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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
2
Bessemer Group
New Jersey
$48.9M
3
SCM
3
SCS Capital Management
Massachusetts
$626M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
MAA
5
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
226
Virtu KCG Holdings
New York
$248K +$248K +2,028 New
SMA
227
Simply Money Advisors
Ohio
$246K +$8.81K +72 +4%
HFS
228
HL Financial Services
Kentucky
$245K – – –
ICAS
229
Investors Capital Advisory Services
Massachusetts
$243K – – –
WA
230
WBH Advisory
Maryland
$235K +$367 +3 +0.2%
CL
231
Choreo LLC
Illinois
$233K – – –
MAS
232
Madden Advisory Services
Florida
$227K – – –
MCM
233
Manchester Capital Management
Vermont
$225K – – –
Parallax Volatility Advisers
234
Parallax Volatility Advisers
California
$218K +$218K +1,785 New
FPCG
235
Fort Pitt Capital Group
Pennsylvania
$215K +$215K +1,758 New
WFG
236
Windsor Financial Group
Minnesota
$214K – – –
Truist Financial
237
Truist Financial
North Carolina
$213K -$6.97K -57 -3%
TAM
238
Trillium Asset Management
Massachusetts
$211K -$229K -1,875 -52%
Chevy Chase Trust
239
Chevy Chase Trust
Maryland
$204K +$204K +1,666 New
SAM
240
Silvercrest Asset Management
New York
$202K -$52K -425 -20%
VIA
241
Vantage Investment Advisors
Pennsylvania
$187K +$245 +2 +0.1%
MFS
242
MSI Financial Services
Massachusetts
$160K -$12.3K -100 -7%
WA
243
WestEnd Advisors
North Carolina
$134K -$10.9K -89 -8%
Creative Planning
244
Creative Planning
Kansas
$111K +$5.98K +49 +6%
DADC
245
D.A. Davidson & Co
Montana
$107K – – –
AC
246
Alexandria Capital
Virginia
$104K -$11.5K -94 -10%
ASN
247
Advisory Services Network
Georgia
$103K +$103K +857 New
PO
248
Private Ocean
California
$101K +$244 +2 +0.2%
TIM
249
Tortoise Investment Management
New York
$98K – – –
WEC
250
Winslow Evans & Crocker
Massachusetts
$86.8K – – –
8 9
10
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