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iShares Russell 3000 ETF
IWV

193 hedge funds and large institutions have $1.82B invested in iShares Russell 3000 ETF in 2013 Q2 according to their latest regulatory filings, with 193 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.49% more ownership

Funds ownership: 0% → 42.49% (+42%)

38% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.94M

Holders
193
Holders Change
+193
Holders Change %
–
% of All Funds
6.3%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.82%
New
193
Increased
–
Reduced
–
Closed
–
Calls
$9.61M
Puts
$6.94M
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$20.2M +$20.1M +209,578 New
Wells Fargo
27
Wells Fargo
California
$16.2M +$16.1M +168,531 New
CB
28
Commerce Bank
Missouri
$14.9M +$14.8M +154,955 New
PA
29
Planning Alternatives
Michigan
$14.1M +$14M +146,056 New
MG
30
McCutchen Group
Washington
$13.8M +$13.7M +142,750 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$13.6M +$13.6M +141,547 New
BPBT
32
Boston Private Bank & Trust
Massachusetts
$10.3M +$10.3M +107,193 New
CIG
33
Consolidated Investment Group
Colorado
$10.2M +$10.1M +105,874 New
SAG
34
Sterne Agee Group
Alabama
$10.2M +$10.1M +105,796 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$9.95M +$9.88M +103,187 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$9.82M +$9.75M +101,877 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.66M +$9.6M +100,219 New
Bessemer Group
38
Bessemer Group
New Jersey
$9.63M +$9.56M +99,844 New
HC
39
Highmount Capital
New York
$9.61M +$9.55M +99,729 New
CRC
40
Curi RMB Capital
Illinois
$9.55M +$9.48M +99,020 New
BP
41
Ballentine Partners
Massachusetts
$9.43M +$9.37M +97,838 New
WT
42
Wilmington Trust
Delaware
$8.07M +$8.01M +83,694 New
UBS AM
43
UBS AM
Illinois
$7.43M +$7.38M +77,048 New
Ameriprise
44
Ameriprise
Minnesota
$7.36M +$7.61M +79,440 New
HS
45
Huntington Steele
Pennsylvania
$7.34M +$7.29M +76,184 New
FTI
46
Fiduciary Trust International
Massachusetts
$7.06M +$7.01M +73,253 New
VDI
47
Vaughan David Investments
Illinois
$6.76M +$6.72M +70,176 New
BUB
48
BBVA USA Bancshares
Texas
$6.67M +$6.63M +69,224 New
SIM
49
Strategic Investment Management
Virginia
$6.27M +$6.26M +65,420 New
NYLIM
50
New York Life Investment Management
New York
$6.11M +$6.06M +63,335 New
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IWV Hedge Fund Activity: Q2 2013 in Review

193 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2013, worth a combined $1.82B.

Buyers outnumbered sellers: 193 funds opened new IWV positions and 0 closed out — a net gain of 193 holders — while 0 added to existing stakes and 0 trimmed.

  • 193 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.82B of iShares Russell 3000 ETF stock for Q2 2013.
  • 193 funds opened new iShares Russell 3000 ETF positions in Q2 2013 and 0 closed out, a net change of +193 holders.

Based on aggregated 13F filings for Q2 2013.