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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$110M
2
TWM
Tanglewood Wealth Management
Texas
$48M
3
SCM
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
M&T Bank
New York
$10.2M
5
US Bancorp
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
126
Wilmington Savings Fund Society
Delaware
$905K -$158K -1,350 -15%
BFPW
127
BOK Financial Private Wealth
Colorado
$882K -$5.84K -50 -0.7%
Franklin Resources
128
Franklin Resources
California
$838K – – –
SSWM
129
Smith Salley Wealth Management
North Carolina
$836K +$17.7K +152 +2%
HJA
130
Hugh Johnson Advisors
New York
$830K +$5.84K +50 +0.7%
CBU
131
CIBC Bank USA
Illinois
$812K -$41.1K -352 -5%
EWA
132
EP Wealth Advisors
California
$785K – – –
VFS
133
VSR Financial Services
Kansas
$774K +$220K +1,882 +40%
HCM
134
Hollencrest Capital Management
California
$766K -$9.34K -80 -1%
PAG
135
Private Advisor Group
New Jersey
$766K +$249K +2,127 +48%
AL
136
Aspiriant LLC
California
$762K +$1.99K +17 +0.3%
MA
137
MUFG Americas
New York
$701K +$4.67K +40 +0.7%
WT
138
Washington Trust
Rhode Island
$646K +$50.4K +432 +8%
JFG
139
JMG Financial Group
Illinois
$644K – – –
Comerica Bank
140
Comerica Bank
Texas
$637K -$174K -1,491 -21%
LW
141
Linscomb Wealth
Texas
$629K +$83.8K +717 +15%
NAM
142
NTV Asset Management
West Virginia
$610K – – –
BCI
143
Brinker Capital Investments
Pennsylvania
$597K +$319K +2,732 +115%
BTNA
144
Bremer Trust National Association
Minnesota
$584K – – –
BOK
145
Bank of Kentucky
Kentucky
$580K – – –
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$564K +$584 +5 +0.1%
SBH
147
Segall Bryant & Hamill
Illinois
$543K – – –
CAW
148
Cornerstone Advisors (Washington)
Washington
$541K +$350 +3 +0.1%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$535K -$5.02K -43 -0.9%
CA
150
Cetera Advisors
Colorado
$524K -$28.9K -247 -5%
4 5
6
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