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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

25% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.96M

21% more capital invested

Capital invested by funds: $2.07B → $2.51B (+$437M)

19% more funds holding

Funds holding: 204242 (+38)

15% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

2.29% more ownership

Funds ownership: 44.03%46.31% (+2.3%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.02%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
126
CIBC Bank USA
Illinois
$1.13M +$94.5K +890 +10%
KFS
127
KMS Financial Services
Washington
$1.07M +$174K +1,640 +21%
AI
128
Atria Investments
North Carolina
$1.07M +$235K +2,212 +30%
WSFS
129
Wilmington Savings Fund Society
Delaware
$1.01M
CS
130
Comerica Securities
Michigan
$1M +$349K +3,290 +57%
AL
131
Aspiriant LLC
California
$971K +$558K +5,261 +150%
PP
132
Patten & Patten
Tennessee
$913K +$876K +8,250 New
CWA
133
Convergent Wealth Advisors
Maryland
$910K -$531 -5 -0.1%
CAW
134
Cornerstone Advisors (Washington)
Washington
$867K +$272K +2,562 +49%
BFPW
135
BOK Financial Private Wealth
Colorado
$841K -$34.8K -328 -4%
ICAS
136
Investors Capital Advisory Services
Massachusetts
$830K +$125K +1,175 +19%
UCFA
137
United Capital Financial Advisors
Texas
$809K -$73.2M -689,974 -99%
SSWM
138
Smith Salley Wealth Management
North Carolina
$809K +$128K +1,209 +20%
Franklin Resources
139
Franklin Resources
California
$794K
HJA
140
Hugh Johnson Advisors
New York
$764K +$41.4K +390 +6%
EWA
141
EP Wealth Advisors
California
$744K
CCM
142
Catawba Capital Management
Virginia
$742K +$20.6K +194 +3%
FWIA
143
Fort Washington Investment Advisors
Ohio
$700K -$15.9K -150 -2%
NIA
144
Northstar Investment Advisors
Colorado
$694K -$20.9K -197 -3%
Comerica Bank
145
Comerica Bank
Texas
$683K -$936K -8,820 -59%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K
FCI
147
Financial Counselors Inc
Kansas
$617K +$294K +2,768 +98%
MA
148
MUFG Americas
New York
$615K
JFG
149
JMG Financial Group
Illinois
$602K +$10.1K +95 +2%
RPGK
150
Retirement Planning Group (Kansas)
Kansas
$600K -$3.93K -37 -0.7%