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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
101
Halbert Hargrove Global Advisors
California
$1.45M 14,300 – –
LNWWM
102
Laird Norton Wetherby Wealth Management
California
$1.42M 14,009 -95 -0.7%
BFG
103
Beacon Financial Group
Texas
$1.41M 13,845 +13,845 New
RJA
104
Raymond James & Associates
Florida
$1.39M 13,701 -30,353 -69%
NPC
105
National Planning Corporation
California
$1.36M 13,332 +10,556 +380%
MBT
106
Montecito Bank & Trust
California
$1.33M 13,135 +13,135 New
TI
107
Truepoint Inc
Ohio
$1.3M 12,869 +9 +0.1%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$1.24M 12,237 +747 +7%
BCM
109
Becker Capital Management
Oregon
$1.22M 12,050 +12,050 New
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$1.2M 11,890 +1,478 +14%
State Street
111
State Street
Massachusetts
$1.04M 10,255 +4,650 +83%
Kayne Anderson Rudnick Investment Management
112
Kayne Anderson Rudnick Investment Management
California
$990K 9,791 +6 +0.1%
CBU
113
CIBC Bank USA
Illinois
$940K 9,292 -8,292 -47%
WSFS
114
Wilmington Savings Fund Society
Delaware
$921K 9,102 -1,718 -16%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$853K 8,439 +2,517 +43%
CWA
116
Convergent Wealth Advisors
Maryland
$833K 8,233 -48,734 -86%
KFS
117
KMS Financial Services
Washington
$808K 7,993 +547 +7%
BFPW
118
BOK Financial Private Wealth
Colorado
$802K 7,927 -11 -0.1%
KeyBank National Association
119
KeyBank National Association
Ohio
$769K 7,600 +770 +11%
AI
120
Atria Investments
North Carolina
$750K 7,419 +7,419 New
Franklin Resources
121
Franklin Resources
California
$726K 7,174 – –
EWA
122
EP Wealth Advisors
California
$680K 6,722 +6,722 New
FT
123
Fiduciary Trust
Massachusetts
$679K 6,711 -3,497 -34%
HJA
124
Hugh Johnson Advisors
New York
$659K 6,518 -460 -7%
CCM
125
Catawba Capital Management
Virginia
$659K 6,511 +1,795 +38%
3 4
5
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