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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$110M
2
TWM
2
Tanglewood Wealth Management
Texas
$48M
3
SCM
3
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
4
M&T Bank
New York
$10.2M
5
US Bancorp
5
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIM
76
Columbia Partners Investment Management
Virginia
$3.13M 26,775 – –
JIC
77
Johnson Investment Counsel
Ohio
$3.12M 26,729 -210 -0.8%
BC
78
Brinker Capital
Pennsylvania
$3.07M 26,308 +7,726 +42%
FHB
79
First Hawaiian Bank
Hawaii
$3.07M 26,266 -72 -0.3%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$2.94M 25,158 -24,211 -49%
MCM
81
Munder Capital Management
Michigan
$2.85M 24,410 -160 -0.7%
ZF
82
Zhang Financial
Michigan
$2.82M 24,131 +27 +0.1%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$2.76M 23,661 +1,390 +6%
WCM
84
Wealthcare Capital Management
Virginia
$2.72M 23,305 – –
AIG
85
American International Group
New York
$2.72M 23,264 -422 -2%
FMT
86
First Mercantile Trust
Tennessee
$2.63M 22,519 -2,340 -9%
CFA
87
Cahill Financial Advisors
Minnesota
$2.55M 21,786 +114 +0.5%
GC
88
Gibson Capital
Pennsylvania
$2.54M 21,714 – –
PR
89
Payden & Rygel
California
$2.53M 21,650 +15,550 +255%
WPW
90
Waldron Private Wealth
Pennsylvania
$2.48M 21,204 -863 -4%
HighTower Advisors
91
HighTower Advisors
Illinois
$2.44M 20,850 -1,243 -6%
FT
92
Fiduciary Trust
Massachusetts
$2.43M 20,824 -23 -0.1%
SB
93
Suntrust Banks
Georgia
$2.43M 20,772 – –
SSWM
94
Sheets Smith Wealth Management
North Carolina
$2.4M 20,569 -23 -0.1%
B
95
Baird
Wisconsin
$2.39M 20,425 -1,716 -8%
State Street
96
State Street
Massachusetts
$2.25M 19,226 -1,137 -6%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M 19,211 – –
F
98
Filament
Washington
$2.24M 19,176 -1,746 -8%
BFC
99
Blue Fin Capital
Rhode Island
$2.22M 18,997 -175 -0.9%
WTC
100
WhitTier Trust Company
Nevada
$2.14M 18,294 -1,117 -6%
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4
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