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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$110M
2
TWM
2
Tanglewood Wealth Management
Texas
$48M
3
SCM
3
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
4
M&T Bank
New York
$10.2M
5
US Bancorp
5
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$2.03M 17,420 +3,653 +27%
FAAS
102
First Allied Advisory Services
California
$1.93M 16,554 +132 +0.8%
SIM
103
Sigma Investment Management
Oregon
$1.8M 15,440 – –
PWAG
104
Polaris Wealth Advisory Group
California
$1.78M 15,278 +15,278 New
TI
105
Truepoint Inc
Ohio
$1.72M 14,728 -1,226 -8%
Neuberger Berman Group
106
Neuberger Berman Group
New York
$1.7M 14,537 +14,537 New
KFS
107
KMS Financial Services
Washington
$1.69M 14,462 -15,662 -52%
FHC
108
First Heartland Consultants
Missouri
$1.68M 14,343 -2,171 -13%
HHGA
109
Halbert Hargrove Global Advisors
California
$1.67M 14,300 – –
Citigroup
110
Citigroup
New York
$1.65M 14,139 -385 -3%
KeyBank National Association
111
KeyBank National Association
Ohio
$1.65M 14,100 +600 +4%
Barclays
112
Barclays
United Kingdom
$1.62M 13,945 +2,451 +21%
RJA
113
Raymond James & Associates
Florida
$1.61M 13,749 +2,096 +18%
BFG
114
Beacon Financial Group
Texas
$1.6M 13,622 -226 -2%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$1.42M 12,191 +434 +4%
PI
116
Placemark Investments
Illinois
$1.41M 12,103 -42 -0.3%
CWA
117
Convergent Wealth Advisors
Maryland
$1.4M 12,018 +89 +0.7%
V
118
Veritable
Delaware
$1.4M 11,986 -386 -3%
NPC
119
National Planning Corporation
California
$1.34M 11,483 -933 -8%
OCM
120
One Capital Management
California
$1.29M 11,036 -724 -6%
Kayne Anderson Rudnick Investment Management
121
Kayne Anderson Rudnick Investment Management
California
$1.07M 9,188 -535 -6%
Millennium Management
122
Millennium Management
New York
$1.06M 9,055 +3,431 +61%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$931K 7,970 – –
CCM
124
Catawba Capital Management
Virginia
$925K 7,924 -200 -2%
BCM
125
Beck Capital Management
Texas
$923K 8,099 +8,099 New
3 4
5
6 7