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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 %
VIA
251
Vantage Investment Advisors
Pennsylvania
$237K +$51.2K +424 +28%
FPCG
252
Fort Pitt Capital Group
Pennsylvania
$235K -$50.2K -415 -18%
HFS
253
HL Financial Services
Kentucky
$232K – – –
FWCM
254
Ferguson Wellman Capital Management
Oregon
$231K – – –
SC
255
SouthState Corp
Florida
$227K -$42.4K -350 -16%
BTS
256
BB&T Securities
Virginia
$226K -$16.2M -134,735 -99%
MAS
257
Madden Advisory Services
Florida
$224K – – –
MCM
258
Manchester Capital Management
Vermont
$222K – – –
GP
259
Girard Partners
Pennsylvania
$221K +$221K +1,828 New
JFA
260
JNBA Financial Advisors
Minnesota
$219K -$32.1K -266 -13%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$214K -$163K -1,346 -43%
FA
262
FDx Advisors
Illinois
$212K -$7.66M -63,285 -97%
HA
263
Harfst & Associates
Wyoming
$207K +$120 +1 +0.1%
MA
264
MCF Advisors
Kentucky
$156K +$150K +1,240 +2,480%
ASN
265
Advisory Services Network
Georgia
$151K – – –
BIM
266
BlackRock Investment Management
Delaware
$151K +$10K +83 +7%
EWM
267
Evercore Wealth Management
New York
$150K -$42.8K -354 -22%
BWA
268
Burt Wealth Advisors
Maryland
$145K -$145K -1,200 -50%
SF
269
Synovus Financial
Georgia
$136K -$1.6M -13,125 -92%
DIA
270
Davidson Investment Advisors
Montana
$123K +$33K +275 +37%
GWM
271
Geneos Wealth Management
Colorado
$122K +$122K +1,006 New
VHAM
272
Van Hulzen Asset Management
California
$103K – – –
TIM
273
Tortoise Investment Management
New York
$97K – – –
IA
274
IFP Advisors
Florida
$88K -$117K -694 -57%
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K – – –
9 10
11
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