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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 %
HFA
301
High Falls Advisors
New York
$36K +$36K +302 New
IWM
302
Integrated Wealth Management
California
$34K – – –
DAM
303
Delta Asset Management
Tennessee
$30K -$600 -5 -2%
AIP
304
Ameritas Investment Partners
Nebraska
$30K +$4.32K +37 +17%
DSC
305
Duncker Streett & Co
Missouri
$29K – – –
TWA
306
TCI Wealth Advisors
Arizona
$28K – – –
CG
307
Cutler Group
California
$21K +$21K +176 New
KM
308
Kalos Management
Georgia
$19K – – –
SAM
309
Shamrock Asset Management
Texas
$18K – – –
CFN
310
Cordasco Financial Network
Florida
$17K +$17K +140 New
DADC
311
D.A. Davidson & Co
Montana
$15K – – –
HF
312
Hoxton Financial
West Virginia
$14K – – –
AAC
313
Asset Advisors Corp
Georgia
$12K – – –
PSI
314
Pinnacle Summer Investments
Virginia
$12K +$6K +50 +100%
UFA
315
US Financial Advisors
Massachusetts
$11K – – –
DBT
316
Dubuque Bank & Trust
Iowa
$8K – – –
MA
317
MCF Advisors
Kentucky
$6K – – –
ACM
318
Argentus Capital Management
Texas
$5K -$99K -891 -95%
TDC
319
Thompson Davis & Co
Virginia
$4K – – –
RWG
320
Regal Wealth Group
California
$4K +$4K +31 New
HDIM
321
Hanson & Doremus Investment Management
Vermont
$3K – – –
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22 -$6 -54 -23%
Barclays
323
Barclays
United Kingdom
– -$1.62M -14,313 Closed
TRCT
324
Tower Research Capital (TRC)
New York
– -$1.27M -11,136 Closed
Citadel Advisors
325
Citadel Advisors
Florida
– -$1.05M -9,195 Closed
10 11 12
13
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