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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
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
301
Balentine LLC
Georgia
$17K – – –
RCA
302
Rowland Carmichael Advisors
Arizona
$15K – – –
Manulife (Manufacturers Life Insurance)
303
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$4.68K +36 +56%
MA
304
MCF Advisors
Kentucky
$6K – – –
RWG
305
Regal Wealth Group
California
$4K – – –
TDC
306
Thompson Davis & Co
Virginia
$4K – – –
WP
307
WealthPLAN Partners
Nebraska
$3.82K +$3.82K +30 New
RFA
308
Reilly Financial Advisors
California
$2K +$2K +13 New
FMP
309
Financial Management Professionals
Texas
$1K +$1K +8 New
PMFA
310
Plante Moran Financial Advisors
Michigan
$1K +$1K +10 New
MSWM
311
Mader & Shannon Wealth Management
Missouri
– -$17.9M -144,403 Closed
TC
312
Trust Company
Kansas
– -$17.9M -144,279 Closed
NYLIM
313
New York Life Investment Management
New York
– -$7.11M -57,335 Closed
EPP
314
ETF Portfolio Partners
Kansas
– -$2.87M -42,036 Closed
GA
315
Glenhill Advisors
New York
– -$4.96M -40,000 Closed
Luther King Capital Management (LKCM)
316
Luther King Capital Management (LKCM)
Texas
– -$1.24M -10,016 Closed
RDM
317
Retirement Design & Management
Connecticut
– -$828K -6,678 Closed
NSCM
318
New South Capital Management
Tennessee
– -$719K -5,800 Closed
BCI
319
Brinker Capital Investments
Pennsylvania
– -$547K -4,412 Closed
PPA
320
Parametric Portfolio Associates
Washington
– -$521K -4,197 Closed
NPC
321
National Planning Corporation
California
– -$371K -2,916 Closed
WA
322
WESPAC Advisors
California
– -$307K -2,472 Closed
JFA
323
JNBA Financial Advisors
Minnesota
– -$225K -1,814 Closed
SEI Investments
324
SEI Investments
Pennsylvania
– -$76K -611 Closed
HFA
325
High Falls Advisors
New York
– -$36K -302 Closed
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13
14