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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 %
AllianceBernstein
251
AllianceBernstein
Tennessee
$76K +$19.5K +160 +34%
CWM
252
Cranbrook Wealth Management
Michigan
$63K – – –
Invesco
253
Invesco
Georgia
$62K +$62K +505 New
AIM
254
Advantage Investment Management
Iowa
$61K +$61K +502 New
SIA
255
Stancorp Investment Advisers
Oregon
$52K +$52K +426 New
NFG
256
Next Financial Group
Texas
$47K -$459K -3,781 -91%
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
WA
258
Winfield Associates
Ohio
$44K – – –
DAM
259
Delta Asset Management
Tennessee
$37K -$7.72K -63 -17%
BC
260
Bartlett & Co
Ohio
$37K – – –
DSC
261
Duncker Streett & Co
Missouri
$29K – – –
AIP
262
Ameritas Investment Partners
Nebraska
$29K +$29K +245 New
TWA
263
TCI Wealth Advisors
Arizona
$28K – – –
NES
264
New England Securities
New York
$22K – – –
PIA
265
Peachtree Investment Advisors
Georgia
$20K – – –
SAM
266
Shamrock Asset Management
Texas
$18K – – –
HF
267
Hoxton Financial
West Virginia
$14K -$9.81K -82 -41%
Simplex Trading
268
Simplex Trading
Illinois
$13K +$13K +105 New
UFA
269
US Financial Advisors
Massachusetts
$11K +$11K +92 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
OIA
271
Optimum Investment Advisors
Illinois
$9K – – –
BRWM
272
B. Riley Wealth Management
Tennessee
$9K – – –
BBHC
273
Brown Brothers Harriman & Co
New York
$7K +$7K +60 New
PSI
274
Pinnacle Summer Investments
Virginia
$6K – – –
MA
275
MCF Advisors
Kentucky
$6K – – –
8 9 10
11
12