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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 %
TIM
276
Tortoise Investment Management
New York
$99K – – –
LWCFA
277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90K – – –
WEC
278
Winslow Evans & Crocker
Massachusetts
$88.1K – – –
AC
279
Alexandria Capital
Virginia
$86K – – –
QCG
280
Quadrant Capital Group
Ohio
$81K – – –
PO
281
Private Ocean
California
$79K – – –
SEI Investments
282
SEI Investments
Pennsylvania
$76K -$186K -1,497 -71%
IF
283
Ironwood Financial
Arizona
$76K -$5.09K -41 -6%
SWA
284
Sutton Wealth Advisors
Florida
$70.1K – – –
WA
285
Winfield Associates
Ohio
$61K +$15.9K +128 +35%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
CWM
287
Cranbrook Wealth Management
Michigan
$49K -$9.08K -73 -16%
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
WA
289
WestEnd Advisors
North Carolina
$43.4K +$744 +6 +2%
BC
290
Bartlett & Co
Ohio
$37K – – –
HFA
291
High Falls Advisors
New York
$36K – – –
DAM
292
Delta Asset Management
Tennessee
$31K – – –
DSC
293
Duncker Streett & Co
Missouri
$30K – – –
TWA
294
TCI Wealth Advisors
Arizona
$29K – – –
CHC
295
City Holding Co
West Virginia
$29K +$18.8K +149 +184%
AIP
296
Ameritas Investment Partners
Nebraska
$28K -$2.08K -17 -7%
SAM
297
Shamrock Asset Management
Texas
$24K +$5.05K +40 +27%
CFA
298
Carroll Financial Associates
North Carolina
$19K – – –
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$19K +$19K +155 New
ACM
300
Argentus Capital Management
Texas
$18K – – –
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12
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