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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 %
BCM
251
Becker Capital Management
Oregon
$279K -$2.77K -23 -1%
UBWV
252
United Bank (West Virginia)
West Virginia
$276K – – –
GT
253
Glenview Trust
Kentucky
$274K +$274K +2,277 New
GMA
254
Goldstein Munger & Associates
California
$272K – – –
SC
255
SouthState Corp
Florida
$268K -$44K -365 -14%
BDF
256
Balasa Dinverno & Foltz
$268K – – –
SCM
257
Symons Capital Management
Pennsylvania
$267K -$18.5K -154 -6%
ICAS
258
Investors Capital Advisory Services
Massachusetts
$260K – – –
CL
259
Choreo LLC
Illinois
$256K +$15.9K +132 +7%
SC
260
Savant Capital
Illinois
$254K – – –
JFA
261
JNBA Financial Advisors
Minnesota
$250K – – –
CG
262
Corundum Group
Colorado
$249K +$249K +2,193 New
AssetMark Inc
263
AssetMark Inc
California
$246K +$246K +2,044 New
PFS
264
Prospera Financial Services
Texas
$244K – – –
BFPW
265
BOK Financial Private Wealth
Colorado
$242K -$654K -5,427 -73%
RFC
266
Regions Financial Corp
Alabama
$242K -$66.2K -551 -21%
HFS
267
HL Financial Services
Kentucky
$231K – – –
FWCM
268
Ferguson Wellman Capital Management
Oregon
$230K -$17.5K -145 -7%
MAS
269
Madden Advisory Services
Florida
$223K – – –
MCM
270
Manchester Capital Management
Vermont
$221K – – –
CFA
271
Camarda Financial Advisors
Florida
$214K -$12.7K -106 -6%
HA
272
Harfst & Associates
Wyoming
$206K – – –
EWM
273
Evercore Wealth Management
New York
$192K – – –
VIA
274
Vantage Investment Advisors
Pennsylvania
$185K +$240 +2 +0.1%
Creative Planning
275
Creative Planning
Kansas
$183K -$9.01K -75 -5%
9 10
11
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