IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$315M
2
Bank of America
Bank of America
North Carolina
+$60.8M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$49.4M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27.6M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$34.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
3
UCFA
United Capital Financial Advisors
Texas
-$24.2M
4
BJL
Brighton Jones LLC
Washington
-$20.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Symons Capital Management
Pennsylvania
$517K -$4.92K -37 -0.9%
GIA
227
GHP Investment Advisors
Colorado
$487K +$665 +5 +0.1%
NIA
228
Northstar Investment Advisors
Colorado
$485K – – –
PFBT
229
Parkside Financial Bank & Trust
Missouri
$478K – – –
PJSIMP
230
P.J. Schmidt Investment Management (PJS)
Wisconsin
$465K – – –
SHCM
231
Stokes & Hubbell Capital Management
Louisiana
$465K – – –
FNBT
232
FineMark National Bank & Trust
Florida
$462K – – –
AIP
233
ARS Investment Partners
New York
$457K +$457K +3,435 New
M&T Bank
234
M&T Bank
New York
$449K -$30.6K -230 -6%
NEAM
235
New England Asset Management
Connecticut
$445K – – –
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$430K – – –
FCI
237
Financial Counselors Inc
Kansas
$420K +$420K +3,158 New
BTS
238
BB&T Securities
Virginia
$403K – – –
CB
239
Chemical Bank
Michigan
$402K +$1.46K +11 +0.4%
BEC
240
Blue Edge Capital
Virginia
$399K – – –
PA
241
Paracle Advisors
Washington
$395K +$15.4K +116 +4%
SCM
242
SOL Capital Management
Maryland
$389K – – –
DSA
243
Davis Selected Advisers
Arizona
$386K +$386K +2,903 New
SCG
244
Sonata Capital Group
Washington
$372K -$39.9K -300 -10%
BHIA
245
Birch Hill Investment Advisors
Massachusetts
$370K +$2.93K +22 +0.8%
IA
246
IFP Advisors
Florida
$367K +$37K +278 +11%
FB
247
Fulton Bank
Pennsylvania
$356K – – –
HCIA
248
Hochman Cole Investment Advisors
Illinois
$356K – – –
CTC
249
Central Trust Company
Missouri
$354K – – –
GT
250
Glenview Trust
Kentucky
$345K +$345K +2,598 New
8 9
10
11 12