IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NFM
76
North Forty Management
Washington
$3.4M 28,849 – –
IAS
77
IMA Advisory Services
Colorado
$3.39M 28,818 -762 -3%
TRCT
78
Tower Research Capital (TRC)
New York
$3.3M 28,017 +28,017 New
CCFCSB
79
Cape Cod Five Cents Savings Bank
Massachusetts
$3.28M 27,846 +6,895 +33%
JIC
80
Johnson Investment Counsel
Ohio
$3.17M 26,939 -50 -0.2%
CPIM
81
Columbia Partners Investment Management
Virginia
$3.15M 26,775 – –
FHB
82
First Hawaiian Bank
Hawaii
$3.1M 26,338 -373 -1%
FMT
83
First Mercantile Trust
Tennessee
$2.93M 24,859 -3,675 -13%
MCM
84
Munder Capital Management
Michigan
$2.89M 24,570 -2,120 -8%
ZF
85
Zhang Financial
Michigan
$2.84M 24,104 +1,884 +8%
AIG
86
American International Group
New York
$2.79M 23,686 +82 +0.3%
WCM
87
Wealthcare Capital Management
Virginia
$2.74M 23,305 -139 -0.6%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$2.62M 22,271 +354 +2%
B
89
Baird
Wisconsin
$2.61M 22,141 -29 -0.1%
HighTower Advisors
90
HighTower Advisors
Illinois
$2.6M 22,093 +3 +0%
WPW
91
Waldron Private Wealth
Pennsylvania
$2.6M 22,067 +380 +2%
GC
92
Gibson Capital
Pennsylvania
$2.56M 21,714 – –
CFA
93
Cahill Financial Advisors
Minnesota
$2.55M 21,672 +43 +0.2%
F
94
Filament
Washington
$2.46M 20,922 -2,565 -11%
FT
95
Fiduciary Trust
Massachusetts
$2.46M 20,847 +2,774 +15%
SB
96
Suntrust Banks
Georgia
$2.45M 20,772 +3,404 +20%
SSWM
97
Sheets Smith Wealth Management
North Carolina
$2.43M 20,592 -337 -2%
State Street
98
State Street
Massachusetts
$2.4M 20,363 -13 -0.1%
WTC
99
WhitTier Trust Company
Nevada
$2.29M 19,411 +3,266 +20%
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M 19,211 +126 +0.7%
2 3
4
5 6