iShares Russell 3000 ETF
204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $1.82B → $2.07B (+$248M)
6% more funds holding
Funds holding: 193 → 204 (+11)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1.54% more ownership
Funds ownership: 42.49% → 44.03% (+1.5%)
5% more call options, than puts
Call options by funds: $5.26M | Put options by funds: $5.03M
4% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$136M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$13.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.3M |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$39.5M |
| 2 |
Citigroup
New York
|
-$19.1M |
| 3 |
Morgan Stanley
New York
|
-$15.7M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$6.65M |
| 5 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$4.88M |
IWV Hedge Fund Activity: Q3 2013 in Review
204 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2013, worth a combined $2.07B — up 14% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IWV positions and 10 closed out — a net gain of 11 holders — while 69 added to existing stakes and 72 trimmed.
The largest buyer was SCS Capital Management, adding an estimated $136M. The largest seller was State Board of Administration of Florida Retirement System, cutting an estimated $39.5M.
- 204 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2013, up from 193 in Q2 2013.
- Funds reported $2.07B of iShares Russell 3000 ETF stock for Q3 2013, up 14% quarter-over-quarter.
- 21 funds opened new iShares Russell 3000 ETF positions in Q3 2013 and 10 closed out, a net change of +11 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2013 was SCS Capital Management, an estimated $136M added.
- The largest iShares Russell 3000 ETF seller in Q3 2013 was State Board of Administration of Florida Retirement System, an estimated $39.5M sold.
Based on aggregated 13F filings for Q3 2013.