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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
Bessemer Group
2
Bessemer Group
New Jersey
$48.9M
3
SCM
3
SCS Capital Management
Massachusetts
$626M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
MAA
5
Managed Account Advisors
New Jersey
$24.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOK
176
Bank of Kentucky
Kentucky
$607K – – –
CAW
177
Cornerstone Advisors (Washington)
Washington
$567K +$367 +3 +0.1%
CTA
178
Chesley Taft & Associates
Illinois
$562K +$69.1K +565 +14%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$561K – – –
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$557K -$33.4K -273 -6%
CPA
181
Court Place Advisors
Maryland
$546K +$1.22K +10 +0.2%
FLPIM
182
F.L. Putnam Investment Management
Massachusetts
$533K +$19K +155 +4%
AIA
183
Arbor Investment Advisors
North Carolina
$528K +$1.84K +15 +0.3%
CDIA
184
Capital Directions Investment Advisors
Georgia
$525K – – –
GWS
185
Glassman Wealth Services
Virginia
$525K +$525K +4,297 New
SAM
186
Steinberg Asset Management
New York
$516K +$516K +4,220 New
RPGK
187
Retirement Planning Group (Kansas)
Kansas
$493K – – –
CA
188
Cetera Advisors
Colorado
$490K -$59.2K -483 -11%
SCM
189
Sterling Capital Management
North Carolina
$476K +$476K +3,892 New
SFM
190
Signature Financial Management
Virginia
$465K +$465K +3,800 New
BSW
191
Buckingham Strategic Wealth
Missouri
$460K -$7.34K -60 -2%
NEAM
192
New England Asset Management
Connecticut
$450K – – –
CB
193
Chemical Bank
Michigan
$450K +$450K +3,680 New
FCI
194
Financial Counselors Inc
Kansas
$442K – – –
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$438K – – –
PJSIMP
196
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K – – –
MHS
197
M Holdings Securities
Oregon
$401K +$150K +1,226 +60%
RIA
198
Regal Investment Advisors
Michigan
$379K +$110K +903 +41%
NPF
199
Norris Perne & French
Michigan
$379K +$122K +1,000 +48%
SCG
200
Sonata Capital Group
Washington
$379K +$379K +3,100 New
6 7
8
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