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iShares Russell 3000 ETF
IWV

193 hedge funds and large institutions have $1.82B invested in iShares Russell 3000 ETF in 2013 Q2 according to their latest regulatory filings, with 193 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.49% more ownership

Funds ownership: 0% → 42.49% (+42%)

38% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.94M

Holders
193
Holders Change
+193
Holders Change %
–
% of All Funds
6.3%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.82%
New
193
Increased
–
Reduced
–
Closed
–
Calls
$9.61M
Puts
$6.94M
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NFM
76
North Forty Management
Washington
$2.78M +$2.76M +28,849 New
BC
77
Brinker Capital
Pennsylvania
$2.69M +$2.67M +27,936 New
F
78
Filament
Washington
$2.49M +$2.47M +25,846 New
FHC
79
First Heartland Consultants
Missouri
$2.47M +$2.46M +25,657 New
Charles Schwab
80
Charles Schwab
California
$2.42M +$2.39M +25,000 New
WCM
81
Wealthcare Capital Management
Virginia
$2.35M +$2.34M +24,431 New
SSWM
82
Sheets Smith Wealth Management
North Carolina
$2.16M +$2.14M +22,392 New
ZF
83
Zhang Financial
Michigan
$2.13M +$2.12M +22,139 New
Jones Financial Companies
84
Jones Financial Companies
Missouri
$2.11M +$2.1M +21,883 New
FAAS
85
First Allied Advisory Services
California
$2.1M +$2.08M +21,768 New
GC
86
Gibson Capital
Pennsylvania
$2.09M +$2.08M +21,714 New
SIM
87
Sigma Investment Management
Oregon
$1.98M +$1.97M +20,553 New
VC
88
Vicus Capital
Pennsylvania
$1.94M +$1.93M +20,113 New
B
89
Baird
Wisconsin
$1.94M +$1.92M +20,091 New
HighTower Advisors
90
HighTower Advisors
Illinois
$1.74M +$1.73M +18,077 New
CBU
91
CIBC Bank USA
Illinois
$1.69M +$1.68M +17,584 New
MAA
92
Managed Account Advisors
New Jersey
$1.68M +$1.67M +17,452 New
SB
93
Suntrust Banks
Georgia
$1.67M +$1.66M +17,368 New
V
94
Veritable
Delaware
$1.47M +$1.46M +15,246 New
WTC
95
WhitTier Trust Company
Nevada
$1.45M +$1.44M +15,040 New
SCG
96
Strategic Capital Group
Washington
$1.4M +$1.39M +14,509 New
HHGA
97
Halbert Hargrove Global Advisors
California
$1.38M +$1.37M +14,300 New
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$1.36M +$1.35M +14,104 New
TI
99
Truepoint Inc
Ohio
$1.23M +$1.23M +12,860 New
Comerica Bank
100
Comerica Bank
Texas
$1.14M +$1.13M +11,775 New
2 3
4
5 6

IWV Hedge Fund Activity: Q2 2013 in Review

193 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2013, worth a combined $1.82B.

Buyers outnumbered sellers: 193 funds opened new IWV positions and 0 closed out — a net gain of 193 holders — while 0 added to existing stakes and 0 trimmed.

  • 193 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.82B of iShares Russell 3000 ETF stock for Q2 2013.
  • 193 funds opened new iShares Russell 3000 ETF positions in Q2 2013 and 0 closed out, a net change of +193 holders.

Based on aggregated 13F filings for Q2 2013.