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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
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

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$440M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$69.3M
3
Bank of America
3
Bank of America
North Carolina
$227M
4
BTS
4
BB&T Securities
Virginia
$33.6M
5
WRTC
5
Wind River Trust Company
Wyoming
$26.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$809K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.3M
3
CAN
3
Cetera Advisor Networks
California
$8.79M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$0
5
RFS
5
Rockefeller Financial Services
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
26
McCutchen Group
Washington
$20.4M 184,281 +40,722 +28%
Wells Fargo
27
Wells Fargo
California
$20M 180,840 +29,093 +19%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$19.3M 174,553 -110,759 -39%
CB
29
Commerce Bank
Missouri
$17.1M 154,500 -775 -0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.7M 151,202 +23,341 +18%
CNB
31
City National Bank
California
$15.5M 139,965 +139,965 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$15.3M 137,894 -9,415 -6%
BPBT
33
Boston Private Bank & Trust
Massachusetts
$14.4M 130,198 +5,755 +5%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$13.7M 123,565 +23,921 +24%
GT
35
Glenmede Trust
Pennsylvania
$13.3M 119,954 +97,848 +443%
FTI
36
Fiduciary Trust International
Massachusetts
$13M 117,186 +44,148 +60%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$12.1M 109,067 +13,785 +14%
CIG
38
Consolidated Investment Group
Colorado
$11.7M 105,874 – –
SAG
39
Sterne Agee Group
Alabama
$11.3M 101,922 -2,427 -2%
CA
40
Cambridge Associates
Massachusetts
$11.1M 100,287 +100,287 New
HC
41
Highmount Capital
New York
$10.9M 98,756 +1,672 +2%
BP
42
Ballentine Partners
Massachusetts
$10.8M 97,803 – –
Ameriprise
43
Ameriprise
Minnesota
$10.8M 97,226 +5,832 +6%
MAA
44
Managed Account Advisors
New Jersey
$10.4M 93,622 +76,517 +447%
SIM
45
Strategic Investment Management
Virginia
$10.3M 92,810 -3,550 -4%
UBS AM
46
UBS AM
Illinois
$9.91M 89,548 -25,500 -22%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$9.85M 88,980 +31,824 +56%
WT
48
Wilmington Trust
Delaware
$9.26M 83,694 – –
HS
49
Huntington Steele
Pennsylvania
$8.85M 79,960 +1,895 +2%
CAN
50
Cetera Advisor Networks
California
$8.79M 79,502 -97,677 -55%
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