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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.96M

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$437M)

19% more funds holding

Funds holding: 204242 (+38)

15% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

2.29% more ownership

Funds ownership: 44.03%46.31% (+2.3%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.02%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vicus Capital
Pennsylvania
$2.21M +$328K +3,087 +18%
FAAS
102
First Allied Advisory Services
California
$2.19M +$1.75M +16,492 +500%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.12M -$196K -1,850 -9%
FT
104
Fiduciary Trust
Massachusetts
$1.95M +$1.16M +10,923 +163%
PI
105
Placemark Investments
Illinois
$1.93M -$2.43M -22,853 -57%
SB
106
Suntrust Banks
Georgia
$1.92M
SIM
107
Sigma Investment Management
Oregon
$1.71M
WTC
108
WhitTier Trust Company
Nevada
$1.69M
RFS
109
Rockefeller Financial Services
New York
$1.65M -$5.25M -49,480 -77%
PFS
110
Prospera Financial Services
Texas
$1.65M +$1.58M +14,895 New
SCG
111
Strategic Capital Group
Washington
$1.63M -$73.7K -694 -5%
Citigroup
112
Citigroup
New York
$1.6M -$506K -4,768 -25%
HHGA
113
Halbert Hargrove Global Advisors
California
$1.58M
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$1.57M +$838K +7,895 +126%
BFG
115
Beacon Financial Group
Texas
$1.53M +$106 +1 +0%
SI
116
Stephens Inc
Arkansas
$1.45M +$1.03M +9,710 +283%
MBT
117
Montecito Bank & Trust
California
$1.45M
RTS
118
Round Table Services
New Jersey
$1.42M +$1M +9,429 +276%
TI
119
Truepoint Inc
Ohio
$1.42M -$4.99K -47 -0.4%
NPC
120
National Planning Corporation
California
$1.38M -$90.2K -850 -6%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$1.32M +$7.43K +70 +0.6%
V
122
Veritable
Delaware
$1.27M -$366K -3,447 -23%
KeyBank National Association
123
KeyBank National Association
Ohio
$1.19M +$335K +3,160 +42%
Barclays
124
Barclays
United Kingdom
$1.17M +$771K +7,269 +218%
RIA
125
Regal Investment Advisors
Michigan
$1.14M +$1.09M +10,245 +15,066%