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iShares Russell 3000 ETF
IWV

Overview Fund Activity

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$544M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$99.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$72.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$59.1M
5
BIM
5
BlackRock Investment Management
Delaware
$19.1M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
TWM
2
Tanglewood Wealth Management
Texas
$958K
3
Bank of America
3
Bank of America
North Carolina
$206M
4
P
4
Pitcairn
Pennsylvania
$114M
5
Northern Trust
5
Northern Trust
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$3.03M 26,989 +100 +0.4%
CPIM
77
Columbia Partners Investment Management
Virginia
$3.01M 26,775 – –
FHB
78
First Hawaiian Bank
Hawaii
$3M 26,711 -910 -3%
MCM
79
Munder Capital Management
Michigan
$3M 26,690 -360 -1%
AIG
80
American International Group
New York
$2.65M 23,604 -558 -2%
F
81
Filament
Washington
$2.64M 23,487 -2,362 -9%
WCM
82
Wealthcare Capital Management
Virginia
$2.63M 23,444 +920 +4%
ZF
83
Zhang Financial
Michigan
$2.5M 22,220 +19 +0.1%
B
84
Baird
Wisconsin
$2.49M 22,170 +2,040 +10%
HighTower Advisors
85
HighTower Advisors
Illinois
$2.48M 22,090 +355 +2%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$2.46M 21,917 +1,516 +7%
GC
87
Gibson Capital
Pennsylvania
$2.44M 21,714 – –
WPW
88
Waldron Private Wealth
Pennsylvania
$2.44M 21,687 -2,611 -11%
CFA
89
Cahill Financial Advisors
Minnesota
$2.43M 21,629 +17 +0.1%
RIA
90
Regal Investment Advisors
Michigan
$2.39M 21,294 +10,981 +106%
CCFCSB
91
Cape Cod Five Cents Savings Bank
Massachusetts
$2.35M 20,951 +6,800 +48%
SSWM
92
Sheets Smith Wealth Management
North Carolina
$2.35M 20,929 -750 -3%
HCM
93
Hollencrest Capital Management
California
$2.32M 20,638 -100 -0.5%
State Street
94
State Street
Massachusetts
$2.29M 20,376 +375 +2%
BFC
95
Blue Fin Capital
Rhode Island
$2.25M 20,042 -197 -1%
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.14M 19,085 -30 -0.2%
BC
97
Brinker Capital
Pennsylvania
$2.09M 18,582 +18,582 New
FT
98
Fiduciary Trust
Massachusetts
$2.03M 18,073 +439 +2%
CWA
99
Convergent Wealth Advisors
Maryland
$1.95M 17,377 +9,149 +111%
SB
100
Suntrust Banks
Georgia
$1.95M 17,368 – –
2 3
4
5 6