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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$23.3M +$2.59M +22,030 +13%
PA
27
Planning Alternatives
Michigan
$22.1M -$988K -8,390 -4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$21.4M +$78.3K +665 +0.4%
BIM
29
BlackRock Investment Management
Delaware
$19.4M -$646K -5,486 -3%
MG
30
McCutchen Group
Washington
$18.4M -$1.12M -9,491 -6%
CB
31
Commerce Bank
Missouri
$17.8M -$130K -1,103 -0.7%
CS
32
Credit Suisse
Switzerland
$17.4M +$11.3M +95,618 +184%
Wells Fargo
33
Wells Fargo
California
$17.2M -$1.16M -9,881 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$17M +$707K +6,006 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$17M +$12.2M +103,771 +256%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$15.2M +$1.94M +16,504 +15%
Deutsche Bank
37
Deutsche Bank
Germany
$15.2M +$15.1M +128,593 +108,061%
BPBT
38
Boston Private Bank & Trust
Massachusetts
$14.6M -$540K -4,590 -4%
FTI
39
Fiduciary Trust International
Massachusetts
$13.2M -$276K -2,345 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$13.1M -$828K -7,032 -6%
William Blair & Company
41
William Blair & Company
Illinois
$13.1M -$240K -2,037 -2%
CIG
42
Consolidated Investment Group
Colorado
$12.5M – – –
BUB
43
BBVA USA Bancshares
Texas
$12.2M +$421K +3,573 +4%
VF
44
Virtu Financial
New York
$11.6M +$11.6M +98,871 New
SAG
45
Sterne Agee Group
Alabama
$11.2M +$248K +2,104 +2%
BP
46
Ballentine Partners
Massachusetts
$10.8M -$605K -5,140 -5%
Ameriprise
47
Ameriprise
Minnesota
$10.8M +$360K +3,058 +3%
HC
48
Highmount Capital
New York
$10.6M -$325K -2,761 -3%
SIM
49
Strategic Investment Management
Virginia
$10.6M -$963K -8,180 -8%
UBS AM
50
UBS AM
Illinois
$10.5M – – –
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