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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$3.22B +$590M +5,458,363 +24%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$637M -$149M -1,380,850 -20%
Bank of America
3
Bank of America
North Carolina
$500M -$60.1M -556,148 -11%
QI
4
QS Investors
New York
$490M -$9.91M -91,706 -2%
CSIA
5
Charles Schwab Investment Advisory
California
$450M +$64.9M +600,385 +18%
LPL Financial
6
LPL Financial
California
$323M -$25.9M -239,339 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$319M -$8.47M -78,416 -3%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$216M +$5.22M +48,294 +3%
Wells Fargo
9
Wells Fargo
California
$206M -$19.1M -176,926 -9%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$196M +$10.5M +97,396 +6%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$176M – – –
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$167M +$31.6M +292,366 +25%
Goldman Sachs
13
Goldman Sachs
New York
$140M -$53.9M -499,009 -29%
TCT
14
TIAA CREF Trust
Missouri
$133M +$3.79M +35,083 +3%
Northern Trust
15
Northern Trust
Illinois
$131M -$7.48M -69,178 -6%
V
16
Veritable
Delaware
$124M +$12.1M +111,540 +11%
JIC
17
Johnson Investment Counsel
Ohio
$124M +$4.73M +43,726 +4%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$87.8M -$2.99M -27,693 -3%
HHGA
19
Halbert Hargrove Global Advisors
California
$87.6M +$76M +703,582 +1,100%
UBS Group
20
UBS Group
Switzerland
$86.2M +$5.39M +49,877 +7%
Morgan Stanley
21
Morgan Stanley
New York
$82.7M -$680K -6,288 -0.9%
GMA
22
Goldstein Munger & Associates
California
$74.9M +$4.09M +37,800 +6%
RC
23
Rinet Company
Massachusetts
$74.4M +$2.54M +23,513 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$72M +$3.11M +28,807 +5%
US Bancorp
25
US Bancorp
Minnesota
$66.1M +$5.9M +54,627 +10%
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