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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 %
PIA
276
Peachtree Investment Advisors
Georgia
$8K -$12.7K -100 -61%
DBT
277
Dubuque Bank & Trust
Iowa
$8K +$8K +64 New
PSI
278
Pinnacle Summer Investments
Virginia
$6K – – –
MA
279
MCF Advisors
Kentucky
$6K – – –
SEI Investments
280
SEI Investments
Pennsylvania
$5K -$314K -2,636 -98%
TDC
281
Thompson Davis & Co
Virginia
$4K – – –
W
282
Wealthfront
California
$3K +$3K +23 New
IC
283
Intersect Capital
California
$2K – – –
WA
284
WBH Advisory
Maryland
$238 +$7 +54 +3%
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 +$5 +43 +358%
Deutsche Bank
286
Deutsche Bank
Germany
– -$19M -155,040 Closed
CCMG
287
Clark Capital Management Group
Pennsylvania
– -$13.7M -112,378 Closed
VF
288
Virtu Financial
New York
– -$8.42M -68,824 Closed
PR
289
Payden & Rygel
California
– -$8.09M -66,150 Closed
PPA
290
Parametric Portfolio Associates
Washington
– -$6.92M -56,556 Closed
First Trust Advisors
291
First Trust Advisors
Illinois
– -$2.88M -23,534 Closed
DSA
292
Davis Selected Advisers
Arizona
– -$2.39M -19,500 Closed
ICRM
293
Insight Capital Research & Management
California
– -$2.28M -18,641 Closed
ZIM
294
Zacks Investment Management
Illinois
– -$1.5M -12,298 Closed
Federated Hermes
295
Federated Hermes
Pennsylvania
– -$1.06M -8,672 Closed
BCM
296
Barometer Capital Management
Ontario, Canada
– -$673K -5,500 Closed
AIA
297
Arbor Investment Advisors
North Carolina
– -$528K -4,314 Closed
SAM
298
Steinberg Asset Management
New York
– -$516K -4,220 Closed
SCM
299
Sterling Capital Management
North Carolina
– -$476K -3,892 Closed
SFM
300
Signature Financial Management
Virginia
– -$465K -3,800 Closed
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