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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$270M
2
AQR Capital Management
AQR Capital Management
Connecticut
$148M
3
LPL Financial
LPL Financial
California
$75.4M
4
TA
Teachers Advisors
New York
$28M
5
P
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$645M
2
TWM
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
UBS Group
Switzerland
$58.1M
4
AL
Aspiriant LLC
California
$7.15M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
226
Cornerstone Advisors (Washington)
Washington
$413K +$361 +3 +0.1%
NEAM
227
New England Asset Management
Connecticut
$403K – – –
RPGK
228
Retirement Planning Group (Kansas)
Kansas
$389K – – –
FCI
229
Financial Counselors Inc
Kansas
$386K +$52.9K +440 +16%
CCS
230
Crosspoint Capital Strategies
California
$379K +$379K +3,099 New
GA
231
Geneva Advisors
Illinois
$376K +$87.7K +729 +30%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$375K +$159K +1,321 +74%
SCG
233
Sonata Capital Group
Washington
$373K – – –
CB
234
Chemical Bank
Michigan
$367K +$6.02K +50 +2%
BEC
235
Blue Edge Capital
Virginia
$361K – – –
M&T Bank
236
M&T Bank
New York
$353K +$41.1K +341 +13%
SCM
237
SOL Capital Management
Maryland
$352K – – –
FHA
238
First Horizon Advisors
Tennessee
$350K +$350K +2,912 New
PA
239
Paracle Advisors
Washington
$343K +$120 +1 +0%
HCIA
240
Hochman Cole Investment Advisors
Illinois
$322K +$322K +2,679 New
PA
241
Parkside Advisors
California
$314K – – –
BHIA
242
Birch Hill Investment Advisors
Massachusetts
$305K – – –
FB
243
Fulton Bank
Pennsylvania
$304K – – –
I
244
IberiaBank
Louisiana
$300K +$29.7K +247 +11%
CFA
245
Capstone Financial Advisors
Illinois
$292K -$277K -2,430 Closed
CCFCSB
246
Cape Cod Five Cents Savings Bank
Massachusetts
$285K -$34.1K -283 -11%
NED
247
Nancy E. Dempze
$285K +$285K +2,370 New
KA
248
Kovack Advisors
Florida
$285K +$285K +2,372 New
FPCG
249
Fort Pitt Capital Group
Pennsylvania
$284K +$72.3K +600 +34%
PIM
250
Penobscot Investment Management
Massachusetts
$281K +$281K +2,332 New
8 9
10
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