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iShares Russell 3000 ETF
IWV

Overview Fund Activity

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$544M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$99.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$72.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$59.1M
5
BIM
5
BlackRock Investment Management
Delaware
$19.1M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
TWM
2
Tanglewood Wealth Management
Texas
$958K
3
Bank of America
3
Bank of America
North Carolina
$206M
4
P
4
Pitcairn
Pennsylvania
$114M
5
Northern Trust
5
Northern Trust
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$20.3M 180,880 +6,327 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$19.8M 176,175 +24,973 +17%
BIM
28
BlackRock Investment Management
Delaware
$19.1M 169,857 +169,857 New
MG
29
McCutchen Group
Washington
$18.6M 165,500 -18,781 -10%
Wells Fargo
30
Wells Fargo
California
$17.5M 155,764 -25,076 -14%
CB
31
Commerce Bank
Missouri
$17.1M 152,698 -1,802 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$15.5M 138,278 +384 +0.3%
CNB
33
City National Bank
California
$14.6M 129,599 -10,366 -7%
BPBT
34
Boston Private Bank & Trust
Massachusetts
$14.5M 128,998 -1,200 -0.9%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$13.3M 118,256 -5,309 -4%
FTI
36
Fiduciary Trust International
Massachusetts
$12.9M 114,838 -2,348 -2%
William Blair & Company
37
William Blair & Company
Illinois
$12.7M 112,955 +38,917 +53%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$12.6M 112,403 +3,336 +3%
CIG
39
Consolidated Investment Group
Colorado
$11.9M 105,874 – –
CA
40
Cambridge Associates
Massachusetts
$11.3M 100,287 – –
BUB
41
BBVA USA Bancshares
Texas
$11.2M 99,889 +29,642 +42%
SIM
42
Strategic Investment Management
Virginia
$11M 98,160 +5,350 +6%
GT
43
Glenmede Trust
Pennsylvania
$10.9M 97,463 -22,491 -19%
BP
44
Ballentine Partners
Massachusetts
$10.9M 97,258 -545 -0.6%
HC
45
Highmount Capital
New York
$10.4M 92,911 -5,845 -6%
SAG
46
Sterne Agee Group
Alabama
$10.4M 92,704 -9,218 -9%
UBS AM
47
UBS AM
Illinois
$10.1M 89,548 – –
Ameriprise
48
Ameriprise
Minnesota
$9.96M 88,693 -8,533 -9%
WT
49
Wilmington Trust
Delaware
$9.4M 83,694 – –
HS
50
Huntington Steele
Pennsylvania
$9.29M 82,681 +2,721 +3%
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