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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 %
WA
201
WBH Advisory
Maryland
$225K +$587 +5 +0.3%
SMA
202
Simply Money Advisors
Ohio
$225K +$6.36K +54 +3%
CL
203
Choreo LLC
Illinois
$224K +$224K +1,903 New
MAS
204
Madden Advisory Services
Florida
$218K – – –
MCM
205
Manchester Capital Management
Vermont
$217K – – –
GAG
206
GM Advisory Group
New York
$209K +$209K +1,774 New
WFG
207
Windsor Financial Group
Minnesota
$207K +$207K +1,754 New
BOS
208
Bingham Osborn & Scarborough
California
$203K +$203K +1,726 New
CL
209
CPWM LLC
Washington
$202K -$17.6K -149 -8%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$195K +$195K +1,657 New
EWM
211
Evercore Wealth Management
New York
$188K – – –
VIA
212
Vantage Investment Advisors
Pennsylvania
$180K +$67.9K +575 +61%
PVH
213
Psagot Value Holdings
Israel
$164K – – –
MFS
214
MSI Financial Services
Massachusetts
$146K -$33.9K -288 -19%
WA
215
WestEnd Advisors
North Carolina
$141K -$10.1K -86 -7%
AC
216
Alexandria Capital
Virginia
$127K -$9.4K -80 -7%
PO
217
Private Ocean
California
$97K – – –
TIM
218
Tortoise Investment Management
New York
$94K – – –
WEC
219
Winslow Evans & Crocker
Massachusetts
$83.6K -$6.12K -52 -7%
CWM
220
Cranbrook Wealth Management
Michigan
$61K – – –
AllianceBernstein
221
AllianceBernstein
Tennessee
$55K +$55K +465 New
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
DAM
223
Delta Asset Management
Tennessee
$43K +$2.36K +20 +6%
WA
224
Winfield Associates
Ohio
$42K – – –
BCAM
225
Boston Common Asset Management
Massachusetts
$39K – – –
7 8
9
10 11