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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.96M

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$437M)

19% more funds holding

Funds holding: 204242 (+38)

15% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

2.29% more ownership

Funds ownership: 44.03%46.31% (+2.3%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.02%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
McCutchen Group
Washington
$20.4M +$4.32M +40,722 +28%
Wells Fargo
27
Wells Fargo
California
$20M +$3.09M +29,093 +19%
JP Morgan Chase
28
JP Morgan Chase
New York
$19.3M -$11.8M -110,759 -39%
CB
29
Commerce Bank
Missouri
$17.1M -$82.2K -775 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.7M +$2.48M +23,341 +18%
CNB
31
City National Bank
California
$15.5M +$14.9M +139,965 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$15.3M -$999K -9,415 -6%
BPBT
33
Boston Private Bank & Trust
Massachusetts
$14.4M +$611K +5,755 +5%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$13.7M +$2.54M +23,921 +24%
GT
35
Glenmede Trust
Pennsylvania
$13.3M +$10.4M +97,848 +443%
FTI
36
Fiduciary Trust International
Massachusetts
$13M +$4.69M +44,148 +60%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$12.1M +$1.46M +13,785 +14%
CIG
38
Consolidated Investment Group
Colorado
$11.7M
SAG
39
Sterne Agee Group
Alabama
$11.3M -$258K -2,427 -2%
CA
40
Cambridge Associates
Massachusetts
$11.1M +$10.6M +100,287 New
HC
41
Highmount Capital
New York
$10.9M +$177K +1,672 +2%
BP
42
Ballentine Partners
Massachusetts
$10.8M
Ameriprise
43
Ameriprise
Minnesota
$10.8M +$619K +5,832 +6%
MAA
44
Managed Account Advisors
New Jersey
$10.4M +$8.12M +76,517 +447%
SIM
45
Strategic Investment Management
Virginia
$10.3M -$377K -3,550 -4%
UBS AM
46
UBS AM
Illinois
$9.91M -$2.71M -25,500 -22%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$9.85M +$3.38M +31,824 +56%
WT
48
Wilmington Trust
Delaware
$9.26M
HS
49
Huntington Steele
Pennsylvania
$8.85M +$201K +1,895 +2%
CAN
50
Cetera Advisor Networks
California
$8.79M -$10.4M -97,677 -55%