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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$110M
2
TWM
2
Tanglewood Wealth Management
Texas
$48M
3
SCM
3
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
4
M&T Bank
New York
$10.2M
5
US Bancorp
5
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$22.9M +$1.67M +14,309 +8%
PA
27
Planning Alternatives
Michigan
$21.6M -$301K -2,579 -1%
CS
28
Credit Suisse
Switzerland
$20.4M +$3.15M +26,989 +18%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$19.1M +$4.03M +34,475 +27%
Wells Fargo
30
Wells Fargo
California
$18.5M +$1.41M +12,109 +8%
MG
31
McCutchen Group
Washington
$18.1M -$120K -1,030 -0.7%
CB
32
Commerce Bank
Missouri
$17.7M -$27.4K -235 -0.2%
Deutsche Bank
33
Deutsche Bank
Germany
$15.1M +$43.1K +369 +0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$14.6M -$29.4M -252,070 -67%
BPBT
35
Boston Private Bank & Trust
Massachusetts
$14.3M -$222K -1,900 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$13.3M +$299K +2,561 +2%
CIG
37
Consolidated Investment Group
Colorado
$12.4M -$117 -1 -0%
Ameriprise
38
Ameriprise
Minnesota
$11.8M +$1.07M +9,117 +10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$11.3M -$5.54M -47,425 -33%
SIM
40
Strategic Investment Management
Virginia
$11.2M +$666K +5,700 +6%
SAG
41
Sterne Agee Group
Alabama
$11M -$103K -874 -0.9%
BUB
42
BBVA USA Bancshares
Texas
$10.7M -$1.39M -11,882 -11%
BP
43
Ballentine Partners
Massachusetts
$10.6M -$147K -1,258 -1%
UBS AM
44
UBS AM
Illinois
$10.5M – – –
M&T Bank
45
M&T Bank
New York
$10.2M +$10.2M +87,089 New
HS
46
Huntington Steele
Pennsylvania
$10.2M +$323K +2,762 +3%
William Blair & Company
47
William Blair & Company
Illinois
$10.1M -$2.81M -24,056 -22%
HC
48
Highmount Capital
New York
$9.8M -$725K -6,207 -7%
AB
49
Amalgamated Bank
New York
$9.47M -$170K -1,452 -2%
FTI
50
Fiduciary Trust International
Massachusetts
$8.14M -$5M -42,823 -38%
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