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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
101
Blue Fin Capital
Rhode Island
$2.26M -$102K -870 -4%
BC
102
Brinker Capital
Pennsylvania
$2.19M – – –
FHC
103
First Heartland Consultants
Missouri
$1.94M -$83.1K -706 -4%
FAAS
104
First Allied Advisory Services
California
$1.93M +$915K +7,794 +90%
TI
105
Truepoint Inc
Ohio
$1.88M – – –
AL
106
Agran Libbie
California
$1.82M -$90.4K -1,259 -5%
SIM
107
Sigma Investment Management
Oregon
$1.82M – – –
SG Americas Securities
108
SG Americas Securities
New York
$1.76M +$1.76M +14,913 New
Citigroup
109
Citigroup
New York
$1.71M -$230K -1,956 -12%
SCG
110
Strategic Capital Group
Washington
$1.69M – – –
HHGA
111
Halbert Hargrove Global Advisors
California
$1.68M – – –
AI
112
Atria Investments
North Carolina
$1.67M +$134K +1,138 +9%
BFG
113
Beacon Financial Group
Texas
$1.63M +$235 +2 +0%
VC
114
Vicus Capital
Pennsylvania
$1.62M +$70.2K +596 +5%
KeyBank National Association
115
KeyBank National Association
Ohio
$1.59M +$264K +2,247 +20%
RTS
116
Round Table Services
New Jersey
$1.58M -$65.4K -555 -4%
TWM
117
Tanglewood Wealth Management
Texas
$1.57M +$569K +4,838 +57%
CS
118
Comerica Securities
Michigan
$1.51M +$82.4K +700 +6%
NPC
119
National Planning Corporation
California
$1.46M +$59K +501 +4%
V
120
Veritable
Delaware
$1.46M +$103K +872 +8%
PI
121
Placemark Investments
Illinois
$1.43M +$184K +1,561 +15%
CWA
122
Convergent Wealth Advisors
Maryland
$1.41M -$642K -5,448 -31%
OCM
123
One Capital Management
California
$1.39M +$47K +399 +4%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$1.38M -$50.6K -430 -4%
RJA
125
Raymond James & Associates
Florida
$1.37M +$39.6K +336 +3%
3 4
5
6 7