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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
SouthState Corp
Florida
$352K -$2.94K -25 -0.8%
SCM
177
SOL Capital Management
Maryland
$344K – – –
CBN
178
Cadence Bank NA
Texas
$335K +$335K +2,843 New
BHIA
179
Birch Hill Investment Advisors
Massachusetts
$322K – – –
MHS
180
M Holdings Securities
Oregon
$313K +$23.5K +200 +8%
I
181
IberiaBank
Louisiana
$312K +$23.6K +200 +8%
JFA
182
JNBA Financial Advisors
Minnesota
$296K – – –
BCI
183
Brinker Capital Investments
Pennsylvania
$280K +$189K +1,609 +209%
QCMC
184
Quantum Capital Management (California)
California
$279K +$279K +2,354 New
GA
185
Geneva Advisors
Illinois
$271K – – –
EAM
186
Evanson Asset Management
California
$271K +$271K +2,300 New
UBWV
187
United Bank (West Virginia)
West Virginia
$270K -$17.7K -150 -6%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$267K -$66.2K -562 -20%
Truist Financial
189
Truist Financial
North Carolina
$266K -$4K -34 -1%
GMA
190
Goldstein Munger & Associates
California
$266K +$118 +1 +0%
MPM
191
Meritage Portfolio Management
Kansas
$265K -$121K -1,027 -31%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$262K +$12.4K +105 +5%
BDF
193
Balasa Dinverno & Foltz
$262K – – –
Creative Planning
194
Creative Planning
Kansas
$260K +$54.6K +464 +27%
SAM
195
Silvercrest Asset Management
New York
$244K – – –
BCM
196
Becker Capital Management
Oregon
$243K – – –
FWCM
197
Ferguson Wellman Capital Management
Oregon
$240K +$15.9K +135 +7%
HFS
198
HL Financial Services
Kentucky
$235K – – –
DADC
199
D.A. Davidson & Co
Montana
$233K -$290K -2,461 -55%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$229K +$229K +1,952 New
6 7
8
9 10