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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$110M
2
TWM
Tanglewood Wealth Management
Texas
$48M
3
SCM
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
M&T Bank
New York
$10.2M
5
US Bancorp
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Shamrock Asset Management
Texas
$18K – – –
RFA
227
Reilly Financial Advisors
California
$11K – – –
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
BRWM
229
B. Riley Wealth Management
Tennessee
$9K +$5.19K +45 +136%
OIA
230
Optimum Investment Advisors
Illinois
$8K +$4K +35 +100%
PSI
231
Pinnacle Summer Investments
Virginia
$6K – – –
MA
232
MCF Advisors
Kentucky
$6K – – –
TDC
233
Thompson Davis & Co
Virginia
$4K – – –
PTC
234
Private Trust Company
Ohio
$3K – – –
Manulife (Manufacturers Life Insurance)
235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 – – –
BIM
236
BlackRock Investment Management
Delaware
– -$19.4M -164,371 Closed
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
– -$17M -144,279 Closed
VF
238
Virtu Financial
New York
– -$11.6M -98,871 Closed
Charles Schwab
239
Charles Schwab
California
– -$3.6M -30,600 Closed
TRCT
240
Tower Research Capital (TRC)
New York
– -$3.3M -28,017 Closed
AL
241
Agran Libbie
California
– -$1.82M -25,338 Closed
SG Americas Securities
242
SG Americas Securities
New York
– -$1.76M -14,913 Closed
AI
243
Atria Investments
North Carolina
– -$1.67M -14,164 Closed
RTS
244
Round Table Services
New Jersey
– -$1.58M -13,384 Closed
CS
245
Comerica Securities
Michigan
– -$1.51M -12,782 Closed
Natixis Advisors
246
Natixis Advisors
Massachusetts
– -$568K -4,822 Closed
VKH
247
Virtu KCG Holdings
New York
– -$477K -4,055 Closed
QCMC
248
Quantum Capital Management (California)
California
– -$279K -2,354 Closed
Chevy Chase Trust
249
Chevy Chase Trust
Maryland
– -$267K -2,265 Closed
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
– -$262K -2,227 Closed
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