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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 %
SCA
201
Salient Capital Advisors
Texas
$378K – – –
LC
202
Lourd Capital
California
$369K – – –
BEC
203
Blue Edge Capital
Virginia
$367K – – –
SCM
204
SOL Capital Management
Maryland
$358K – – –
EAM
205
Evanson Asset Management
California
$349K – – –
CBN
206
Cadence Bank NA
Texas
$348K – – –
PA
207
Paracle Advisors
Washington
$348K – – –
BHIA
208
Birch Hill Investment Advisors
Massachusetts
$332K -$5.75K -47 -2%
SC
209
SouthState Corp
Florida
$329K -$36.7K -300 -10%
SEI Investments
210
SEI Investments
Pennsylvania
$327K +$327K +2,678 New
FB
211
Fulton Bank
Pennsylvania
$322K – – –
CFA
212
Capstone Financial Advisors
Illinois
$321K – – –
GLA
213
Great Lakes Advisors
Illinois
$319K +$319K +2,608 New
JFA
214
JNBA Financial Advisors
Minnesota
$308K – – –
I
215
IberiaBank
Louisiana
$299K -$24.4K -200 -8%
GA
216
Geneva Advisors
Illinois
$293K -$3.67K -30 -1%
BCM
217
Becker Capital Management
Oregon
$287K – – –
GT
218
Glenview Trust
Kentucky
$282K +$282K +2,307 New
WIM
219
Weitz Investment Management
Nebraska
$282K +$282K +2,310 New
UBWV
220
United Bank (West Virginia)
West Virginia
$280K – – –
GMA
221
Goldstein Munger & Associates
California
$276K +$122 +1 +0%
BDF
222
Balasa Dinverno & Foltz
$273K – – –
FWCM
223
Ferguson Wellman Capital Management
Oregon
$261K +$12K +98 +5%
VAM
224
Verity Asset Management
North Carolina
$261K +$261K +2,136 New
SC
225
Savant Capital
Illinois
$259K – – –
7 8
9
10 11