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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 %
BL
301
Balentine LLC
Georgia
$16K -$22.2K -187 -58%
CG
302
Cutler Group
California
$16K -$5.17K -43 -24%
HF
303
Hoxton Financial
West Virginia
$14K – – –
UFA
304
US Financial Advisors
Massachusetts
$10K -$1.22K -10 -11%
CHC
305
City Holding Co
West Virginia
$10K +$10K +81 New
NFG
306
Next Financial Group
Texas
$9K +$9K +77 New
RWG
307
Regal Wealth Group
California
$4K – – –
TDC
308
Thompson Davis & Co
Virginia
$4K – – –
OCM
309
One Capital Management
California
$1.22K +$10 +84 +0.8%
GA
310
Glenhill Advisors
New York
– -$14M -116,366 Closed
FBFS
311
First Business Financial Services
Wisconsin
– -$12.1M -100,903 Closed
SCM
312
Sterling Capital Management
North Carolina
– -$9.15M -76,049 Closed
Federated Hermes
313
Federated Hermes
Pennsylvania
– -$6.68M -55,484 Closed
Diamond Hill Capital Management
314
Diamond Hill Capital Management
Ohio
– -$5.03M -41,830 Closed
WIM
315
Weitz Investment Management
Nebraska
– -$5M -41,515 Closed
JWM
316
Jackson Wealth Management
Florida
– -$4.21M -37,041 Closed
RIA
317
Regal Investment Advisors
Michigan
– -$3.98M -33,118 Closed
DSA
318
Davis Selected Advisers
Arizona
– -$3.94M -32,718 Closed
ZIM
319
Zacks Investment Management
Illinois
– -$3.14M -26,081 Closed
OSAM
320
O'Shaughnessy Asset Management
Connecticut
– -$2.74M -22,737 Closed
FMT
321
First Mercantile Trust
Tennessee
– -$2.7M -22,422 Closed
HK
322
Horizon Kinetics
New York
– -$2.55M -21,187 Closed
EBSAM
323
Eubel Brady & Suttman Asset Management
Ohio
– -$1.89M -15,675 Closed
FM
324
Forward Management
California
– -$1.86M -15,435 Closed
SS
325
Simplicity Solutions
Minnesota
– -$1.7M -14,141 Closed
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