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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$732M
2
RMDI
2
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
5
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$2.33M
2
Bank of America
2
Bank of America
North Carolina
$183M
3
P
3
Pitcairn
Pennsylvania
$110M
4
MAA
4
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
76
Hirtle Callaghan & Co
Pennsylvania
$3.59M – – –
NFM
77
North Forty Management
Washington
$3.57M – – –
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$3.56M -$1.73M -14,004 -33%
IAS
79
IMA Advisory Services
Colorado
$3.51M +$10.8K +87 +0.3%
ST
80
Sentinel Trust
Texas
$3.36M +$609K +4,915 +22%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$3.35M +$249K +2,013 +8%
BC
82
Brinker Capital
Pennsylvania
$3.33M -$6.44K -52 -0.2%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$3.32M +$77.2K +623 +2%
EPP
84
ETF Portfolio Partners
Kansas
$3.31M -$13K -105 -0.4%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$3.21M +$12.6K +102 +0.4%
FHB
86
First Hawaiian Bank
Hawaii
$3.19M -$66.4K -536 -2%
TA
87
Teachers Advisors
New York
$3.17M -$913K -7,368 -22%
DPI
88
Diversified Portfolios Inc
Michigan
$3.15M -$71.8K -580 -2%
TH
89
Timber Hill
Connecticut
$3.15M +$3.15M +25,408 New
HighTower Advisors
90
HighTower Advisors
Illinois
$3.11M +$493K +3,979 +19%
Victory Capital Management
91
Victory Capital Management
Texas
$3.07M +$74.3K +600 +2%
FMT
92
First Mercantile Trust
Tennessee
$2.96M +$81.4K +657 +3%
WCM
93
Wealthcare Capital Management
Virginia
$2.91M +$30.5K +246 +1%
AIG
94
American International Group
New York
$2.9M +$6.44K +52 +0.2%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$2.89M +$71.4K +577 +3%
ZF
96
Zhang Financial
Michigan
$2.88M -$64.5K -521 -2%
CFA
97
Cahill Financial Advisors
Minnesota
$2.8M +$41K +331 +1%
SB
98
Suntrust Banks
Georgia
$2.73M -$5.08K -41 -0.2%
State Street
99
State Street
Massachusetts
$2.7M +$176K +1,424 +7%
PWAG
100
Polaris Wealth Advisory Group
California
$2.65M -$276K -2,225 -9%
2 3
4
5 6