iShares Russell 3000 ETF
247 hedge funds and large institutions have $2.88B invested in iShares Russell 3000 ETF in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $2.69B → $2.88B (+$187M)
6% more funds holding
Funds holding: 234 → 247 (+13)
1.23% more ownership
Funds ownership: 48.49% → 49.72% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 27 → 27 (0)
0% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 79
65% less call options, than puts
Call options by funds: $1.55M | Put options by funds: $4.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$28.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.6M |
| 4 |
CNB
City National Bank
Beverly Hills,
Delaware
|
+$13.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$76.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$19.5M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.2M |
IWV Hedge Fund Activity: Q2 2014 in Review
247 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2014, worth a combined $2.88B — up 6.9% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IWV positions and 10 closed out — a net gain of 13 holders — while 79 added to existing stakes and 79 trimmed.
The largest buyer was Bank of America, adding an estimated $116M. The largest seller was Bank of New York Mellon, cutting an estimated $76.7M.
- 247 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2014, up from 234 in Q1 2014.
- Funds reported $2.88B of iShares Russell 3000 ETF stock for Q2 2014, up 6.9% quarter-over-quarter.
- 23 funds opened new iShares Russell 3000 ETF positions in Q2 2014 and 10 closed out, a net change of +13 holders.
- The largest iShares Russell 3000 ETF buyer in Q2 2014 was Bank of America, an estimated $116M added.
- The largest iShares Russell 3000 ETF seller in Q2 2014 was Bank of New York Mellon, an estimated $76.7M sold.
Based on aggregated 13F filings for Q2 2014.