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iShares Russell 3000 ETF
IWV

Overview Fund Activity

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$440M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$69.3M
3
Bank of America
3
Bank of America
North Carolina
$227M
4
BTS
4
BB&T Securities
Virginia
$33.6M
5
WRTC
5
Wind River Trust Company
Wyoming
$26.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$809K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.3M
3
CAN
3
Cetera Advisor Networks
California
$8.79M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$0
5
RFS
5
Rockefeller Financial Services
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$8.68M -$2.55M -23,025 -23%
William Blair & Company
52
William Blair & Company
Illinois
$8.19M +$2.07M +18,753 +34%
BUB
53
BBVA USA Bancshares
Texas
$7.77M -$56.5K -511 -0.7%
AB
54
Amalgamated Bank
New York
$7.77M +$4.35M +39,290 +127%
BCI
55
Brinker Capital Investments
Pennsylvania
$7.09M – – –
VDI
56
Vaughan David Investments
Illinois
$6.64M -$1.12M -10,164 -14%
NYLIM
57
New York Life Investment Management
New York
$6.44M -$210K -1,900 -3%
CS
58
Credit Suisse
Switzerland
$6.28M +$6.28M +56,712 New
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$6.27M -$110K -997 -2%
RJA
60
Raymond James & Associates
Florida
$5.39M +$3.88M +35,046 +256%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$5.38M +$999K +9,030 +23%
Prudential Financial
62
Prudential Financial
New Jersey
$5.07M -$1.11M -10,000 -18%
NEAM
63
New England Asset Management
Connecticut
$4.72M -$1.04M -9,400 -18%
FHC
64
First Heartland Consultants
Missouri
$4.3M +$2.36M +21,363 +122%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$4.28M -$6.64K -60 -0.2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$4.27M -$1.3M -11,793 -23%
PPA
67
Parametric Portfolio Associates
Washington
$4.2M +$4.2M +37,944 New
IIM
68
Ipswich Investment Management
Massachusetts
$4.12M +$18.8K +170 +0.5%
WT
69
Whittier Trust
California
$4.1M +$2.77K +25 +0.1%
Charles Schwab
70
Charles Schwab
California
$3.94M +$1.39M +12,590 +55%
WA
71
WFG Advisors
Texas
$3.9M +$3.98K +36 +0.1%
TA
72
Teachers Advisors
New York
$3.88M +$523K +4,724 +16%
Bessemer Group
73
Bessemer Group
New Jersey
$3.71M – – –
DS
74
DRW Securities
Illinois
$3.59M +$3.59M +32,405 New
RMC
75
Regis Management Company
California
$3.58M +$16.8K +152 +0.5%
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3
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