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iShares Russell 3000 ETF
IWV

Overview Fund Activity

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$544M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$99.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$72.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$59.1M
5
BIM
5
BlackRock Investment Management
Delaware
$19.1M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
TWM
2
Tanglewood Wealth Management
Texas
$958K
3
Bank of America
3
Bank of America
North Carolina
$206M
4
P
4
Pitcairn
Pennsylvania
$114M
5
Northern Trust
5
Northern Trust
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
51
Curi RMB Capital
Illinois
$8.86M 78,859 +416 +0.5%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$8.42M 75,000 +75,000 New
CAN
53
Cetera Advisor Networks
California
$7.16M 63,754 -15,748 -20%
VDI
54
Vaughan David Investments
Illinois
$6.74M 60,012 – –
NYLIM
55
New York Life Investment Management
New York
$6.44M 57,335 -900 -2%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$6.27M 55,896 -763 -1%
CS
57
Credit Suisse
Switzerland
$5.84M 51,957 -4,755 -8%
MAA
58
Managed Account Advisors
New Jersey
$5.67M 50,502 -43,120 -46%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$4.99M 44,461 -4,178 -9%
Prudential Financial
60
Prudential Financial
New Jersey
$4.95M 44,050 -1,800 -4%
SI
61
Stephens Inc
Arkansas
$4.57M 40,651 +27,510 +209%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.55M 40,508 -48,472 -54%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$4.39M 39,063 +379 +1%
WT
64
Whittier Trust
California
$4.16M 37,075 – –
TA
65
Teachers Advisors
New York
$4M 35,614 +592 +2%
WA
66
WFG Advisors
Texas
$3.96M 35,232 – –
Bessemer Group
67
Bessemer Group
New Jersey
$3.76M 33,487 – –
RMC
68
Regis Management Company
California
$3.65M 32,496 +129 +0.4%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$3.63M 32,297 -6,255 -16%
AB
70
Amalgamated Bank
New York
$3.39M 30,188 -40,000 -57%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3.37M 29,974 +238 +0.8%
IAS
72
IMA Advisory Services
Colorado
$3.32M 29,580 -2,501 -8%
HCC
73
Hirtle Callaghan & Co
Pennsylvania
$3.26M 29,000 – –
NFM
74
North Forty Management
Washington
$3.24M 28,849 – –
FMT
75
First Mercantile Trust
Tennessee
$3.21M 28,534 +489 +2%
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3
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