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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 %
BL
301
Balentine LLC
Georgia
$17K – – –
CG
302
Cutler Group
California
$16K – – –
RCA
303
Rowland Carmichael Advisors
Arizona
$15K -$16.3K -130 -52%
NFG
304
Next Financial Group
Texas
$9K – – –
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$15K -120 -65%
MA
306
MCF Advisors
Kentucky
$6K -$149K -1,240 -96%
BIG
307
Bellwether Investment Group
Tennessee
$6K +$6K +52 New
RWG
308
Regal Wealth Group
California
$4K – – –
TDC
309
Thompson Davis & Co
Virginia
$4K – – –
SCM
310
Southport Capital Management
Tennessee
$1K +$1K +9 New
FHC
311
First Heartland Consultants
Missouri
$799 +$33 +265 +4%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
– -$16.5M -136,799 Closed
NFM
313
North Forty Management
Washington
– -$3.49M -28,849 Closed
AIG
314
American International Group
New York
– -$3.49M -28,840 Closed
TRCT
315
Tower Research Capital (TRC)
New York
– -$3.11M -25,745 Closed
Citadel Advisors
316
Citadel Advisors
Florida
– -$2.22M -18,383 Closed
WP
317
WMS Partners
Maryland
– -$986K -8,157 Closed
RhumbLine Advisers
318
RhumbLine Advisers
Massachusetts
– -$516K -4,270 Closed
Jane Street
319
Jane Street
New York
– -$354K -2,930 Closed
PA
320
Paracle Advisors
Washington
– -$345K -2,855 Closed
BOS
321
Bingham Osborn & Scarborough
California
– -$303K -2,510 Closed
SI
322
SII Investments
Wisconsin
– -$290K -2,397 Closed
BCM
323
Becker Capital Management
Oregon
– -$280K -2,320 Closed
HFS
324
HL Financial Services
Kentucky
– -$232K -1,922 Closed
SC
325
SouthState Corp
Florida
– -$227K -1,875 Closed
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