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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$336M
2
U
UBS
Switzerland
$66.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.2M
4
CNB
City National Bank
California
$29.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$44.4M
3
SCM
SCS Capital Management
Massachusetts
$551M
4
UCFA
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Bartlett & Co
Ohio
$35K – – –
HF
227
Hoxton Financial
West Virginia
$28K -$6.02K -52 -18%
DSC
228
Duncker Streett & Co
Missouri
$28K – – –
TWA
229
TCI Wealth Advisors
Arizona
$27K – – –
PAS
230
Partnervest Advisory Services
California
$20K -$5.54K -46 -22%
SAM
231
Shamrock Asset Management
Texas
$18K – – –
PMFA
232
Plante Moran Financial Advisors
Michigan
$13K +$13K +110 New
RFA
233
Reilly Financial Advisors
California
$11K – – –
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
PSI
235
Pinnacle Summer Investments
Virginia
$6K – – –
MA
236
MCF Advisors
Kentucky
$6K – – –
TDC
237
Thompson Davis & Co
Virginia
$4K – – –
OIA
238
Optimum Investment Advisors
Illinois
$4K +$4K +35 New
BRWM
239
B. Riley Wealth Management
Tennessee
$3K -$4.55K -50 -60%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$3K – – –
PTC
241
Private Trust Company
Ohio
$3K – – –
BRWA
242
B. Riley Wealth Advisors
Florida
$1.39K +$1.39K +12 New
Manulife (Manufacturers Life Insurance)
243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
FPCG
244
Fort Pitt Capital Group
Pennsylvania
$419 – – –
CA
245
Cambridge Associates
Massachusetts
– -$11.3M -100,287 Closed
State Board of Administration of Florida Retirement System
246
State Board of Administration of Florida Retirement System
Florida
– -$8.42M -75,000 Closed
PP
247
Patten & Patten
Tennessee
– -$803K -7,150 Closed
NIA
248
Northstar Investment Advisors
Colorado
– -$699K -6,220 Closed
CG
249
Corundum Group
Colorado
– -$299K -2,666 Closed
CTC
250
Central Trust Company
Missouri
– -$56K -500 Closed
7 8 9
10
11