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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$315M
2
Bank of America
Bank of America
North Carolina
+$60.8M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$49.4M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27.6M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$34.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
3
UCFA
United Capital Financial Advisors
Texas
-$24.2M
4
BJL
Brighton Jones LLC
Washington
-$20.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
251
Evanson Asset Management
California
$335K -$105K -793 -24%
Creative Planning
252
Creative Planning
Kansas
$333K -$12.6K -95 -4%
RSA
253
Robertson Stephens Advisors
California
$331K +$331K +2,490 New
KA
254
Kovack Advisors
Florida
$320K – – –
BDF
255
Balasa Dinverno & Foltz
$319K +$22.2K +167 +7%
CPO
256
Cerity Partners OCIO
New York
$317K +$3.2K +24 +1%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$315K +$315K +2,371 New
AA
258
Ancora Advisors
Ohio
$313K – – –
IUHSA
259
Itau Unibanco Holding S.A.
Brazil
$312K -$3.59K -27 -1%
PIM
260
Penobscot Investment Management
Massachusetts
$310K – – –
I
261
IberiaBank
Louisiana
$305K – – –
UBWV
262
United Bank (West Virginia)
West Virginia
$305K – – –
CFA
263
Capstone Financial Advisors
Illinois
$305K -$294K – –
FPCG
264
Fort Pitt Capital Group
Pennsylvania
$290K +$31.9K +240 +12%
AAM
265
Aureus Asset Management
Massachusetts
$289K +$289K +2,174 New
SC
266
Savant Capital
Illinois
$281K – – –
CCFCSB
267
Cape Cod Five Cents Savings Bank
Massachusetts
$280K +$7.31K +55 +3%
CG
268
Corundum Group
Colorado
$279K -$2.13K -16 -0.8%
AssetMark Inc
269
AssetMark Inc
California
$272K – – –
PFS
270
Prospera Financial Services
Texas
$272K – – –
CCM
271
Colorado Capital Management
Colorado
$271K – – –
TFCP
272
Twin Focus Capital Partners
Massachusetts
$266K -$31.9K -240 -11%
JWBC
273
J.W. Burns & Co
New York
$266K +$266K +2,000 New
VIA
274
Vantage Investment Advisors
Pennsylvania
$262K +$797 +6 +0.3%
GMA
275
Goldstein Munger & Associates
California
$259K -$12.6K -95 -5%
9 10
11
12 13