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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
251
Prospera Financial Services
Texas
$252K – – –
RCM
252
Rain Capital Management
Oregon
$246K +$35.5K +286 +17%
VIA
253
Vantage Investment Advisors
Pennsylvania
$244K – – –
FPCG
254
Fort Pitt Capital Group
Pennsylvania
$241K – – –
VWA
255
V Wealth Advisors
Kansas
$234K +$234K +1,890 New
MAS
256
Madden Advisory Services
Florida
$230K – – –
MCM
257
Manchester Capital Management
Vermont
$228K – – –
SPC
258
Sigma Planning Corp
Michigan
$226K +$226K +1,821 New
JFA
259
JNBA Financial Advisors
Minnesota
$225K – – –
FWCM
260
Ferguson Wellman Capital Management
Oregon
$224K -$12.4K -100 -5%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$219K – – –
RFC
262
Regions Financial Corp
Alabama
$217K -$32.9K -265 -13%
GP
263
Girard Partners
Pennsylvania
$208K -$18.3K -148 -8%
HA
264
Harfst & Associates
Wyoming
$203K -$10.2K -82 -5%
RWM
265
RKL Wealth Management
Pennsylvania
$200K +$200K +1,604 New
BlackRock
266
BlackRock
New York
$157K +$67.4K +545 +75%
ASN
267
Advisory Services Network
Georgia
$155K – – –
EWM
268
Evercore Wealth Management
New York
$154K – – –
ACM
269
Armbruster Capital Management
New York
$149K +$149K +1,204 New
BWA
270
Burt Wealth Advisors
Maryland
$148K – – –
IWM
271
Integrated Wealth Management
California
$147K +$112K +899 +318%
DIA
272
Davidson Investment Advisors
Montana
$127K – – –
GWM
273
Geneos Wealth Management
Colorado
$124K – – –
VHAM
274
Van Hulzen Asset Management
California
$105K – – –
BIM
275
BlackRock Investment Management
Delaware
$100K -$54.6K -441 -35%
9 10
11
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