$359M 3,096,791 +355,942 +13%
Goldman Sachs
5
Goldman Sachs
New York
$353M 3,047,989 +781,961 +35%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$345M 2,973,950 -98,498 -3%
Wells Fargo
7
Wells Fargo
California
$218M 1,884,051 -176,312 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$183M 1,581,104 -9,824 -0.6%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$179M 1,548,901 +15,325 +1%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$178M 1,534,240 -145,964 -9%
LPL Financial
11
LPL Financial
California
$158M 1,371,378 -36,771 -3%
Morgan Stanley
12
Morgan Stanley
New York
$121M 1,048,622 +368,197 +54%
V
13
Veritable
Delaware
$118M 1,014,902 +936 +0.1%
USAA
14
United Services Automobile Association
Texas
$116M 1,002,323 +912,323 +1,014%
TCT
15
TIAA CREF Trust
Missouri
$105M 907,971 +67,966 +8%
JIC
16
Johnson Investment Counsel
Ohio
$102M 884,738 +33,665 +4%
Northern Trust
17
Northern Trust
Illinois
$98.9M 853,714 -26,653 -3%
HHGA
18
Halbert Hargrove Global Advisors
California
$95.6M 825,211 -41,702 -5%
NMIFOAC
19
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$92.2M 796,000 – –
Creative Planning
20
Creative Planning
Kansas
$91.6M 790,868 +185,305 +31%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$72.8M 628,653 +42,172 +7%
GMA
22
Goldstein Munger & Associates
California
$70.5M 608,626 -6,578 -1%
BOS
23
Bingham Osborn & Scarborough
California
$67M 578,569 -25,113 -4%
MAA
24
Managed Account Advisors
New Jersey
$61.9M 534,169 -156,139 -23%
UBS Group
25
UBS Group
Switzerland
$61.1M 527,333 +77,768 +17%
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