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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$732M
2
RMDI
2
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
5
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$2.33M
2
Bank of America
2
Bank of America
North Carolina
$183M
3
P
3
Pitcairn
Pennsylvania
$110M
4
MAA
4
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$7.03M 56,767 +48,622 +597%
NYLIM
52
New York Life Investment Management
New York
$7.01M 56,635 +600 +1%
HS
53
Huntington Steele
Pennsylvania
$6.96M 56,221 -30,160 -35%
WT
54
Whittier Trust
California
$6.96M 56,201 +19,542 +53%
CS
55
Credit Suisse
Switzerland
$6.9M 55,729 -29,164 -34%
VDI
56
Vaughan David Investments
Illinois
$6.78M 54,775 – –
CAN
57
Cetera Advisor Networks
California
$6.26M 50,550 -345 -0.7%
FWIA
58
Fort Washington Investment Advisors
Ohio
$5.84M 47,148 +4,058 +9%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$5.83M 47,071 -1,423 -3%
SI
60
Stephens Inc
Arkansas
$5.83M 47,057 +50 +0.1%
RBC
61
Roble Belko & Company
Pennsylvania
$5.69M 45,917 +45,917 New
LWA
62
Lowe Wealth Advisors
Maryland
$5.69M 45,912 +338 +0.7%
KAH
63
Kathryn A. Hall
$5.57M 42,003 – –
WA
64
WFG Advisors
Texas
$5.45M 43,961 +3,355 +8%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$5.31M 42,889 +3,376 +9%
AB
66
Amalgamated Bank
New York
$5.15M 41,615 -33,570 -45%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$5.13M 41,410 -1,391 -3%
MAA
68
Managed Account Advisors
New Jersey
$5.09M 41,124 -159,115 -79%
WPW
69
Waldron Private Wealth
Pennsylvania
$5.04M 40,710 +2,275 +6%
IIM
70
Ipswich Investment Management
Massachusetts
$4.22M 34,061 -343 -1%
RMC
71
Regis Management Company
California
$4.11M 33,193 +134 +0.4%
JWM
72
Jackson Wealth Management
Florida
$4.04M 32,579 +3,568 +12%
FT
73
Fiduciary Trust
Massachusetts
$3.77M 30,433 +7,629 +33%
GT
74
Glenmede Trust
Pennsylvania
$3.76M 30,339 -37,299 -55%
JIC
75
Johnson Investment Counsel
Ohio
$3.69M 29,784 +2,705 +10%
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