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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
226
BBR Partners
New York
$320K +$320K +2,496 New
CAW
227
Cornerstone Advisors (Washington)
Washington
$319K -$74.2K -579 -19%
IA
228
IFP Advisors
Florida
$318K -$40.5K -316 -11%
KA
229
Kovack Advisors
Florida
$308K +$4.99K +39 +2%
IUHSA
230
Itau Unibanco Holding S.A.
Brazil
$304K +$304K +2,371 New
CPO
231
Cerity Partners OCIO
New York
$302K -$33.8K -264 -10%
AA
232
Ancora Advisors
Ohio
$302K – – –
PIM
233
Penobscot Investment Management
Massachusetts
$299K – – –
I
234
IberiaBank
Louisiana
$294K -$25.5K -199 -8%
UBWV
235
United Bank (West Virginia)
West Virginia
$294K – – –
CFA
236
Capstone Financial Advisors
Illinois
$294K -$285K – –
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$290K +$234K +1,829 +420%
TFCP
238
Twin Focus Capital Partners
Massachusetts
$288K -$422K -3,287 -59%
BDF
239
Balasa Dinverno & Foltz
$286K – – –
SC
240
Savant Capital
Illinois
$271K – – –
CG
241
Corundum Group
Colorado
$271K +$4.61K +36 +2%
CCFCSB
242
Cape Cod Five Cents Savings Bank
Massachusetts
$263K -$39K -304 -13%
GMA
243
Goldstein Munger & Associates
California
$262K -$28.2K -220 -10%
AssetMark Inc
244
AssetMark Inc
California
$262K – – –
CCM
245
Colorado Capital Management
Colorado
$262K +$262K +2,042 New
PFS
246
Prospera Financial Services
Texas
$260K – – –
VWA
247
V Wealth Advisors
Kansas
$256K +$12.9K +100 +5%
RCM
248
Rain Capital Management
Oregon
$255K – – –
GA
249
Geneva Advisors
Illinois
$253K -$93.3K -729 -27%
CL
250
Choreo LLC
Illinois
$253K -$20.3K -158 -7%
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