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iShares Russell 3000 ETF
IWV

Overview Fund Activity

246 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.

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
7.08%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
23
Increased
79
Reduced
79
Closed
10
Calls
$1.56M
Puts
$4.48M
Net Calls
-$2.93M
Net Calls Change
-$4.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$336M
2
U
2
UBS
Switzerland
$66.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$15.2M
4
CNB
4
City National Bank
California
$29.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$25.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
SCM
3
SCS Capital Management
Massachusetts
$551M
4
UCFA
4
United Capital Financial Advisors
Texas
$62.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$551M 4,676,043 -171,905 -4%
Bank of America
2
Bank of America
North Carolina
$336M 2,852,525 +1,017,971 +55%
EK
3
Evensky & Katz
Florida
$151M 1,279,897 -6,830 -0.5%
P
4
Pitcairn
Pennsylvania
$114M 971,460 -47,530 -5%
Northern Trust
5
Northern Trust
Illinois
$82.6M 701,404 +1,909 +0.3%
Aviva
6
Aviva
United Kingdom
$79.3M 673,455 -66,554 -9%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$74M 628,637 +28,736 +5%
B
8
Barings
North Carolina
$69.8M 592,489 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$68.6M 582,695 -115,871 -17%
U
10
UBS
Switzerland
$66.7M 566,193 +249,952 +79%
Stifel Financial
11
Stifel Financial
Missouri
$62.9M 534,305 +7,779 +1%
UCFA
12
United Capital Financial Advisors
Texas
$62.2M 527,991 -117,600 -18%
CAL
13
Capital Analysts LLC
Pennsylvania
$51.8M 439,542 +3,109 +0.7%
SP
14
Stairway Partners
Illinois
$47M 398,924 -5,677 -1%
Morgan Stanley
15
Morgan Stanley
New York
$46.6M 395,468 +7,173 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$44.4M 377,322 -185,651 -33%
BJL
17
Brighton Jones LLC
Washington
$43.7M 371,571 -26,057 -7%
Goldman Sachs
18
Goldman Sachs
New York
$41.6M 352,954 +17,541 +5%
LPL Financial
19
LPL Financial
California
$34.3M 291,569 -2,664 -0.9%
TCT
20
TIAA CREF Trust
Missouri
$32.9M 279,263 -2,521 -0.9%
US Bancorp
21
US Bancorp
Minnesota
$30.9M 262,179 +863 +0.3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$29.9M 254,105 +19,765 +8%
CNB
23
City National Bank
California
$29.5M 250,332 +120,733 +93%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.1M 213,507 -674,252 -76%
WRTC
25
Wind River Trust Company
Wyoming
$24.2M 205,188 +8,832 +4%
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