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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
Bessemer Group
New Jersey
$48.9M
3
SCM
SCS Capital Management
Massachusetts
$626M
4
Bank of America
Bank of America
North Carolina
$241M
5
MAA
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
4
SP
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
Stifel Financial
Missouri
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Beacon Financial Group
Texas
$1.68M +$123 +1 +0%
RTS
127
Round Table Services
New Jersey
$1.62M +$1.62M +13,219 New
CRC
128
Curi RMB Capital
Illinois
$1.6M -$3.3M -26,993 -67%
Barclays
129
Barclays
United Kingdom
$1.57M -$135K -1,111 -8%
V
130
Veritable
Delaware
$1.52M +$49K +401 +3%
ZIM
131
Zacks Investment Management
Illinois
$1.5M +$1.5M +12,298 New
CCFCSB
132
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M -$3.03M -24,803 -67%
CWA
133
Convergent Wealth Advisors
Maryland
$1.45M -$18.5K -151 -1%
OCM
134
One Capital Management
California
$1.35M +$4.77K +39 +0.4%
NPC
135
National Planning Corporation
California
$1.34M -$46.2K -384 -3%
Comerica Bank
136
Comerica Bank
Texas
$1.32M +$649K +5,306 +97%
SG Americas Securities
137
SG Americas Securities
New York
$1.21M +$1.21M +9,904 New
FAT
138
First American Trust
California
$1.18M +$1.18M +9,650 New
GW
139
GW & Wade
Massachusetts
$1.18M +$1.18M +9,609 New
CBU
140
CIBC Bank USA
Illinois
$1.17M +$319K +2,612 +38%
FNBT
141
FineMark National Bank & Trust
Florida
$1.17M +$642K +5,250 +123%
PAG
142
Private Advisor Group
New Jersey
$1.14M +$340K +2,784 +42%
WA
143
Wealth Architects
California
$1.14M +$1.14M +9,332 New
LW
144
Linscomb Wealth
Texas
$1.09M +$433K +3,537 +66%
Kayne Anderson Rudnick Investment Management
145
Kayne Anderson Rudnick Investment Management
California
$1.08M -$45.7K -374 -4%
Federated Hermes
146
Federated Hermes
Pennsylvania
$1.06M +$1.06M +8,672 New
RP
147
Reinhart Partners
Wisconsin
$1M +$1M +8,202 New
Neuberger Berman Group
148
Neuberger Berman Group
New York
$996K -$782K -6,392 -44%
FHC
149
First Heartland Consultants
Missouri
$942K -$811K -6,637 -46%
WSFS
150
Wilmington Savings Fund Society
Delaware
$936K -$12.2K -100 -1%
4 5
6
7 8