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iShares Russell 3000 ETF
IWV

Overview Fund Activity

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$544M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$99.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$72.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$59.1M
5
BIM
5
BlackRock Investment Management
Delaware
$19.1M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
TWM
2
Tanglewood Wealth Management
Texas
$958K
3
Bank of America
3
Bank of America
North Carolina
$206M
4
P
4
Pitcairn
Pennsylvania
$114M
5
Northern Trust
5
Northern Trust
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
101
First Heartland Consultants
Missouri
$1.93M 17,220 -21,680 -56%
Citigroup
102
Citigroup
New York
$1.85M 16,480 +2,040 +14%
WTC
103
WhitTier Trust Company
Nevada
$1.81M 16,145 +905 +6%
AL
104
Agran Libbie
California
$1.8M 26,597 +26,597 New
TI
105
Truepoint Inc
Ohio
$1.79M 15,954 +3,132 +24%
NEAM
106
New England Asset Management
Connecticut
$1.75M 15,535 -27,145 -64%
SIM
107
Sigma Investment Management
Oregon
$1.73M 15,440 – –
SCG
108
Strategic Capital Group
Washington
$1.61M 14,334 -367 -2%
HHGA
109
Halbert Hargrove Global Advisors
California
$1.61M 14,300 – –
RTS
110
Round Table Services
New Jersey
$1.57M 13,939 +1,094 +9%
BFG
111
Beacon Financial Group
Texas
$1.54M 13,846 – –
KFS
112
KMS Financial Services
Washington
$1.5M 13,381 +3,748 +39%
VC
113
Vicus Capital
Pennsylvania
$1.48M 13,171 -6,807 -34%
AI
114
Atria Investments
North Carolina
$1.46M 13,026 +3,395 +35%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$1.37M 12,187 +227 +2%
CS
116
Comerica Securities
Michigan
$1.36M 12,082 +3,034 +34%
NPC
117
National Planning Corporation
California
$1.35M 11,915 -567 -5%
V
118
Veritable
Delaware
$1.29M 11,500 – –
OCM
119
One Capital Management
California
$1.28M 11,361 +11,361 New
RJA
120
Raymond James & Associates
Florida
$1.27M 11,317 -37,430 -77%
KeyBank National Association
121
KeyBank National Association
Ohio
$1.26M 11,253 +493 +5%
PI
122
Placemark Investments
Illinois
$1.19M 10,584 -6,835 -39%
Barclays
123
Barclays
United Kingdom
$1.19M 10,605 – –
Millennium Management
124
Millennium Management
New York
$1.17M 10,418 +10,418 New
Charles Schwab
125
Charles Schwab
California
$1.17M 10,400 -25,200 -71%
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5
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