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iShares Russell 3000 ETF
IWV

Overview Fund Activity

204 hedge funds and large institutions have $2.07B invested in iShares Russell 3000 ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.62%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.84%
New
21
Increased
69
Reduced
72
Closed
10
Calls
$5.26M
Puts
$5.03M
Net Calls
+$232K
Net Calls Change
-$2.43M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$310M
2
Northern Trust
2
Northern Trust
Illinois
$65.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$79.4M
4
CAN
4
Cetera Advisor Networks
California
$17.9M
5
SNC
5
Stifel Nicolaus & Co
Missouri
$43.3M

Top Sellers

1
State Board of Administration of Florida Retirement System
1
State Board of Administration of Florida Retirement System
Florida
$8.89M
2
Citigroup
2
Citigroup
New York
$1.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.6M
4
Bessemer Group
4
Bessemer Group
New Jersey
$3.39M
5
CWA
5
Convergent Wealth Advisors
Maryland
$833K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$310M 3,061,945 +1,361,067 +80%
Bank of America
2
Bank of America
North Carolina
$171M 1,689,368 +22,945 +1%
EK
3
Evensky & Katz
Florida
$135M 1,335,823 +35,429 +3%
P
4
Pitcairn
Pennsylvania
$116M 1,144,144 -5,074 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$79.4M 785,329 +130,060 +20%
UCFA
6
United Capital Financial Advisors
Texas
$70.5M 697,288 +22,077 +3%
Aviva
7
Aviva
United Kingdom
$66.3M 655,718 +1,944 +0.3%
Northern Trust
8
Northern Trust
Illinois
$65.9M 651,922 +135,422 +26%
B
9
Barings
North Carolina
$60.2M 595,289 – –
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$52.4M 517,939 +37,443 +8%
CAL
11
Capital Analysts LLC
Pennsylvania
$45.4M 448,666 -26,611 -6%
SP
12
Stairway Partners
Illinois
$45.1M 445,973 -6,440 -1%
Morgan Stanley
13
Morgan Stanley
New York
$44.6M 440,913 -156,464 -26%
BJL
14
Brighton Jones LLC
Washington
$44.6M 440,476 +64,781 +17%
SNC
15
Stifel Nicolaus & Co
Missouri
$43.3M 428,432 +95,006 +28%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$28.9M 285,312 -22,023 -7%
U
17
UBS
Switzerland
$28.6M 282,803 +25,890 +10%
Goldman Sachs
18
Goldman Sachs
New York
$28.4M 281,158 +70,722 +34%
TCT
19
TIAA CREF Trust
Missouri
$27.5M 271,479 +11,875 +5%
US Bancorp
20
US Bancorp
Minnesota
$25.6M 253,394 +3,811 +2%
TWM
21
Tanglewood Wealth Management
Texas
$24.7M 244,262 +4,868 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$24.2M 238,912 -3,522 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.8M 225,463 -21,473 -9%
LPL Financial
24
LPL Financial
California
$21.7M 211,446 -1,971 -0.9%
PA
25
Planning Alternatives
Michigan
$20M 197,592 +51,536 +35%
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