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iShares Russell 3000 ETF
IWV

Overview Fund Activity

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$440M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$69.3M
3
Bank of America
3
Bank of America
North Carolina
$227M
4
BTS
4
BB&T Securities
Virginia
$33.6M
5
WRTC
5
Wind River Trust Company
Wyoming
$26.5M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$809K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.3M
3
CAN
3
Cetera Advisor Networks
California
$8.79M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$0
5
RFS
5
Rockefeller Financial Services
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$440M 3,975,513 +913,568 +30%
Bank of America
2
Bank of America
North Carolina
$227M 2,047,233 +357,865 +21%
EK
3
Evensky & Katz
Florida
$147M 1,326,519 -9,304 -0.7%
P
4
Pitcairn
Pennsylvania
$126M 1,136,725 -7,419 -0.6%
Northern Trust
5
Northern Trust
Illinois
$88.3M 797,615 +145,693 +22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$84.6M 764,736 -20,593 -3%
Aviva
7
Aviva
United Kingdom
$73M 660,087 +4,369 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$69.3M 626,418 +614,181 +5,019%
B
9
Barings
North Carolina
$65.6M 592,489 -2,800 -0.5%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$65M 587,497 +69,558 +13%
CAL
11
Capital Analysts LLC
Pennsylvania
$49.3M 445,170 -3,496 -0.8%
SP
12
Stairway Partners
Illinois
$48.6M 438,924 -7,049 -2%
Morgan Stanley
13
Morgan Stanley
New York
$47M 424,707 -16,206 -4%
BJL
14
Brighton Jones LLC
Washington
$46.2M 417,528 -22,948 -5%
Goldman Sachs
15
Goldman Sachs
New York
$35.1M 316,931 +35,773 +13%
BTS
16
BB&T Securities
Virginia
$33.6M 30,407 +30,407 New
U
17
UBS
Switzerland
$33M 297,833 +15,030 +5%
LPL Financial
18
LPL Financial
California
$32M 289,629 +78,183 +37%
TCT
19
TIAA CREF Trust
Missouri
$31M 280,310 +8,831 +3%
US Bancorp
20
US Bancorp
Minnesota
$29.4M 265,830 +12,436 +5%
TWM
21
Tanglewood Wealth Management
Texas
$27M 244,142 -120 -0%
WRTC
22
Wind River Trust Company
Wyoming
$26.5M 239,592 +239,592 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$26.1M 235,690 -3,222 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.3M 229,078 +3,615 +2%
PA
25
Planning Alternatives
Michigan
$23.1M 208,685 +11,093 +6%
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