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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
2
Bessemer Group
New Jersey
$48.9M
3
SCM
3
SCS Capital Management
Massachusetts
$626M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
MAA
5
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
101
Fiduciary Trust
Massachusetts
$2.79M 22,804 +1,980 +10%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.78M 22,724 -937 -4%
CPIM
103
Columbia Partners Investment Management
Virginia
$2.72M 22,281 -4,494 -17%
CFA
104
Cahill Financial Advisors
Minnesota
$2.72M 22,239 +453 +2%
ST
105
Sentinel Trust
Texas
$2.72M 22,210 +19,968 +891%
SB
106
Suntrust Banks
Georgia
$2.7M 22,052 +1,280 +6%
GC
107
Gibson Capital
Pennsylvania
$2.65M 21,714 – –
SIM
108
Sigma Investment Management
Oregon
$2.59M 21,196 +5,756 +37%
HighTower Advisors
109
HighTower Advisors
Illinois
$2.59M 21,155 +305 +1%
B
110
Baird
Wisconsin
$2.5M 20,420 -5 -0%
State Street
111
State Street
Massachusetts
$2.49M 20,394 +1,168 +6%
BCM
112
Beck Capital Management
Texas
$2.46M 20,125 +12,026 +148%
Citigroup
113
Citigroup
New York
$2.41M 19,711 +5,572 +39%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$2.41M 19,677 -892 -4%
DSA
115
Davis Selected Advisers
Arizona
$2.39M 19,500 +19,500 New
BFC
116
Blue Fin Capital
Rhode Island
$2.34M 19,099 +102 +0.5%
ICRM
117
Insight Capital Research & Management
California
$2.28M 18,641 +18,641 New
F
118
Filament
Washington
$2.24M 18,288 -888 -5%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.15M 17,593 -1,618 -8%
WTC
120
WhitTier Trust Company
Nevada
$2.14M 17,510 -784 -4%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1.93M 15,631 -109,621 -88%
TRCT
122
Tower Research Capital (TRC)
New York
$1.87M 15,265 +15,265 New
KeyBank National Association
123
KeyBank National Association
Ohio
$1.83M 15,000 +900 +6%
TI
124
Truepoint Inc
Ohio
$1.78M 14,536 -192 -1%
HHGA
125
Halbert Hargrove Global Advisors
California
$1.75M 14,300 – –
3 4
5
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