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iShares Russell 3000 ETF
IWV

193 hedge funds and large institutions have $1.82B invested in iShares Russell 3000 ETF in 2013 Q2 according to their latest regulatory filings, with 193 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.49% more ownership

Funds ownership: 0% → 42.49% (+42%)

38% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.94M

Holders
193
Holders Change
+193
Holders Change %
–
% of All Funds
6.3%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.82%
New
193
Increased
–
Reduced
–
Closed
–
Calls
$9.61M
Puts
$6.94M
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$78K +$77.2K +806 New
TIM
177
Tortoise Investment Management
New York
$77K +$76.6K +800 New
PTC
178
Private Trust Company
Ohio
$46K +$45.5K +475 New
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$36K +$35.8K +374 New
DAM
180
Delta Asset Management
Tennessee
$35K +$34.9K +365 New
CCM
181
Chilton Capital Management
Texas
$33K +$33K +345 New
BCAM
182
Boston Common Asset Management
Massachusetts
$32K +$31.6K +330 New
BC
183
Bartlett & Co
Ohio
$29K +$28.7K +300 New
CW
184
Cobiz Wealth
Colorado
$28K +$27.8K +290 New
DSC
185
Duncker Streett & Co
Missouri
$23K +$23K +240 New
FNBT
186
FineMark National Bank & Trust
Florida
$21K +$21.1K +220 New
SFS
187
Signator Financial Services
Massachusetts
$8K +$7.85K +82 New
MA
188
MCF Advisors
Kentucky
$6K +$4.79K +50 New
BFEC
189
Benjamin F. Edwards & Company
Missouri
$6K +$6.22K +65 New
OWP
190
Obermeyer Wealth Partners
Colorado
$5K +$4.79K +50 New
PSI
191
Pinnacle Summer Investments
Virginia
$5K +$4.88K +51 New
AFC
192
AFT Forsyth & Company
Florida
$1K +$1.44K +15 New
FPCG
193
Fort Pitt Capital Group
Pennsylvania
$422 +$383 +4 New
AA
194
Apriem Advisors
California
– +$96 +1 New
4 5 6 7
8

IWV Hedge Fund Activity: Q2 2013 in Review

193 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2013, worth a combined $1.82B.

Buyers outnumbered sellers: 193 funds opened new IWV positions and 0 closed out — a net gain of 193 holders — while 0 added to existing stakes and 0 trimmed.

  • 193 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.82B of iShares Russell 3000 ETF stock for Q2 2013.
  • 193 funds opened new iShares Russell 3000 ETF positions in Q2 2013 and 0 closed out, a net change of +193 holders.

Based on aggregated 13F filings for Q2 2013.