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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 %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$568K +$10.8K +92 +2%
VFS
152
VSR Financial Services
Kansas
$558K -$285K -2,423 -34%
CA
153
Cetera Advisors
Colorado
$556K -$4.82K -41 -0.9%
LW
154
Linscomb Wealth
Texas
$549K -$117K -993 -18%
SBH
155
Segall Bryant & Hamill
Illinois
$547K +$11.8K +100 +2%
CAW
156
Cornerstone Advisors (Washington)
Washington
$545K -$130K -1,103 -19%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$545K -$25.8K -219 -5%
FWIA
158
Fort Washington Investment Advisors
Ohio
$539K +$539K +4,580 New
CPA
159
Court Place Advisors
Maryland
$523K – – –
PAG
160
Private Advisor Group
New Jersey
$521K +$72.2K +614 +16%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$518K – – –
CDIA
162
Capital Directions Investment Advisors
Georgia
$503K – – –
AIA
163
Arbor Investment Advisors
North Carolina
$503K – – –
VKH
164
Virtu KCG Holdings
New York
$477K +$477K +4,055 New
RPGK
165
Retirement Planning Group (Kansas)
Kansas
$474K -$69.3K -589 -13%
CTA
166
Chesley Taft & Associates
Illinois
$474K +$15.9K +135 +3%
BSW
167
Buckingham Strategic Wealth
Missouri
$449K +$449K +3,817 New
NEAM
168
New England Asset Management
Connecticut
$433K -$1.39M -11,855 -76%
FCI
169
Financial Counselors Inc
Kansas
$425K -$232K -1,968 -35%
SCA
170
Salient Capital Advisors
Texas
$423K +$25.3K +215 +6%
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$422K – – –
FB
172
Fulton Bank
Pennsylvania
$393K – – –
RIA
173
Regal Investment Advisors
Michigan
$375K -$2.13M -18,107 -85%
LC
174
Lourd Capital
California
$355K – – –
BEC
175
Blue Edge Capital
Virginia
$353K – – –
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