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iShares Russell 3000 ETF
IWV

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
35
Increased
87
Reduced
100
Closed
23
Calls
$1.03M
Puts
$2.12M
Net Calls
-$1.09M
Net Calls Change
-$4.88M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$732M
2
RMDI
2
R.M. Davis Inc
Maine
$49.1M
3
UBS Group
3
UBS Group
Switzerland
$99.2M
4
State Board of Administration of Florida Retirement System
4
State Board of Administration of Florida Retirement System
Florida
$14.6M
5
GAG
5
GM Advisory Group
New York
$30.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$2.33M
2
Bank of America
2
Bank of America
North Carolina
$183M
3
P
3
Pitcairn
Pennsylvania
$110M
4
MAA
4
Managed Account Advisors
New Jersey
$5.09M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$732M 5,908,938 +791,198 +15%
Bank of America
2
Bank of America
North Carolina
$183M 1,476,457 -497,494 -25%
EK
3
Evensky & Katz
Florida
$158M 1,275,770 +26,802 +2%
P
4
Pitcairn
Pennsylvania
$110M 889,279 -177,190 -17%
Northern Trust
5
Northern Trust
Illinois
$107M 863,565 +5,242 +0.6%
UBS Group
6
UBS Group
Switzerland
$99.2M 800,779 +237,618 +42%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$82.3M 664,456 -730 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$69M 556,765 +15,940 +3%
Aviva
9
Aviva
United Kingdom
$68.6M 554,067 -61,727 -10%
B
10
Barings
North Carolina
$63.8M 515,489 -2,400 -0.5%
TWM
11
Tanglewood Wealth Management
Texas
$60.9M 491,647 +1,034 +0.2%
CAL
12
Capital Analysts LLC
Pennsylvania
$56M 451,824 -2,576 -0.6%
Bessemer Group
13
Bessemer Group
New Jersey
$49.6M 400,229 – –
RMDI
14
R.M. Davis Inc
Maine
$49.1M 396,827 +396,827 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$46.7M 377,198 -91,439 -20%
LPL Financial
16
LPL Financial
California
$41.3M 334,289 -20,186 -6%
Morgan Stanley
17
Morgan Stanley
New York
$40M 323,086 -59,594 -16%
Stifel Financial
18
Stifel Financial
Missouri
$39.7M 320,867 -117,313 -27%
BJL
19
Brighton Jones LLC
Washington
$37.6M 303,889 -15,002 -5%
UCFA
20
United Capital Financial Advisors
Texas
$37.6M 302,203 -98,426 -25%
TCT
21
TIAA CREF Trust
Missouri
$33.7M 271,714 +237 +0.1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$31.2M 251,881 -101 -0%
US Bancorp
23
US Bancorp
Minnesota
$30.9M 249,264 -1,253 -0.5%
GAG
24
GM Advisory Group
New York
$30.4M 245,379 +96,155 +64%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$28.4M 229,291 -18,020 -7%
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