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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$732M
2
RMDI
2
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
5
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$2.33M
2
Bank of America
2
Bank of America
North Carolina
$183M
3
P
3
Pitcairn
Pennsylvania
$110M
4
MAA
4
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$2.57M 20,782 +362 +2%
CWA
102
Convergent Wealth Advisors
Maryland
$2.51M 20,302 +8,435 +71%
GC
103
Gibson Capital
Pennsylvania
$2.51M 20,264 -1,450 -7%
BA
104
BKS Advisors
Michigan
$2.51M 20,255 +20,255 New
CPIM
105
Columbia Partners Investment Management
Virginia
$2.46M 19,900 -2,381 -11%
BCM
106
Beck Capital Management
Texas
$2.45M 19,743 -382 -2%
BFC
107
Blue Fin Capital
Rhode Island
$2.37M 19,099 – –
SIM
108
Sigma Investment Management
Oregon
$2.35M 18,998 -2,198 -10%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$2.35M 18,996 -681 -3%
BTS
110
BB&T Securities
Virginia
$2.33M 1,881 -72,119 -97%
F
111
Filament
Washington
$2.27M 18,288 – –
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M 17,975 +382 +2%
FAAS
113
First Allied Advisory Services
California
$2.19M 17,732 +10,239 +137%
WTC
114
WhitTier Trust Company
Nevada
$2.16M 17,442 -68 -0.4%
RJA
115
Raymond James & Associates
Florida
$2.07M 16,735 -7,061 -30%
KeyBank National Association
116
KeyBank National Association
Ohio
$1.96M 15,815 +815 +5%
SCA
117
Strategic Capital Alternatives
United States
$1.8M 14,532 +14,532 New
TI
118
Truepoint Inc
Ohio
$1.78M 14,349 -187 -1%
HHGA
119
Halbert Hargrove Global Advisors
California
$1.77M 14,300 – –
TRCT
120
Tower Research Capital (TRC)
New York
$1.75M 14,144 -1,121 -7%
BFG
121
Beacon Financial Group
Texas
$1.7M 13,623 – –
RTS
122
Round Table Services
New Jersey
$1.67M 13,454 +235 +2%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.58M 12,663 -2,968 -19%
Barclays
124
Barclays
United Kingdom
$1.58M 12,854 +20 +0.2%
V
125
Veritable
Delaware
$1.55M 12,478 +91 +0.7%
3 4
5
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