iShares Russell 3000 ETF
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.
460% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 10
93% more call options, than puts
Call options by funds: $7.85M | Put options by funds: $4.06M
19% more funds holding in top 10
Funds holding in top 10: 26 → 31 (+5)
18% more funds holding
Funds holding: 236 → 279 (+43)
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
11% more capital invested
Capital invested by funds: $2.76B → $3.07B (+$313M)
1.51% less ownership
Funds ownership: 48.76% → 47.26% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$44M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$24.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$16M |
| 5 |
Goldman Sachs
New York
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$82.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.1M |
| 3 |
JP Morgan Chase
New York
|
-$12.7M |
| 4 |
SP
Stairway Partners
Chicago,
Illinois
|
-$12.6M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$12.3M |
IWV Hedge Fund Activity: Q4 2014 in Review
279 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2014, worth a combined $3.07B — up 11% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IWV positions and 10 closed out — a net gain of 46 holders — while 86 added to existing stakes and 75 trimmed.
The largest buyer was Bessemer Group, adding an estimated $44M. The largest seller was Bank of New York Mellon, cutting an estimated $82.9M.
- 279 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2014, up from 236 in Q3 2014.
- Funds reported $3.07B of iShares Russell 3000 ETF stock for Q4 2014, up 11% quarter-over-quarter.
- 56 funds opened new iShares Russell 3000 ETF positions in Q4 2014 and 10 closed out, a net change of +46 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2014 was Bessemer Group, an estimated $44M added.
- The largest iShares Russell 3000 ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $82.9M sold.
Based on aggregated 13F filings for Q4 2014.