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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
126
Fort Washington Investment Advisors
Ohio
$655K – – –
NIA
127
Northstar Investment Advisors
Colorado
$654K -$8.8K -87 -1%
ICAS
128
Investors Capital Advisory Services
Massachusetts
$640K +$230K +2,271 +56%
CCFCSB
129
Cape Cod Five Cents Savings Bank
Massachusetts
$633K +$343K +3,391 +118%
BOK
130
Bank of Kentucky
Kentucky
$620K – – –
SSWM
131
Smith Salley Wealth Management
North Carolina
$617K +$52.7K +521 +9%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K -$47.5K -470 -7%
CS
133
Comerica Securities
Michigan
$582K +$582K +5,758 New
MA
134
MUFG Americas
New York
$562K +$117K +1,159 +26%
RPGK
135
Retirement Planning Group (Kansas)
Kansas
$552K -$258K -2,555 -32%
JFG
136
JMG Financial Group
Illinois
$541K +$20.2K +200 +4%
CAW
137
Cornerstone Advisors (Washington)
Washington
$534K +$3.04K +30 +0.6%
NAM
138
NTV Asset Management
West Virginia
$528K – – –
BTNA
139
Bremer Trust National Association
Minnesota
$506K – – –
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$487K -$32.9K -325 -6%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$487K – – –
SBH
142
Segall Bryant & Hamill
Illinois
$473K -$50.6K -500 -10%
PVH
143
Psagot Value Holdings
Israel
$460K – – –
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$450K +$10.1K +100 +2%
AIA
145
Arbor Investment Advisors
North Carolina
$440K +$2.83K +28 +0.6%
CDIA
146
Capital Directions Investment Advisors
Georgia
$432K – – –
GMA
147
Goldstein Munger & Associates
California
$356K -$127K -1,255 -26%
AL
148
Aspiriant LLC
California
$355K -$236K -2,334 -40%
SI
149
Stephens Inc
Arkansas
$347K +$347K +3,431 New
RTS
150
Round Table Services
New Jersey
$346K +$56.2K +555 +19%
4 5
6
7 8