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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Salient Capital Advisors
Texas
$342K -$67.3K -665 -16%
FB
152
Fulton Bank
Pennsylvania
$338K – – –
Barclays
153
Barclays
United Kingdom
$337K +$231K +2,291 +219%
FAAS
154
First Allied Advisory Services
California
$336K -$1.88M -18,472 -85%
Truist Financial
155
Truist Financial
North Carolina
$321K +$40.3K +398 +14%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$319K +$1.92K +19 +0.6%
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$307K -$59.6K -589 -16%
LC
158
Lourd Capital
California
$305K – – –
SC
159
SouthState Corp
Florida
$304K – – –
MPM
160
Meritage Portfolio Management
Kansas
$298K -$5.55K -55 -2%
FM
161
Forward Management
California
$296K -$573K -5,670 -66%
SCM
162
SOL Capital Management
Maryland
$296K -$253K -2,500 -46%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$286K -$288K -2,845 -50%
FCI
164
Financial Counselors Inc
Kansas
$284K – – –
Invesco
165
Invesco
Georgia
$276K – – –
CTA
166
Chesley Taft & Associates
Illinois
$273K +$20.3K +200 +8%
BHIA
167
Birch Hill Investment Advisors
Massachusetts
$272K -$5.06K -50 -2%
CL
168
CPWM LLC
Washington
$256K – – –
JFA
169
JNBA Financial Advisors
Minnesota
$255K – – –
UBWV
170
United Bank (West Virginia)
West Virginia
$247K – – –
VFS
171
VSR Financial Services
Kansas
$241K +$241K +2,383 New
BDF
172
Balasa Dinverno & Foltz
$225K – – –
BSW
173
Buckingham Strategic Wealth
Missouri
$225K +$1.72K +17 +0.8%
HF
174
Hoxton Financial
West Virginia
$223K -$56.7K -561 -20%
CG
175
Corundum Group
Colorado
$207K +$207K +2,040 New
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7
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