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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
51
Huntington Steele
Pennsylvania
$9.91M +$178K +1,513 +2%
WT
52
Wilmington Trust
Delaware
$9.85M – – –
AB
53
Amalgamated Bank
New York
$9.71M +$6.16M +52,319 +173%
CRC
54
Curi RMB Capital
Illinois
$9.27M -$18.8K -160 -0.2%
GT
55
Glenmede Trust
Pennsylvania
$8.82M -$2.66M -22,591 -23%
Prudential Financial
56
Prudential Financial
New Jersey
$7.21M +$2.03M +17,200 +39%
MAA
57
Managed Account Advisors
New Jersey
$7.09M +$1.14M +9,683 +19%
VDI
58
Vaughan David Investments
Illinois
$7.07M – – –
CAN
59
Cetera Advisor Networks
California
$7.03M -$480K -4,071 -6%
NYLIM
60
New York Life Investment Management
New York
$6.7M -$47.1K -400 -0.7%
TA
61
Teachers Advisors
New York
$6.6M +$2.41M +20,433 +57%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$5.83M -$755K -6,409 -11%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$5.81M +$1.21M +10,306 +26%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.72M -$518K -4,401 -10%
SI
65
Stephens Inc
Arkansas
$4.62M -$170K -1,448 -4%
IIM
66
Ipswich Investment Management
Massachusetts
$4.46M +$4.46M +37,896 New
WT
67
Whittier Trust
California
$4.35M -$14.7K -125 -0.3%
WA
68
WFG Advisors
Texas
$4.22M +$70.3K +597 +2%
Bessemer Group
69
Bessemer Group
New Jersey
$3.94M – – –
RMC
70
Regis Management Company
California
$3.83M – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$3.8M – – –
Charles Schwab
72
Charles Schwab
California
$3.6M +$2.38M +20,200 +194%
KFS
73
KMS Financial Services
Washington
$3.55M +$1.97M +16,743 +125%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.53M +$3.06K +26 +0.1%
HCC
75
Hirtle Callaghan & Co
Pennsylvania
$3.41M – – –
1 2
3
4 5