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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
176
King Investment Advisors
Texas
$207K +$207K +2,043 New
HFS
177
HL Financial Services
Kentucky
$202K +$202K +2,000 New
MCM
178
Manchester Capital Management
Vermont
$186K – – –
MFS
179
MSI Financial Services
Massachusetts
$169K +$15.9K +157 +10%
EWM
180
Evercore Wealth Management
New York
$157K – – –
WA
181
WestEnd Advisors
North Carolina
$146K -$56.2K -556 -28%
WCM
182
Windsor Capital Management
Arizona
$121K -$11.4K -112 -9%
AC
183
Alexandria Capital
Virginia
$121K -$6.06K -60 -5%
QCMC
184
Quantum Capital Management (California)
California
$119K +$119K +1,177 New
DADC
185
D.A. Davidson & Co
Montana
$98K – – –
HNB
186
Huntington National Bank
Ohio
$85K -$177K – –
Creative Planning
187
Creative Planning
Kansas
$81K -$915 -9 -1%
TIM
188
Tortoise Investment Management
New York
$81K – – –
Parallax Volatility Advisers
189
Parallax Volatility Advisers
California
$61K +$61K +607 New
KTC
190
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
DAM
191
Delta Asset Management
Tennessee
$37K – – –
BCAM
192
Boston Common Asset Management
Massachusetts
$33K – – –
BC
193
Bartlett & Co
Ohio
$30K – – –
DSC
194
Duncker Streett & Co
Missouri
$24K – – –
FNBT
195
FineMark National Bank & Trust
Florida
$22K – – –
PAS
196
Partnervest Advisory Services
California
$21K +$21K +210 New
CCM
197
Chilton Capital Management
Texas
$20.7K -$14.2K -140 -41%
RIA
198
Regal Investment Advisors
Michigan
$7K +$7K +68 New
BFEC
199
Benjamin F. Edwards & Company
Missouri
$6K -$1.09K -10 -15%
MA
200
MCF Advisors
Kentucky
$6K – – –
5 6 7
8
9