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iShares Russell 3000 ETF
IWV

Overview Fund Activity

236 hedge funds and large institutions have $2.76B invested in iShares Russell 3000 ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 25 closing their positions.

Holders
236
Holders Change
-10
Holders Change %
-4.07%
% of All Funds
6.85%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.75%
New
17
Increased
67
Reduced
87
Closed
25
Calls
$11.6M
Puts
$3.38M
Net Calls
+$8.23M
Net Calls Change
+$11.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$110M
2
TWM
2
Tanglewood Wealth Management
Texas
$48M
3
SCM
3
SCS Capital Management
Massachusetts
$573M
4
M&T Bank
4
M&T Bank
New York
$10.2M
5
US Bancorp
5
US Bancorp
Minnesota
$38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.3M
4
BIM
4
BlackRock Investment Management
Delaware
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$573M 4,910,042 +233,999 +5%
Bank of America
2
Bank of America
North Carolina
$211M 1,807,470 -1,045,055 -37%
EK
3
Evensky & Katz
Florida
$150M 1,288,508 +8,611 +0.7%
P
4
Pitcairn
Pennsylvania
$111M 947,269 -24,191 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$110M 942,201 +728,694 +341%
Northern Trust
6
Northern Trust
Illinois
$85.5M 732,408 +31,004 +4%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$76.1M 651,432 +22,795 +4%
Aviva
8
Aviva
United Kingdom
$71.7M 613,824 -59,631 -9%
U
9
UBS
Switzerland
$69M 591,028 +24,835 +4%
B
10
Barings
North Carolina
$68.6M 587,289 -5,200 -0.9%
Stifel Financial
11
Stifel Financial
Missouri
$63.2M 540,891 +6,586 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$58.8M 503,558 -79,137 -14%
UCFA
13
United Capital Financial Advisors
Texas
$51.9M 444,403 -83,588 -16%
CAL
14
Capital Analysts LLC
Pennsylvania
$50.4M 431,368 -8,174 -2%
TWM
15
Tanglewood Wealth Management
Texas
$48M 410,753 +397,385 +2,973%
Goldman Sachs
16
Goldman Sachs
New York
$47.7M 408,654 +55,700 +16%
BJL
17
Brighton Jones LLC
Washington
$41.6M 355,970 -15,601 -4%
Morgan Stanley
18
Morgan Stanley
New York
$41.4M 354,202 -41,266 -10%
SP
19
Stairway Partners
Illinois
$38.3M 328,347 -70,577 -18%
US Bancorp
20
US Bancorp
Minnesota
$38M 325,594 +63,415 +24%
LPL Financial
21
LPL Financial
California
$33.3M 288,850 -2,719 -0.9%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$31.6M 270,937 +16,832 +7%
TCT
23
TIAA CREF Trust
Missouri
$31.6M 270,396 -8,867 -3%
CNB
24
City National Bank
California
$29.1M 249,378 -954 -0.4%
WRTC
25
Wind River Trust Company
Wyoming
$24M 205,792 +604 +0.3%
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