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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$732M
2
RMDI
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
BB&T Securities
Virginia
$2.33M
2
Bank of America
Bank of America
North Carolina
$183M
3
P
Pitcairn
Pennsylvania
$110M
4
MAA
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
226
Investors Capital Advisory Services
Massachusetts
$253K +$6.19K +50 +3%
I
227
IberiaBank
Louisiana
$248K -$54.4K -440 -18%
HFS
228
HL Financial Services
Kentucky
$248K – – –
CL
229
Choreo LLC
Illinois
$236K – – –
CPIG
230
Chicago Partners Investment Group
Illinois
$234K -$7.13M -58,366 -97%
MAS
231
Madden Advisory Services
Florida
$230K – – –
MCM
232
Manchester Capital Management
Vermont
$227K – – –
VAM
233
Verity Asset Management
North Carolina
$226K -$37.9K -307 -14%
GCA
234
Greenwood Capital Associates
South Carolina
$222K +$222K +1,799 New
FPCG
235
Fort Pitt Capital Group
Pennsylvania
$218K – – –
WFG
236
Windsor Financial Group
Minnesota
$217K – – –
BCM
237
BTC Capital Management
Iowa
$211K +$211K +1,700 New
Chevy Chase Trust
238
Chevy Chase Trust
Maryland
$206K – – –
SCM
239
Symons Capital Management
Pennsylvania
$202K +$202K +1,635 New
BOS
240
Bingham Osborn & Scarborough
California
$201K +$201K +1,626 New
EWM
241
Evercore Wealth Management
New York
$197K +$197K +1,595 New
SSB
242
Sandy Spring Bank
Maryland
$187K +$187K +1,513 New
Creative Planning
243
Creative Planning
Kansas
$177K +$64.4K +521 +57%
TNB
244
Thomasville National Bank
Georgia
$160K +$160K +1,290 New
MFS
245
MSI Financial Services
Massachusetts
$156K -$5.57K -45 -3%
BIM
246
BlackRock Investment Management
Delaware
$144K +$144K +1,165 New
ASN
247
Advisory Services Network
Georgia
$120K +$12.9K +103 +12%
WA
248
WestEnd Advisors
North Carolina
$112K -$23.2K -187 -17%
DADC
249
D.A. Davidson & Co
Montana
$108K – – –
PO
250
Private Ocean
California
$103K +$371 +3 +0.4%
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10
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