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iShares Russell 3000 ETF
IWV

193 hedge funds and large institutions have $1.82B invested in iShares Russell 3000 ETF in 2013 Q2 according to their latest regulatory filings, with 193 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.49% more ownership

Funds ownership: 0% → 42.49% (+42%)

38% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.94M

Holders
193
Holders Change
+193
Holders Change %
–
% of All Funds
6.3%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.82%
New
193
Increased
–
Reduced
–
Closed
–
Calls
$9.61M
Puts
$6.94M
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$164M +$163M +1,700,878 New
Bank of America
2
Bank of America
North Carolina
$161M +$160M +1,666,423 New
EK
3
Evensky & Katz
Florida
$125M +$125M +1,300,394 New
P
4
Pitcairn
Pennsylvania
$111M +$110M +1,149,218 New
UCFA
5
United Capital Financial Advisors
Texas
$65.1M +$64.6M +675,211 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$63.2M +$62.7M +655,269 New
Aviva
7
Aviva
United Kingdom
$63M +$62.6M +653,774 New
Morgan Stanley
8
Morgan Stanley
New York
$57.6M +$57.2M +597,377 New
B
9
Barings
North Carolina
$57.4M +$57M +595,289 New
Northern Trust
10
Northern Trust
Illinois
$49.8M +$49.5M +516,500 New
State Board of Administration of Florida Retirement System
11
State Board of Administration of Florida Retirement System
Florida
$46.5M +$46.2M +482,300 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$46.3M +$46M +480,496 New
CAL
13
Capital Analysts LLC
Pennsylvania
$45.8M +$45.5M +475,277 New
SP
14
Stairway Partners
Illinois
$43.6M +$43.3M +452,413 New
BJL
15
Brighton Jones LLC
Washington
$36.2M +$36M +375,695 New
SNC
16
Stifel Nicolaus & Co
Missouri
$32.1M +$31.9M +333,426 New
JP Morgan Chase
17
JP Morgan Chase
New York
$29.6M +$29.4M +307,335 New
TCT
18
TIAA CREF Trust
Missouri
$25M +$24.9M +259,604 New
U
19
UBS
Switzerland
$24.8M +$24.6M +256,913 New
US Bancorp
20
US Bancorp
Minnesota
$24.1M +$23.9M +249,583 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$23.8M +$23.6M +246,936 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$23.4M +$23.2M +242,434 New
TWM
23
Tanglewood Wealth Management
Texas
$23.1M +$22.9M +239,394 New
LPL Financial
24
LPL Financial
California
$20.6M +$20.4M +213,417 New
Goldman Sachs
25
Goldman Sachs
New York
$20.3M +$20.1M +210,436 New
1
2 3 4 5

IWV Hedge Fund Activity: Q2 2013 in Review

193 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2013, worth a combined $1.82B.

Buyers outnumbered sellers: 193 funds opened new IWV positions and 0 closed out — a net gain of 193 holders — while 0 added to existing stakes and 0 trimmed.

  • 193 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.82B of iShares Russell 3000 ETF stock for Q2 2013.
  • 193 funds opened new iShares Russell 3000 ETF positions in Q2 2013 and 0 closed out, a net change of +193 holders.

Based on aggregated 13F filings for Q2 2013.