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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
2
Bessemer Group
New Jersey
$48.9M
3
SCM
3
SCS Capital Management
Massachusetts
$626M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
MAA
5
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
26
Stairway Partners
Illinois
$27.3M -$12.9M -105,266 -32%
WRTC
27
Wind River Trust Company
Wyoming
$25.2M +$713K +6,000 +3%
MAA
28
Managed Account Advisors
New Jersey
$24.5M +$16.4M +134,278 +204%
PA
29
Planning Alternatives
Michigan
$21.9M -$725K -5,926 -3%
Wells Fargo
30
Wells Fargo
California
$21M +$1.71M +13,993 +9%
Deutsche Bank
31
Deutsche Bank
Germany
$19M +$3.17M +25,959 +20%
CB
32
Commerce Bank
Missouri
$18.9M +$425K +3,478 +2%
MG
33
McCutchen Group
Washington
$18.3M -$617K -5,048 -3%
GAG
34
GM Advisory Group
New York
$18.2M +$12.6M +102,872 +222%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$17.8M -$2.21M -18,108 -11%
BPBT
36
Boston Private Bank & Trust
Massachusetts
$13.9M -$1.05M -8,615 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$13.8M -$86.1K -704 -0.6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$13.7M +$13.7M +112,378 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.41M +11,513 +12%
CIG
40
Consolidated Investment Group
Colorado
$12.9M – – –
BP
41
Ballentine Partners
Massachusetts
$12M +$926K +7,575 +8%
William Blair & Company
42
William Blair & Company
Illinois
$11.9M +$1.25M +10,252 +12%
SAG
43
Sterne Agee Group
Alabama
$11.5M +$21.9K +179 +0.2%
HC
44
Highmount Capital
New York
$11.3M +$1.01M +8,255 +10%
UBS AM
45
UBS AM
Illinois
$11M – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$11M -$13M -106,320 -54%
M&T Bank
47
M&T Bank
New York
$10.6M -$31.7K -259 -0.3%
HS
48
Huntington Steele
Pennsylvania
$10.6M -$70.3K -575 -0.7%
CS
49
Credit Suisse
Switzerland
$10.4M -$11M -89,671 -51%
SIM
50
Strategic Investment Management
Virginia
$10.3M -$1.37M -11,210 -12%
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