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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$732M
2
RMDI
2
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
5
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$2.33M
2
Bank of America
2
Bank of America
North Carolina
$183M
3
P
3
Pitcairn
Pennsylvania
$110M
4
MAA
4
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
151
Patten Group
Tennessee
$886K – – –
HJA
152
Hugh Johnson Advisors
New York
$859K -$53.7K -434 -6%
AL
153
Aspiriant LLC
California
$854K +$2.11K +17 +0.2%
CBU
154
CIBC Bank USA
Illinois
$841K -$344K -2,775 -29%
EWA
155
EP Wealth Advisors
California
$833K – – –
WT
156
Washington Trust
Rhode Island
$810K +$95.4K +770 +13%
Millennium Management
157
Millennium Management
New York
$794K +$794K +6,415 New
JFG
158
JMG Financial Group
Illinois
$748K -$1.24K -10 -0.2%
EVM
159
Eaton Vance Management
Massachusetts
$735K +$735K +5,931 New
CL
160
CPWM LLC
Washington
$718K -$37.1K -300 -5%
TSS
161
Two Sigma Securities
New York
$706K +$706K +5,698 New
IF
162
Ironwood Financial
Arizona
$688K +$55.9K +451 +9%
CWM
163
Calamos Wealth Management
Illinois
$669K -$9.53K -77 -1%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$664K +$49.5K +400 +8%
Comerica Bank
165
Comerica Bank
Texas
$663K -$669K -5,405 -50%
NAM
166
NTV Asset Management
West Virginia
$647K – – –
KP
167
Keel Point
Alabama
$633K +$633K +5,111 New
BTNA
168
Bremer Trust National Association
Minnesota
$619K – – –
CTA
169
Chesley Taft & Associates
Illinois
$619K +$49.6K +400 +9%
BOK
170
Bank of Kentucky
Kentucky
$615K – – –
SBH
171
Segall Bryant & Hamill
Illinois
$576K -$101K -815 -15%
CAW
172
Cornerstone Advisors (Washington)
Washington
$575K +$496 +4 +0.1%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$568K +$248 +2 +0%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$567K +$2.72K +22 +0.5%
EAM
175
Evanson Asset Management
California
$565K +$212K +1,708 +60%
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7
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