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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$110M
2
TWM
2
Tanglewood Wealth Management
Texas
$48M
3
SCM
3
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
4
M&T Bank
New York
$10.2M
5
US Bancorp
5
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$7.82M 66,961 -7,911 -11%
MAA
52
Managed Account Advisors
New Jersey
$7.7M 65,961 +5,776 +10%
NYLIM
53
New York Life Investment Management
New York
$6.63M 56,735 -200 -0.4%
VDI
54
Vaughan David Investments
Illinois
$6.4M 54,775 -5,237 -9%
CAN
55
Cetera Advisor Networks
California
$6.22M 53,290 -6,393 -11%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$5.64M 48,295 -1,192 -2%
Prudential Financial
57
Prudential Financial
New Jersey
$5.6M 47,950 -13,300 -22%
TA
58
Teachers Advisors
New York
$5.59M 47,830 -8,217 -15%
SI
59
Stephens Inc
Arkansas
$5.5M 47,123 +7,920 +20%
GAG
60
GM Advisory Group
New York
$5.41M 46,352 +44,578 +2,513%
KAH
61
Kathryn A. Hall
$4.91M 42,003 +42,003 New
CRC
62
Curi RMB Capital
Illinois
$4.68M 40,089 -38,610 -49%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$4.44M 38,042 -2,018 -5%
WA
64
WFG Advisors
Texas
$4.41M 37,736 +1,907 +5%
WT
65
Whittier Trust
California
$4.32M 36,950 – –
CCFCSB
66
Cape Cod Five Cents Savings Bank
Massachusetts
$4.3M 36,827 +8,981 +32%
IIM
67
Ipswich Investment Management
Massachusetts
$4.09M 35,055 -2,841 -7%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$3.86M 33,055 +758 +2%
RMC
69
Regis Management Company
California
$3.84M 32,904 +408 +1%
Bessemer Group
70
Bessemer Group
New Jersey
$3.68M 31,529 -1,958 -6%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3.67M 31,409 +1,409 +5%
HCC
72
Hirtle Callaghan & Co
Pennsylvania
$3.39M 29,000 – –
NFM
73
North Forty Management
Washington
$3.37M 28,849 – –
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.3M 28,286 -169,919 -86%
IAS
75
IMA Advisory Services
Colorado
$3.3M 28,289 -529 -2%
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