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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trust Company
Kansas
$48K +$48K +386 New
NFG
252
Next Financial Group
Texas
$47K – – –
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
WA
254
Winfield Associates
Ohio
$45K – – –
BC
255
Bartlett & Co
Ohio
$37K – – –
IWM
256
Integrated Wealth Management
California
$35K – – –
DAM
257
Delta Asset Management
Tennessee
$32K -$5.9K -47 -16%
AIP
258
Ameritas Investment Partners
Nebraska
$30K -$2.35K -19 -7%
DSC
259
Duncker Streett & Co
Missouri
$30K – – –
TWA
260
TCI Wealth Advisors
Arizona
$29K – – –
PVH
261
Psagot Value Holdings
Israel
$27K +$27K +218 New
SAM
262
Shamrock Asset Management
Texas
$19K – – –
BL
263
Balentine LLC
Georgia
$17K – – –
HF
264
Hoxton Financial
West Virginia
$15K – – –
ClearBridge Investments
265
ClearBridge Investments
New York
$13K -$12.5K -99 -49%
AAC
266
Asset Advisors Corp
Georgia
$13K +$13K +103 New
SF
267
Synovus Financial
Georgia
$11K -$382K -3,163 -97%
UFA
268
US Financial Advisors
Massachusetts
$11K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
PIA
270
Peachtree Investment Advisors
Georgia
$8K – – –
DBT
271
Dubuque Bank & Trust
Iowa
$8K – – –
PSI
272
Pinnacle Summer Investments
Virginia
$6K – – –
MA
273
MCF Advisors
Kentucky
$6K – – –
Federated Hermes
274
Federated Hermes
Pennsylvania
$6K +$6K +52 New
GWM
275
Gupta Wealth Management
California
$5K +$5K +44 New
9 10
11
12 13