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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$17.9M +$12.4M +122,787 +226%
CB
27
Commerce Bank
Missouri
$15.7M +$32.4K +320 +0.2%
Wells Fargo
28
Wells Fargo
California
$15.3M -$1.7M -16,784 -10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$14.9M +$583K +5,762 +4%
MG
30
McCutchen Group
Washington
$14.5M +$81.8K +809 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$12.9M +$2.5M +24,674 +24%
BPBT
32
Boston Private Bank & Trust
Massachusetts
$12.6M +$1.74M +17,250 +16%
UBS AM
33
UBS AM
Illinois
$11.6M +$3.84M +38,000 +49%
CIG
34
Consolidated Investment Group
Colorado
$10.7M – – –
SAG
35
Sterne Agee Group
Alabama
$10.6M -$146K -1,447 -1%
CRC
36
Curi RMB Capital
Illinois
$10.3M +$248K +2,448 +2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$10.1M -$226K -2,233 -2%
BP
38
Ballentine Partners
Massachusetts
$9.89M -$3.54K -35 -0%
HC
39
Highmount Capital
New York
$9.82M -$268K -2,645 -3%
SIM
40
Strategic Investment Management
Virginia
$9.75M +$3.13M +30,940 +47%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$9.64M -$499K -4,937 -5%
Ameriprise
42
Ameriprise
Minnesota
$9.28M +$1.21M +11,954 +15%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$8.89M -$39.9M -394,400 -82%
WT
44
Wilmington Trust
Delaware
$8.47M – – –
HS
45
Huntington Steele
Pennsylvania
$7.9M +$190K +1,881 +2%
FTI
46
Fiduciary Trust International
Massachusetts
$7.39M -$21.7K -215 -0.3%
BUB
47
BBVA USA Bancshares
Texas
$7.16M +$155K +1,534 +2%
VDI
48
Vaughan David Investments
Illinois
$7.1M – – –
RFS
49
Rockefeller Financial Services
New York
$6.51M +$6.51M +64,400 New
BCI
50
Brinker Capital Investments
Pennsylvania
$6.48M +$80.9K +800 +1%
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