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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
$326M
2
Bank of America
Bank of America
North Carolina
$170M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
Goldman Sachs
New York
$87M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
United Capital Financial Advisors
Texas
$26.2M
4
BJL
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
276
Geneva Advisors
Illinois
$258K -$4.52K -34 -2%
SWPG
277
Strategic Wealth Partners Group
Illinois
$256K +$256K +1,923 New
CAW
278
Cornerstone Advisors (Washington)
Washington
$254K -$76.7K -577 -23%
MAS
279
Madden Advisory Services
Florida
$246K – – –
CL
280
Choreo LLC
Illinois
$240K -$22.5K -169 -9%
RCAG
281
Rehmann Capital Advisory Group
Michigan
$235K – – –
FWCM
282
Ferguson Wellman Capital Management
Oregon
$233K -$7.31K -55 -3%
RFC
283
Regions Financial Corp
Alabama
$228K – – –
APP
284
Avantax Planning Partners
Iowa
$227K +$227K +1,705 New
WB
285
WesBanco Bank
West Virginia
$227K +$227K +1,707 New
GP
286
Girard Partners
Pennsylvania
$223K – – –
HA
287
Harfst & Associates
Wyoming
$219K -$3.72K -28 -2%
RWM
288
RKL Wealth Management
Pennsylvania
$213K – – –
CASB
289
Cape Ann Savings Bank
Massachusetts
$210K +$210K +1,550 New
BOS
290
Bingham Osborn & Scarborough
California
$208K – – –
PS
291
Portfolio Solutions
Michigan
$207K +$207K +1,555 New
SPC
292
Sigma Planning Corp
Michigan
$205K -$37.6K -283 -16%
WJA
293
Williams Jones & Associates
New York
$201K +$201K +1,510 New
IC
294
Iconiq Capital
California
$200K +$200K +1,507 New
BWA
295
Burt Wealth Advisors
Maryland
$160K – – –
ACM
296
Armbruster Capital Management
New York
$160K – – –
BlackRock
297
BlackRock
New York
$156K -$10.4K -78 -6%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$143K -$3.73M -27,929 -96%
JFA
299
JNBA Financial Advisors
Minnesota
$140K +$140K +1,050 New
DIA
300
Davidson Investment Advisors
Montana
$136K – – –
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