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iShares Russell 3000 ETF
IWV

Overview Fund Activity

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$544M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$99.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$72.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$59.1M
5
BIM
5
BlackRock Investment Management
Delaware
$19.1M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$0
2
TWM
2
Tanglewood Wealth Management
Texas
$958K
3
Bank of America
3
Bank of America
North Carolina
$206M
4
P
4
Pitcairn
Pennsylvania
$114M
5
Northern Trust
5
Northern Trust
Illinois
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$544M 4,847,948 +872,435 +22%
Bank of America
2
Bank of America
North Carolina
$206M 1,834,554 -212,679 -10%
EK
3
Evensky & Katz
Florida
$145M 1,286,727 -39,792 -3%
P
4
Pitcairn
Pennsylvania
$114M 1,018,990 -117,735 -10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$99.7M 887,759 +658,681 +288%
Aviva
6
Aviva
United Kingdom
$83.1M 740,009 +79,922 +12%
Northern Trust
7
Northern Trust
Illinois
$78.6M 699,495 -98,120 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$78.5M 698,566 -66,170 -9%
UCFA
9
United Capital Financial Advisors
Texas
$72.5M 645,591 +638,277 +8,727%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$67.4M 599,901 +12,404 +2%
B
11
Barings
North Carolina
$66.5M 592,489 – –
Fidelity Investments
12
Fidelity Investments
Massachusetts
$63.2M 562,973 -63,445 -10%
Stifel Financial
13
Stifel Financial
Missouri
$59.1M 526,526 +526,526 New
CAL
14
Capital Analysts LLC
Pennsylvania
$49M 436,433 -8,737 -2%
SP
15
Stairway Partners
Illinois
$45.4M 404,601 -34,323 -8%
BJL
16
Brighton Jones LLC
Washington
$44.7M 397,628 -19,900 -5%
Morgan Stanley
17
Morgan Stanley
New York
$43.6M 388,295 -36,412 -9%
Goldman Sachs
18
Goldman Sachs
New York
$37.7M 335,413 +18,482 +6%
U
19
UBS
Switzerland
$35.5M 316,241 +18,408 +6%
LPL Financial
20
LPL Financial
California
$33M 294,233 +4,604 +2%
TCT
21
TIAA CREF Trust
Missouri
$31.6M 281,784 +1,474 +0.5%
US Bancorp
22
US Bancorp
Minnesota
$29.3M 261,316 -4,514 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$26.3M 234,340 -1,350 -0.6%
WRTC
24
Wind River Trust Company
Wyoming
$22.1M 196,356 -43,236 -18%
PA
25
Planning Alternatives
Michigan
$22M 196,199 -12,486 -6%
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