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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
151
Court Place Advisors
Maryland
$520K 4,456 +16 +0.4%
CDIA
152
Capital Directions Investment Advisors
Georgia
$518K 4,271 – –
AIA
153
Arbor Investment Advisors
North Carolina
$502K 4,299 +26 +0.6%
FNBT
154
FineMark National Bank & Trust
Florida
$499K 4,275 -2,220 -34%
FLPIM
155
F.L. Putnam Investment Management
Massachusetts
$491K 4,200 -200 -5%
FWIA
156
Fort Washington Investment Advisors
Ohio
$490K 4,196 -384 -8%
NFG
157
Next Financial Group
Texas
$487K 4,168 +4,168 New
CTA
158
Chesley Taft & Associates
Illinois
$471K 4,030 – –
RPGK
159
Retirement Planning Group (Kansas)
Kansas
$471K 4,030 – –
BSW
160
Buckingham Strategic Wealth
Missouri
$446K 3,818 +1 +0%
NEAM
161
New England Asset Management
Connecticut
$430K 3,680 – –
FCI
162
Financial Counselors Inc
Kansas
$422K 3,612 – –
TAM
163
Trillium Asset Management
Massachusetts
$420K 3,600 +3,600 New
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$418K 3,582 – –
PJSIMP
165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K 3,500 -1,500 -30%
SCA
166
Salient Capital Advisors
Texas
$361K 3,094 -500 -14%
LC
167
Lourd Capital
California
$353K 3,019 – –
BEC
168
Blue Edge Capital
Virginia
$350K 3,000 – –
SC
169
SouthState Corp
Florida
$349K 2,990 – –
SCM
170
SOL Capital Management
Maryland
$342K 2,925 – –
EAM
171
Evanson Asset Management
California
$333K 2,852 +552 +24%
CBN
172
Cadence Bank NA
Texas
$332K 2,843 – –
PA
173
Paracle Advisors
Washington
$332K 2,849 +2,849 New
BHIA
174
Birch Hill Investment Advisors
Massachusetts
$322K 2,761 +26 +1%
I
175
IberiaBank
Louisiana
$309K 2,646 – –
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