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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
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

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$440M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$69.3M
3
Bank of America
3
Bank of America
North Carolina
$227M
4
BTS
4
BB&T Securities
Virginia
$33.6M
5
WRTC
5
Wind River Trust Company
Wyoming
$26.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$809K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.3M
3
CAN
3
Cetera Advisor Networks
California
$8.79M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$0
5
RFS
5
Rockefeller Financial Services
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
76
IMA Advisory Services
Colorado
$3.55M 32,081 -1,111 -3%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3.29M 29,736 -347 -1%
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$3.21M 29,000 – –
NFM
79
North Forty Management
Washington
$3.19M 28,849 – –
FMT
80
First Mercantile Trust
Tennessee
$3.1M 28,045 -7,802 -22%
FHB
81
First Hawaiian Bank
Hawaii
$3.06M 27,621 -20,039 -42%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$3.05M 27,540 +17,749 +181%
MCM
83
Munder Capital Management
Michigan
$2.99M 27,050 +975 +4%
JIC
84
Johnson Investment Counsel
Ohio
$2.98M 26,889 +75 +0.3%
CPIM
85
Columbia Partners Investment Management
Virginia
$2.96M 26,775 -2,797 -9%
SCM
86
Sterling Capital Management
North Carolina
$2.9M 26,204 +26,204 New
F
87
Filament
Washington
$2.86M 25,849 +2 +0%
WPW
88
Waldron Private Wealth
Pennsylvania
$2.69M 24,298 +24,298 New
AIG
89
American International Group
New York
$2.67M 24,162 +51 +0.2%
WCM
90
Wealthcare Capital Management
Virginia
$2.49M 22,524 -393 -2%
ZF
91
Zhang Financial
Michigan
$2.46M 22,201 +22 +0.1%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.41M 21,735 +2,010 +10%
GC
93
Gibson Capital
Pennsylvania
$2.4M 21,714 – –
SSWM
94
Sheets Smith Wealth Management
North Carolina
$2.4M 21,679 -593 -3%
CFA
95
Cahill Financial Advisors
Minnesota
$2.39M 21,612 +21,612 New
HCM
96
Hollencrest Capital Management
California
$2.3M 20,738 +20,738 New
Jones Financial Companies
97
Jones Financial Companies
Missouri
$2.26M 20,401 -1,734 -8%
BFC
98
Blue Fin Capital
Rhode Island
$2.24M 20,239 +20,239 New
B
99
Baird
Wisconsin
$2.23M 20,130 +51 +0.3%
State Street
100
State Street
Massachusetts
$2.21M 20,001 +9,746 +95%
2 3
4
5 6