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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 %
BOS
201
Bingham Osborn & Scarborough
California
$202K – – –
EWM
202
Evercore Wealth Management
New York
$187K – – –
VIA
203
Vantage Investment Advisors
Pennsylvania
$178K +$233 +2 +0.1%
MFS
204
MSI Financial Services
Massachusetts
$164K +$19.3K +165 +13%
FM
205
Forward Management
California
$161K +$161K +1,375 New
WA
206
WestEnd Advisors
North Carolina
$138K -$1.75K -15 -1%
AC
207
Alexandria Capital
Virginia
$110K -$16.4K -140 -13%
DADC
208
D.A. Davidson & Co
Montana
$102K -$129K -1,104 -56%
Creative Planning
209
Creative Planning
Kansas
$101K -$158K -1,349 -61%
PO
210
Private Ocean
California
$97K – – –
TIM
211
Tortoise Investment Management
New York
$93K – – –
CG
212
Colony Group
Massachusetts
$88K +$88K +753 New
WEC
213
Winslow Evans & Crocker
Massachusetts
$82.9K – – –
CWM
214
Cranbrook Wealth Management
Michigan
$60K – – –
AllianceBernstein
215
AllianceBernstein
Tennessee
$54K – – –
TFCP
216
Twin Focus Capital Partners
Massachusetts
$51K +$51K +433 New
KTC
217
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
DAM
218
Delta Asset Management
Tennessee
$43K – – –
WA
219
Winfield Associates
Ohio
$42K – – –
BC
220
Bartlett & Co
Ohio
$35K – – –
DSC
221
Duncker Streett & Co
Missouri
$28K – – –
TWA
222
TCI Wealth Advisors
Arizona
$27K – – –
HF
223
Hoxton Financial
West Virginia
$23K -$4.97K -43 -18%
NES
224
New England Securities
New York
$21K +$21K +180 New
PIA
225
Peachtree Investment Advisors
Georgia
$19K +$19K +163 New
7 8
9
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