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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
251
Vantage Investment Advisors
Pennsylvania
$252K +$384 +3 +0.2%
FPCG
252
Fort Pitt Capital Group
Pennsylvania
$249K – – –
MAS
253
Madden Advisory Services
Florida
$237K – – –
EWM
254
Evercore Wealth Management
New York
$236K +$76.9K +600 +48%
SPC
255
Sigma Planning Corp
Michigan
$234K +$513 +4 +0.2%
FWCM
256
Ferguson Wellman Capital Management
Oregon
$232K – – –
RCAG
257
Rehmann Capital Advisory Group
Michigan
$227K – – –
RFC
258
Regions Financial Corp
Alabama
$219K -$4.34K -34 -2%
GP
259
Girard Partners
Pennsylvania
$215K – – –
HA
260
Harfst & Associates
Wyoming
$215K +$5.13K +40 +2%
CWM
261
Concert Wealth Management
California
$214K -$93K -724 -30%
RWM
262
RKL Wealth Management
Pennsylvania
$206K – – –
BOS
263
Bingham Osborn & Scarborough
California
$201K +$201K +1,565 New
BlackRock
264
BlackRock
New York
$161K -$2.32K -18 -1%
ASN
265
Advisory Services Network
Georgia
$156K -$4.09K -32 -3%
ACM
266
Armbruster Capital Management
New York
$154K – – –
BWA
267
Burt Wealth Advisors
Maryland
$153K – – –
MCM
268
Manchester Capital Management
Vermont
$152K -$83.1K -650 -35%
IWM
269
Integrated Wealth Management
California
$152K – – –
DIA
270
Davidson Investment Advisors
Montana
$131K – – –
BIM
271
BlackRock Investment Management
Delaware
$129K +$25.9K +203 +25%
GWM
272
Geneos Wealth Management
Colorado
$123K -$5.89K -46 -5%
VHAM
273
Van Hulzen Asset Management
California
$109K – – –
TIM
274
Tortoise Investment Management
New York
$103K – – –
DADC
275
D.A. Davidson & Co
Montana
$96K +$96K +756 New
9 10
11
12 13