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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
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

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$440M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$69.3M
3
Bank of America
3
Bank of America
North Carolina
$227M
4
BTS
4
BB&T Securities
Virginia
$33.6M
5
WRTC
5
Wind River Trust Company
Wyoming
$26.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$809K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.3M
3
CAN
3
Cetera Advisor Networks
California
$8.79M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$0
5
RFS
5
Rockefeller Financial Services
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$2.21M 19,978 +3,087 +18%
FAAS
102
First Allied Advisory Services
California
$2.19M 19,788 +16,492 +500%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.12M 19,115 -1,850 -9%
FT
104
Fiduciary Trust
Massachusetts
$1.95M 17,634 +10,923 +163%
PI
105
Placemark Investments
Illinois
$1.93M 17,419 -22,853 -57%
SB
106
Suntrust Banks
Georgia
$1.92M 17,368 – –
SIM
107
Sigma Investment Management
Oregon
$1.71M 15,440 – –
WTC
108
WhitTier Trust Company
Nevada
$1.69M 15,240 – –
RFS
109
Rockefeller Financial Services
New York
$1.65M 14,920 -49,480 -77%
PFS
110
Prospera Financial Services
Texas
$1.65M 14,895 +14,895 New
SCG
111
Strategic Capital Group
Washington
$1.63M 14,701 -694 -5%
Citigroup
112
Citigroup
New York
$1.6M 14,440 -4,768 -25%
HHGA
113
Halbert Hargrove Global Advisors
California
$1.58M 14,300 – –
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$1.57M 14,151 +7,895 +126%
BFG
115
Beacon Financial Group
Texas
$1.53M 13,846 +1 +0%
SI
116
Stephens Inc
Arkansas
$1.45M 13,141 +9,710 +283%
MBT
117
Montecito Bank & Trust
California
$1.45M 13,135 – –
RTS
118
Round Table Services
New Jersey
$1.42M 12,845 +9,429 +276%
TI
119
Truepoint Inc
Ohio
$1.42M 12,822 -47 -0.4%
NPC
120
National Planning Corporation
California
$1.38M 12,482 -850 -6%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$1.32M 11,960 +70 +0.6%
V
122
Veritable
Delaware
$1.27M 11,500 -3,447 -23%
KeyBank National Association
123
KeyBank National Association
Ohio
$1.19M 10,760 +3,160 +42%
Barclays
124
Barclays
United Kingdom
$1.17M 10,605 +7,269 +218%
RIA
125
Regal Investment Advisors
Michigan
$1.14M 10,313 +10,245 +15,066%
3 4
5
6 7