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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.96M

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$437M)

19% more funds holding

Funds holding: 204242 (+38)

15% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

2.29% more ownership

Funds ownership: 44.03%46.31% (+2.3%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.02%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$33K
DSC
227
Duncker Streett & Co
Missouri
$27K
Brown Advisory
228
Brown Advisory
Maryland
$25K +$23.7K +223 New
TWA
229
TCI Wealth Advisors
Arizona
$25K +$24.4K +230 New
PAS
230
Partnervest Advisory Services
California
$23K +$106 +1 +0.5%
CCM
231
Chilton Capital Management
Texas
$11.6K -$10.6K -100 -49%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$9K +$8.28K +78 New
SMA
233
Simply Money Advisors
Ohio
$9K +$8.28K +78 New
PSI
234
Pinnacle Summer Investments
Virginia
$6K -$106 -1 -2%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$6K
MA
236
MCF Advisors
Kentucky
$6K
TDC
237
Thompson Davis & Co
Virginia
$4K +$3.71K +35 New
KCPG
238
Kavar Capital Partners Group
Kansas
$4K +$3.93K +37 New
PTC
239
Private Trust Company
Ohio
$3K
SSB
240
Sandy Spring Bank
Maryland
$1K +$637 +6 New
FPCG
241
Fort Pitt Capital Group
Pennsylvania
$394 +$106 +1 +33%
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 +$1.27K +12 New
State Board of Administration of Florida Retirement System
243
State Board of Administration of Florida Retirement System
Florida
-$8.89M -87,900 Closed
BC
244
Brinker Capital
Pennsylvania
-$2.65M -26,202 Closed
FM
245
Forward Management
California
-$296K -2,930 Closed
KIA
246
King Investment Advisors
Texas
-$207K -2,043 Closed
BCAM
247
Boston Common Asset Management
Massachusetts
-$33K -330 Closed