iShares Russell 3000 ETF
243 hedge funds and large institutions have $2.48B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.
820% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 5
25% more call options, than puts
Call options by funds: $4.94M | Put options by funds: $3.96M
20% more capital invested
Capital invested by funds: $2.07B → $2.48B (+$407M)
19% more funds holding
Funds holding: 204 → 243 (+39)
15% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 71
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
2.3% more ownership
Funds ownership: 44.03% → 46.32% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$97M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$38M |
| 4 |
WRTC
Wind River Trust Company
Jackson,
Wyoming
|
+$25.4M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$73.2M |
| 2 |
JP Morgan Chase
New York
|
-$11.8M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$10.4M |
| 4 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$8.89M |
| 5 |
RFS
Rockefeller Financial Services
New York
|
-$5.25M |
IWV Hedge Fund Activity: Q4 2013 in Review
243 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2013, worth a combined $2.48B — up 20% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IWV positions and 5 closed out — a net gain of 41 holders — while 82 added to existing stakes and 71 trimmed.
The largest buyer was SCS Capital Management, adding an estimated $97M. The largest seller was United Capital Financial Advisors, cutting an estimated $73.2M.
- 243 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2013, up from 204 in Q3 2013.
- Funds reported $2.48B of iShares Russell 3000 ETF stock for Q4 2013, up 20% quarter-over-quarter.
- 46 funds opened new iShares Russell 3000 ETF positions in Q4 2013 and 5 closed out, a net change of +41 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2013 was SCS Capital Management, an estimated $97M added.
- The largest iShares Russell 3000 ETF seller in Q4 2013 was United Capital Financial Advisors, an estimated $73.2M sold.
Based on aggregated 13F filings for Q4 2013.