IWV icon

iShares Russell 3000 ETF

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K
Name Market Value Shares Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$1.1M 9,791 -17,749 -64%
WSFS
127
Wilmington Savings Fund Society
Delaware
$1.02M 9,102
AL
128
Aspiriant LLC
California
$985K 8,773
FAAS
129
First Allied Advisory Services
California
$966K 8,628 -11,160 -56%
TWM
130
Tanglewood Wealth Management
Texas
$958K 8,530 -235,612 -97%
CBU
131
CIBC Bank USA
Illinois
$919K 8,182 -2,000 -20%
CCM
132
Catawba Capital Management
Virginia
$884K 7,874 +1,169 +17%
BFPW
133
BOK Financial Private Wealth
Colorado
$853K 7,599
SSWM
134
Smith Salley Wealth Management
North Carolina
$809K 7,199 -115 -2%
VFS
135
VSR Financial Services
Kansas
$805K 7,166 +2,643 +58%
PP
136
Patten & Patten
Tennessee
$803K 7,150 -1,100 -13%
HJA
137
Hugh Johnson Advisors
New York
$776K 6,909 +1 +0%
EWA
138
EP Wealth Advisors
California
$755K 6,722
FNBT
139
FineMark National Bank & Trust
Florida
$746K 6,645 +6,225 +1,482%
Comerica Bank
140
Comerica Bank
Texas
$745K 6,633 +463 +8%
NIA
141
Northstar Investment Advisors
Colorado
$699K 6,220 -48 -0.8%
CAW
142
Cornerstone Advisors (Washington)
Washington
$644K 5,732 -2,105 -27%
LW
143
Linscomb Wealth
Texas
$636K 5,660 +5,660 New
FCI
144
Financial Counselors Inc
Kansas
$627K 5,580
MA
145
MUFG Americas
New York
$624K 5,560
JFG
146
JMG Financial Group
Illinois
$599K 5,336 -108 -2%
NAM
147
NTV Asset Management
West Virginia
$587K 5,230
HSBC Holdings
148
HSBC Holdings
United Kingdom
$569K 5,070
PJSIMP
149
P.J. Schmidt Investment Management (PJS)
Wisconsin
$562K 5,000 -1,000 -17%
BTNA
150
Bremer Trust National Association
Minnesota
$562K 5,000