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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$2.71M -$309K -3,055 -10%
BC
77
Brinker Capital
Pennsylvania
$2.65M -$175K -1,734 -6%
MCM
78
Munder Capital Management
Michigan
$2.64M -$363K -3,590 -12%
F
79
Filament
Washington
$2.61M +$101 +1 +0%
AIG
80
American International Group
New York
$2.44M +$1.92M +19,018 +373%
Charles Schwab
81
Charles Schwab
California
$2.35M -$203K -1,990 -8%
WCM
82
Wealthcare Capital Management
Virginia
$2.32M -$153K -1,514 -6%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.25M -$12.1K -120 -0.5%
ZF
84
Zhang Financial
Michigan
$2.24M +$4.05K +40 +0.2%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$2.24M +$25.5K +252 +1%
GT
86
Glenmede Trust
Pennsylvania
$2.24M -$2.01M -19,908 -47%
GC
87
Gibson Capital
Pennsylvania
$2.2M – – –
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.12M +$2.12M +20,965 New
B
89
Baird
Wisconsin
$2.03M -$1.21K -12 -0.1%
HighTower Advisors
90
HighTower Advisors
Illinois
$2M +$167K +1,648 +9%
Citigroup
91
Citigroup
New York
$1.94M -$19.3M -190,370 -91%
FHC
92
First Heartland Consultants
Missouri
$1.79M -$828K -8,120 -32%
SB
93
Suntrust Banks
Georgia
$1.76M – – –
MAA
94
Managed Account Advisors
New Jersey
$1.73M -$35.1K -347 -2%
VC
95
Vicus Capital
Pennsylvania
$1.71M -$326K -3,222 -16%
SIM
96
Sigma Investment Management
Oregon
$1.56M -$517K -5,113 -25%
SCG
97
Strategic Capital Group
Washington
$1.56M +$89.6K +886 +6%
WTC
98
WhitTier Trust Company
Nevada
$1.54M +$20.2K +200 +1%
Comerica Bank
99
Comerica Bank
Texas
$1.52M +$325K +3,215 +27%
V
100
Veritable
Delaware
$1.51M -$30.2K -299 -2%
2 3
4
5 6