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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.96M

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$437M)

19% more funds holding

Funds holding: 204242 (+38)

15% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

2.29% more ownership

Funds ownership: 44.03%46.31% (+2.3%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.02%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
IMA Advisory Services
Colorado
$3.55M -$118K -1,111 -3%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3.29M -$36.8K -347 -1%
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$3.21M
NFM
79
North Forty Management
Washington
$3.19M
FMT
80
First Mercantile Trust
Tennessee
$3.1M -$828K -7,802 -22%
FHB
81
First Hawaiian Bank
Hawaii
$3.06M -$2.13M -20,039 -42%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$3.05M +$1.88M +17,749 +181%
MCM
83
Munder Capital Management
Michigan
$2.99M +$103K +975 +4%
JIC
84
Johnson Investment Counsel
Ohio
$2.98M +$7.96K +75 +0.3%
CPIM
85
Columbia Partners Investment Management
Virginia
$2.96M -$297K -2,797 -9%
SCM
86
Sterling Capital Management
North Carolina
$2.9M +$2.78M +26,204 New
F
87
Filament
Washington
$2.86M +$212 +2 +0%
WPW
88
Waldron Private Wealth
Pennsylvania
$2.69M +$2.58M +24,298 New
AIG
89
American International Group
New York
$2.67M +$5.41K +51 +0.2%
WCM
90
Wealthcare Capital Management
Virginia
$2.49M -$41.7K -393 -2%
ZF
91
Zhang Financial
Michigan
$2.46M +$2.33K +22 +0.1%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.4M +$213K +2,010 +10%
GC
93
Gibson Capital
Pennsylvania
$2.4M
SSWM
94
Sheets Smith Wealth Management
North Carolina
$2.4M -$62.9K -593 -3%
CFA
95
Cahill Financial Advisors
Minnesota
$2.39M +$2.29M +21,612 New
HCM
96
Hollencrest Capital Management
California
$2.29M +$2.2M +20,738 New
Jones Financial Companies
97
Jones Financial Companies
Missouri
$2.26M -$184K -1,734 -8%
BFC
98
Blue Fin Capital
Rhode Island
$2.24M +$2.15M +20,239 New
B
99
Baird
Wisconsin
$2.23M +$5.41K +51 +0.3%
State Street
100
State Street
Massachusetts
$2.21M +$1.03M +9,746 +95%