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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$204M
2
CS
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
LPL Financial
California
$102M
4
SIM
Sigma Investment Management
Oregon
$26M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$111M
2
TWM
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
Stifel Financial
Missouri
$23.5M
4
TA
Teachers Advisors
New York
$9.72M
5
RJA
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
226
IberiaBank
Louisiana
$301K – – –
Creative Planning
227
Creative Planning
Kansas
$294K +$110K +912 +60%
SI
228
SII Investments
Wisconsin
$290K +$290K +2,397 New
FB
229
Fulton Bank
Pennsylvania
$289K -$16.3K -135 -5%
CG
230
Corundum Group
Colorado
$288K +$23K +190 +9%
SCM
231
Symons Capital Management
Pennsylvania
$287K +$17.9K +148 +7%
CCFCSB
232
Cape Cod Five Cents Savings Bank
Massachusetts
$285K -$1.21K -10 -0.4%
KA
233
Kovack Advisors
Florida
$284K -$2.17K -18 -0.8%
PIM
234
Penobscot Investment Management
Massachusetts
$282K – – –
CPO
235
Cerity Partners OCIO
New York
$280K -$175K -1,454 -39%
BCM
236
Becker Capital Management
Oregon
$280K – – –
CFA
237
Capstone Financial Advisors
Illinois
$277K -$292K – –
UBWV
238
United Bank (West Virginia)
West Virginia
$277K – – –
GMA
239
Goldstein Munger & Associates
California
$274K +$242 +2 +0.1%
CL
240
Choreo LLC
Illinois
$272K +$14.9K +123 +6%
BDF
241
Balasa Dinverno & Foltz
$269K +$121 +1 +0%
SPWA
242
SteelBridge Private Wealth Advisors
Florida
$259K +$259K +2,140 New
SC
243
Savant Capital
Illinois
$256K – – –
SEI Investments
244
SEI Investments
Pennsylvania
$255K -$484K -4,004 -66%
AA
245
Ancora Advisors
Ohio
$255K +$255K +2,110 New
TC
246
Trust Company
Kansas
$254K +$155K +1,285 +157%
ICAS
247
Investors Capital Advisory Services
Massachusetts
$251K -$9.64K -80 -4%
AssetMark Inc
248
AssetMark Inc
California
$247K – – –
PFS
249
Prospera Financial Services
Texas
$245K – – –
RFC
250
Regions Financial Corp
Alabama
$243K – – –
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10
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