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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$110M
2
TWM
Tanglewood Wealth Management
Texas
$48M
3
SCM
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
M&T Bank
New York
$10.2M
5
US Bancorp
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
176
Fulton Bank
Pennsylvania
$308K -$82.4K -705 -21%
JFA
177
JNBA Financial Advisors
Minnesota
$294K – – –
GA
178
Geneva Advisors
Illinois
$283K +$14.6K +125 +5%
BCM
179
Becker Capital Management
Oregon
$274K +$32.5K +278 +13%
UBWV
180
United Bank (West Virginia)
West Virginia
$267K – – –
GMA
181
Goldstein Munger & Associates
California
$264K – – –
MPM
182
Meritage Portfolio Management
Kansas
$262K – – –
ST
183
Sentinel Trust
Texas
$262K +$262K +2,242 New
BDF
184
Balasa Dinverno & Foltz
$260K – – –
RIA
185
Regal Investment Advisors
Michigan
$256K -$116K -991 -31%
SC
186
Savant Capital
Illinois
$247K +$247K +2,115 New
NPF
187
Norris Perne & French
Michigan
$245K +$245K +2,100 New
CPO
188
Cerity Partners OCIO
New York
$244K +$244K +2,092 New
SAM
189
Silvercrest Asset Management
New York
$242K – – –
FWCM
190
Ferguson Wellman Capital Management
Oregon
$238K – – –
HFS
191
HL Financial Services
Kentucky
$234K – – –
ICAS
192
Investors Capital Advisory Services
Massachusetts
$232K +$4.89K +42 +2%
SMA
193
Simply Money Advisors
Ohio
$226K +$3.15K +27 +1%
MHS
194
M Holdings Securities
Oregon
$225K -$66.4K -606 -23%
WA
195
WBH Advisory
Maryland
$224K +$467 +4 +0.2%
CL
196
Choreo LLC
Illinois
$222K – – –
MAS
197
Madden Advisory Services
Florida
$217K – – –
MCM
198
Manchester Capital Management
Vermont
$215K – – –
Truist Financial
199
Truist Financial
North Carolina
$210K -$54K -462 -20%
WFG
200
Windsor Financial Group
Minnesota
$205K – – –
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8
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