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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
226
Choreo LLC
Illinois
$236K – – –
MAS
227
Madden Advisory Services
Florida
$229K – – –
MCM
228
Manchester Capital Management
Vermont
$228K – – –
SCM
229
Symons Capital Management
Pennsylvania
$228K +$24.8K +200 +12%
FM
230
Forward Management
California
$223K +$223K +1,800 New
TSS
231
Two Sigma Securities
New York
$218K -$488K -3,939 -69%
FPCG
232
Fort Pitt Capital Group
Pennsylvania
$218K – – –
Brown Advisory
233
Brown Advisory
Maryland
$218K +$218K +1,761 New
HA
234
Harfst & Associates
Wyoming
$215K +$215K +1,735 New
BOS
235
Bingham Osborn & Scarborough
California
$202K – – –
EWM
236
Evercore Wealth Management
New York
$198K – – –
VIA
237
Vantage Investment Advisors
Pennsylvania
$190K -$189K -1,529 -50%
ASN
238
Advisory Services Network
Georgia
$156K +$36.4K +292 +30%
BWA
239
Burt Wealth Advisors
Maryland
$149K +$149K +1,200 New
BIM
240
BlackRock Investment Management
Delaware
$144K – – –
MFS
241
MSI Financial Services
Massachusetts
$118K -$37.7K -305 -24%
PO
242
Private Ocean
California
$103K +$247 +2 +0.2%
TIM
243
Tortoise Investment Management
New York
$99K – – –
AIM
244
Advantage Investment Management
Iowa
$98K +$38.1K +308 +64%
WEC
245
Winslow Evans & Crocker
Massachusetts
$88K – – –
AC
246
Alexandria Capital
Virginia
$85K – – –
DADC
247
D.A. Davidson & Co
Montana
$77K -$30.8K -250 -29%
CWM
248
Cranbrook Wealth Management
Michigan
$64K – – –
QCG
249
Quadrant Capital Group
Ohio
$57K +$57K +460 New
WA
250
WestEnd Advisors
North Carolina
$53.7K -$58.9K -475 -52%
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