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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
51
New York Life Investment Management
New York
$6.08M -$324K -3,200 -5%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$5.83M +$5.83M +57,656 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.78M +$2.46M +24,326 +74%
Prudential Financial
54
Prudential Financial
New Jersey
$5.65M -$592K -5,850 -9%
William Blair & Company
55
William Blair & Company
Illinois
$5.59M +$2.03M +20,036 +57%
NEAM
56
New England Asset Management
Connecticut
$5.27M – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$5.09M -$614K -6,072 -11%
FHB
58
First Hawaiian Bank
Hawaii
$4.82M -$1.72K -17 -0%
PI
59
Placemark Investments
Illinois
$4.08M -$346K -3,418 -8%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$4.01M -$23.3K -230 -0.6%
TH
61
Timber Hill
Connecticut
$4M +$3.43M +33,870 +596%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$3.92M +$559K +5,523 +17%
WT
63
Whittier Trust
California
$3.75M – – –
IIM
64
Ipswich Investment Management
Massachusetts
$3.74M +$3.74M +37,020 New
FMT
65
First Mercantile Trust
Tennessee
$3.63M -$171K -1,687 -4%
WA
66
WFG Advisors
Texas
$3.56M +$8.19K +81 +0.2%
Bessemer Group
67
Bessemer Group
New Jersey
$3.39M -$6.71M -66,357 -66%
IAS
68
IMA Advisory Services
Colorado
$3.36M -$78.9K -780 -2%
RMC
69
Regis Management Company
California
$3.26M +$27.7K +274 +0.9%
AB
70
Amalgamated Bank
New York
$3.13M +$3.13M +30,898 New
TA
71
Teachers Advisors
New York
$3.06M -$2.85M -28,146 -48%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.04M +$79K +781 +3%
CPIM
73
Columbia Partners Investment Management
Virginia
$2.99M – – –
HCC
74
Hirtle Callaghan & Co
Pennsylvania
$2.93M +$2.93M +29,000 New
NFM
75
North Forty Management
Washington
$2.92M – – –
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3
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