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iShares Russell 1000 ETF
IWB

Overview Fund Activity

433 hedge funds and large institutions have $11.6B invested in iShares Russell 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 171 reducing their positions, and 19 closing their positions.

Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
11.56%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.87%
New
41
Increased
123
Reduced
171
Closed
19
Calls
$2.99M
Puts
$28.7M
Net Calls
-$25.7M
Net Calls Change
-$20.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$3.22B
2
HHGA
2
Halbert Hargrove Global Advisors
California
$87.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$450M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$167M
5
Ameriprise
5
Ameriprise
Minnesota
$33.4M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$31.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$637M
3
USAA
3
United Services Automobile Association
Texas
$1M
4
AssetMark Inc
4
AssetMark Inc
California
$5K
5
Bank of America
5
Bank of America
North Carolina
$500M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$3.22B 28,214,775 +5,458,363 +24%
SAC
2
Smith Affiliated Capital
New York
– – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$637M 5,583,224 -1,380,850 -20%
Bank of America
4
Bank of America
North Carolina
$500M 4,383,401 -556,148 -11%
QI
5
QS Investors
New York
$490M 4,295,013 -91,706 -2%
CSIA
6
Charles Schwab Investment Advisory
California
$450M 3,945,785 +600,385 +18%
LPL Financial
7
LPL Financial
California
$323M 2,856,883 -239,339 -8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$319M 2,795,176 -78,416 -3%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$216M 1,897,382 +48,294 +3%
Wells Fargo
10
Wells Fargo
California
$206M 1,810,246 -176,926 -9%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$196M 1,720,437 +97,396 +6%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$176M 1,542,000 – –
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$167M 1,458,084 +292,366 +25%
Goldman Sachs
14
Goldman Sachs
New York
$140M 1,228,307 -499,009 -29%
TCT
15
TIAA CREF Trust
Missouri
$133M 1,168,111 +35,083 +3%
Northern Trust
16
Northern Trust
Illinois
$131M 1,152,619 -69,178 -6%
V
17
Veritable
Delaware
$124M 1,089,513 +111,540 +11%
JIC
18
Johnson Investment Counsel
Ohio
$124M 1,088,105 +43,726 +4%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$87.8M 769,616 -27,693 -3%
HHGA
20
Halbert Hargrove Global Advisors
California
$87.6M 767,552 +703,582 +1,100%
UBS Group
21
UBS Group
Switzerland
$86.2M 755,729 +49,877 +7%
Morgan Stanley
22
Morgan Stanley
New York
$82.7M 725,335 -6,288 -0.9%
GMA
23
Goldstein Munger & Associates
California
$74.9M 657,042 +37,800 +6%
RC
24
Rinet Company
Massachusetts
$74.4M 652,540 +23,513 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$72M 631,405 +28,807 +5%
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