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

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$920K -$1.11M -9,061 -55%
CCM
152
Catawba Capital Management
Virginia
$920K -$48.9K -400 -5%
BFPW
153
BOK Financial Private Wealth
Colorado
$917K -$5.87K -48 -0.6%
SSWM
154
Smith Salley Wealth Management
North Carolina
$916K +$40.1K +328 +5%
HJA
155
Hugh Johnson Advisors
New York
$901K +$32.5K +266 +4%
Franklin Resources
156
Franklin Resources
California
$877K – – –
PG
157
Patten Group
Tennessee
$874K +$874K +7,150 New
VFS
158
VSR Financial Services
Kansas
$842K +$32.2K +263 +4%
AL
159
Aspiriant LLC
California
$841K +$43.5K +356 +5%
EWA
160
EP Wealth Advisors
California
$822K – – –
HCM
161
Hollencrest Capital Management
California
$802K – – –
CL
162
CPWM LLC
Washington
$746K +$746K +6,099 New
JFG
163
JMG Financial Group
Illinois
$739K +$64.6K +529 +10%
ClearBridge Investments
164
ClearBridge Investments
New York
$738K +$738K +6,031 New
MA
165
MUFG Americas
New York
$734K – – –
BCI
166
Brinker Capital Investments
Pennsylvania
$716K +$91K +744 +15%
WT
167
Washington Trust
Rhode Island
$705K +$28.5K +233 +4%
BCM
168
Barometer Capital Management
Ontario, Canada
$673K +$673K +5,500 New
CWM
169
Calamos Wealth Management
Illinois
$670K +$670K +5,480 New
SBH
170
Segall Bryant & Hamill
Illinois
$668K +$99.6K +815 +18%
NAM
171
NTV Asset Management
West Virginia
$639K – – –
KPA
172
Keel Point Advisors
Virginia
$625K +$625K +5,111 New
IF
173
Ironwood Financial
Arizona
$623K +$623K +5,102 New
BTNA
174
Bremer Trust National Association
Minnesota
$611K – – –
HSBC Holdings
175
HSBC Holdings
United Kingdom
$607K -$368K -3,009 -38%
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