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iShares Russell 3000 ETF
IWV

Overview Fund Activity

279 hedge funds and large institutions have $3.07B invested in iShares Russell 3000 ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 10 closing their positions.

Holders
279
Holders Change
+43
Holders Change %
+18.22%
% of All Funds
7.45%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.83%
New
56
Increased
86
Reduced
75
Closed
10
Calls
$7.85M
Puts
$4.06M
Net Calls
+$3.79M
Net Calls Change
-$4.44M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$90.5M
2
UBS Group
2
UBS Group
Switzerland
$68.9M
3
Bessemer Group
3
Bessemer Group
New Jersey
$48.9M
4
SCM
4
SCS Capital Management
Massachusetts
$626M
5
Bank of America
5
Bank of America
North Carolina
$241M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SP
4
Stairway Partners
Illinois
$27.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$626M 5,117,740 +207,698 +4%
Bank of America
2
Bank of America
North Carolina
$241M 1,973,951 +166,481 +9%
EK
3
Evensky & Katz
Florida
$153M 1,248,968 -39,540 -3%
P
4
Pitcairn
Pennsylvania
$130M 1,066,469 +119,200 +13%
Northern Trust
5
Northern Trust
Illinois
$105M 858,323 +125,915 +17%
BTS
6
BB&T Securities
Virginia
$90.5M 74,000 +74,000 New
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$81.3M 665,186 +13,754 +2%
Aviva
8
Aviva
United Kingdom
$75.3M 615,794 +1,970 +0.3%
UBS Group
9
UBS Group
Switzerland
$68.9M 563,161 +563,161 New
Goldman Sachs
10
Goldman Sachs
New York
$66.1M 540,825 +132,171 +32%
B
11
Barings
North Carolina
$63.3M 517,889 -69,400 -12%
TWM
12
Tanglewood Wealth Management
Texas
$60M 490,613 +79,860 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$57.3M 468,637 -34,921 -7%
CAL
14
Capital Analysts LLC
Pennsylvania
$55.6M 454,400 +23,032 +5%
Stifel Financial
15
Stifel Financial
Missouri
$53.6M 438,180 -102,711 -19%
UCFA
16
United Capital Financial Advisors
Texas
$49M 400,629 -43,774 -10%
Bessemer Group
17
Bessemer Group
New Jersey
$48.9M 400,229 +368,700 +1,169%
Morgan Stanley
18
Morgan Stanley
New York
$46.8M 382,680 +28,478 +8%
LPL Financial
19
LPL Financial
California
$43.3M 354,475 +65,625 +23%
BJL
20
Brighton Jones LLC
Washington
$39M 318,891 -37,079 -10%
TCT
21
TIAA CREF Trust
Missouri
$33.2M 271,477 +1,081 +0.4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$30.8M 251,982 -18,955 -7%
US Bancorp
23
US Bancorp
Minnesota
$30.6M 250,517 -75,077 -23%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$30.2M 247,311 -694,890 -74%
CNB
25
City National Bank
California
$27.5M 225,117 -24,261 -10%
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