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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$336M
2
U
UBS
Switzerland
$66.7M
3
Deutsche Bank
Deutsche Bank
Germany
$15.2M
4
CNB
City National Bank
California
$29.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$44.4M
3
SCM
SCS Capital Management
Massachusetts
$551M
4
UCFA
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$1.35M +$104K +889 +8%
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$1.15M -$8.01K -68 -0.7%
WSFS
128
Wilmington Savings Fund Society
Delaware
$1.07M – – –
CCM
129
Catawba Capital Management
Virginia
$957K +$29.5K +250 +3%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$938K +$341K +2,900 +57%
BFPW
131
BOK Financial Private Wealth
Colorado
$895K – – –
CBU
132
CIBC Bank USA
Illinois
$860K -$103K -875 -11%
Franklin Resources
133
Franklin Resources
California
$845K +$845K +7,174 New
HJA
134
Hugh Johnson Advisors
New York
$830K +$17.1K +145 +2%
SSWM
135
Smith Salley Wealth Management
North Carolina
$825K -$22.5K -191 -3%
Comerica Bank
136
Comerica Bank
Texas
$818K +$37K +314 +5%
EWA
137
EP Wealth Advisors
California
$791K – – –
HCM
138
Hollencrest Capital Management
California
$781K -$1.65M -14,000 -68%
AL
139
Aspiriant LLC
California
$766K -$267K -2,269 -26%
FNBT
140
FineMark National Bank & Trust
Florida
$765K -$17.7K -150 -2%
PR
141
Payden & Rygel
California
$718K +$718K +6,100 New
MA
142
MUFG Americas
New York
$702K +$47.1K +400 +7%
Millennium Management
143
Millennium Management
New York
$662K -$564K -4,794 -46%
JFG
144
JMG Financial Group
Illinois
$650K +$21.4K +182 +3%
NAM
145
NTV Asset Management
West Virginia
$615K – – –
WT
146
Washington Trust
Rhode Island
$601K +$66K +560 +12%
PJSIMP
147
P.J. Schmidt Investment Management (PJS)
Wisconsin
$589K – – –
BTNA
148
Bremer Trust National Association
Minnesota
$589K – – –
BOK
149
Bank of Kentucky
Kentucky
$585K – – –
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$568K – – –
4 5
6
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