IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
2
Bessemer Group
New Jersey
$48.9M
3
SCM
3
SCS Capital Management
Massachusetts
$626M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
MAA
5
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RMC
76
Regis Management Company
California
$4.04M 33,059 +155 +0.5%
TA
77
Teachers Advisors
New York
$4.03M 32,921 -14,909 -31%
JWM
78
Jackson Wealth Management
Florida
$3.55M 29,011 +29,011 New
HCC
79
Hirtle Callaghan & Co
Pennsylvania
$3.55M 29,000 – –
NFM
80
North Forty Management
Washington
$3.53M 28,849 – –
IAS
81
IMA Advisory Services
Colorado
$3.46M 28,287 -2 -0%
JIC
82
Johnson Investment Counsel
Ohio
$3.31M 27,079 +350 +1%
BC
83
Brinker Capital
Pennsylvania
$3.29M 26,897 +589 +2%
EPP
84
ETF Portfolio Partners
Kansas
$3.28M 26,813 +26,813 New
FHB
85
First Hawaiian Bank
Hawaii
$3.21M 26,266 – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$3.2M 26,180 -6,875 -21%
DPI
87
Diversified Portfolios Inc
Michigan
$3.18M 26,020 +26,020 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$3.17M 25,919 +25,919 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$3.16M 25,839 -12,203 -32%
CPO
90
Cerity Partners OCIO
New York
$3.15M 25,749 +23,657 +1,131%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$3.06M 25,015 -143 -0.6%
Victory Capital Management
92
Victory Capital Management
Texas
$2.96M 24,160 +24,160 New
ZF
93
Zhang Financial
Michigan
$2.91M 23,790 -341 -1%
RJA
94
Raymond James & Associates
Florida
$2.91M 23,796 +10,047 +73%
PWAG
95
Polaris Wealth Advisory Group
California
$2.89M 23,645 +8,367 +55%
First Trust Advisors
96
First Trust Advisors
Illinois
$2.88M 23,534 +23,534 New
AIG
97
American International Group
New York
$2.86M 23,401 +137 +0.6%
WCM
98
Wealthcare Capital Management
Virginia
$2.84M 23,259 -46 -0.2%
FMT
99
First Mercantile Trust
Tennessee
$2.84M 23,237 +718 +3%
PI
100
Placemark Investments
Illinois
$2.83M 23,144 +11,041 +91%
2 3
4
5 6