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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
226
JNBA Financial Advisors
Minnesota
$237K -$23.4K -205 -9%
FWCM
227
Ferguson Wellman Capital Management
Oregon
$234K – – –
AWS
228
Aris Wealth Services
Pennsylvania
$233K -$35.7K -313 -13%
PFS
229
Prospera Financial Services
Texas
$231K +$231K +2,029 New
CL
230
Choreo LLC
Illinois
$228K +$10.6K +93 +5%
WA
231
WBH Advisory
Maryland
$220K +$455 +4 +0.2%
HFS
232
HL Financial Services
Kentucky
$219K -$8.89K -78 -4%
CFA
233
Camarda Financial Advisors
Florida
$215K +$215K +1,888 New
MAS
234
Madden Advisory Services
Florida
$211K – – –
MCM
235
Manchester Capital Management
Vermont
$209K – – –
RCAG
236
Rehmann Capital Advisory Group
Michigan
$204K +$204K +1,795 New
BCM
237
BTC Capital Management
Iowa
$203K +$203K +1,785 New
FPCG
238
Fort Pitt Capital Group
Pennsylvania
$200K – – –
HA
239
Harfst & Associates
Wyoming
$196K -$1.82K -16 -0.9%
EWM
240
Evercore Wealth Management
New York
$182K – – –
Creative Planning
241
Creative Planning
Kansas
$182K +$182K +1,599 New
VIA
242
Vantage Investment Advisors
Pennsylvania
$175K +$341 +3 +0.2%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$143K -$369K -3,249 -72%
ASN
244
Advisory Services Network
Georgia
$143K – – –
BWA
245
Burt Wealth Advisors
Maryland
$136K – – –
BIM
246
BlackRock Investment Management
Delaware
$133K – – –
QCG
247
Quadrant Capital Group
Ohio
$127K +$74.8K +660 +143%
PG
248
Patten Group
Tennessee
$121K +$121K +1,065 New
MFS
249
MSI Financial Services
Massachusetts
$114K +$5.67K +50 +5%
ACM
250
Argentus Capital Management
Texas
$107K +$107K +936 New
8 9
10
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