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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 %
BlackRock
276
BlackRock
New York
$88K +$24.3K +200 +38%
WEC
277
Winslow Evans & Crocker
Massachusetts
$85.8K – – –
AC
278
Alexandria Capital
Virginia
$84K – – –
QCG
279
Quadrant Capital Group
Ohio
$81K – – –
IF
280
Ironwood Financial
Arizona
$79K +$79K +653 New
PO
281
Private Ocean
California
$77K +$608 +5 +0.8%
SWA
282
Sutton Wealth Advisors
Florida
$68.3K +$68.3K +565 New
GWM
283
Gupta Wealth Management
California
$61K – – –
CWM
284
Cranbrook Wealth Management
Michigan
$56K – – –
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$53K +$53K +435 New
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$45K – – –
WA
287
Winfield Associates
Ohio
$44K – – –
WA
288
WestEnd Advisors
North Carolina
$41.6K -$5.56K -46 -12%
BC
289
Bartlett & Co
Ohio
$36K – – –
HFA
290
High Falls Advisors
New York
$36K – – –
IWM
291
Integrated Wealth Management
California
$34K – – –
DAM
292
Delta Asset Management
Tennessee
$30K – – –
RCA
293
Rowland Carmichael Advisors
Arizona
$30K +$30K +250 New
AIP
294
Ameritas Investment Partners
Nebraska
$29K -$1.3K -11 -4%
DSC
295
Duncker Streett & Co
Missouri
$29K – – –
TWA
296
TCI Wealth Advisors
Arizona
$28K – – –
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$120 +1 +0.5%
CFA
298
Carroll Financial Associates
North Carolina
$19K +$19K +161 New
SAM
299
Shamrock Asset Management
Texas
$18K – – –
ACM
300
Argentus Capital Management
Texas
$18K +$12.5K +101 +224%
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