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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 %
PG
276
Patten Group
Tennessee
$182K +$54.1K +450 +42%
SG Americas Securities
277
SG Americas Securities
New York
$180K +$180K +1,492 New
BWA
278
Burt Wealth Advisors
Maryland
$158K +$79K +1,200 +100%
ASN
279
Advisory Services Network
Georgia
$151K – – –
IA
280
IFP Advisors
Florida
$146K +$146K +1,214 New
BIM
281
BlackRock Investment Management
Delaware
$140K – – –
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$130K +$130K +1,078 New
VHAM
283
Van Hulzen Asset Management
California
$102K +$102K +850 New
TC
284
Trust Company
Kansas
$98.2K -$2.41K -20 -2%
TIM
285
Tortoise Investment Management
New York
$96K – – –
AIM
286
Advantage Investment Management
Iowa
$91K +$3.14K +26 +4%
DIA
287
Davidson Investment Advisors
Montana
$90K – – –
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K +$87K +725 New
WEC
289
Winslow Evans & Crocker
Massachusetts
$85.4K – – –
AC
290
Alexandria Capital
Virginia
$83K +$240 +2 +0.3%
QCG
291
Quadrant Capital Group
Ohio
$79K -$55.1K -460 -41%
PO
292
Private Ocean
California
$76K -$17.7K -146 -19%
BlackRock
293
BlackRock
New York
$63K +$63K +525 New
GWM
294
Gupta Wealth Management
California
$60K – – –
CWM
295
Cranbrook Wealth Management
Michigan
$56K -$5.76K -48 -9%
WA
296
WestEnd Advisors
North Carolina
$46.9K – – –
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$45K – – –
WA
298
Winfield Associates
Ohio
$44K – – –
BL
299
Balentine LLC
Georgia
$39K +$22.6K +187 +139%
BC
300
Bartlett & Co
Ohio
$36K – – –
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