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

Top Sellers

1
EK
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$550K
3
CS
Credit Suisse
Switzerland
$5.13M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
TC
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K – – –
WEC
277
Winslow Evans & Crocker
Massachusetts
$91K – – –
AIM
278
Advantage Investment Management
Iowa
$90K +$90K +702 New
QCG
279
Quadrant Capital Group
Ohio
$84K – – –
PO
280
Private Ocean
California
$81K +$382 +3 +0.5%
AC
281
Alexandria Capital
Virginia
$77K -$11.1K -87 -13%
GWA
282
Guidant Wealth Advisors
Illinois
$75K +$75K +591 New
SWA
283
Sutton Wealth Advisors
Florida
$72.4K – – –
WA
284
Winfield Associates
Ohio
$63K – – –
IF
285
Ironwood Financial
Arizona
$61K -$17.1K -134 -22%
CWM
286
Cranbrook Wealth Management
Michigan
$51K – – –
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
WA
288
WestEnd Advisors
North Carolina
$44.9K – – –
BC
289
Bartlett & Co
Ohio
$38K – – –
JAM
290
JCIC Asset Management
Ontario, Canada
$35K +$35K +275 New
CHC
291
City Holding Co
West Virginia
$33K +$3.58K +28 +12%
DAM
292
Delta Asset Management
Tennessee
$32K – – –
DSC
293
Duncker Streett & Co
Missouri
$31K – – –
TWA
294
TCI Wealth Advisors
Arizona
$29K – – –
SAM
295
Shamrock Asset Management
Texas
$24K – – –
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
CFA
297
Carroll Financial Associates
North Carolina
$20K – – –
AIP
298
Ameritas Investment Partners
Nebraska
$19K -$9.82K -78 -34%
ACM
299
Argentus Capital Management
Texas
$17K -$2.09K -16 -11%
CG
300
Cutler Group
California
$17K – – –
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12
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