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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
+$315M
2
Bank of America
Bank of America
North Carolina
+$60.8M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$49.4M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27.6M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$34.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
3
UCFA
United Capital Financial Advisors
Texas
-$24.2M
4
BJL
Brighton Jones LLC
Washington
-$20.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
301
BlackRock Investment Management
Delaware
$134K – – –
GWM
302
Geneos Wealth Management
Colorado
$114K -$13.3K -100 -10%
TIM
303
Tortoise Investment Management
New York
$106K – – –
DADC
304
D.A. Davidson & Co
Montana
$100K – – –
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K – – –
NCM
306
New Capital Management
Texas
$95K +$95K +718 New
WEC
307
Winslow Evans & Crocker
Massachusetts
$94.4K – – –
PA
308
Parallel Advisors
California
$92K +$92K +692 New
QCG
309
Quadrant Capital Group
Ohio
$87K – – –
PO
310
Private Ocean
California
$85K +$531 +4 +0.6%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$84K +$84K +631 New
GWA
312
Guidant Wealth Advisors
Illinois
$80K – – –
AC
313
Alexandria Capital
Virginia
$76K -$3.97K -30 -5%
SFS
314
Sowell Financial Services
Arkansas
$73K +$73K +526 New
AIM
315
Advantage Investment Management
Iowa
$67K -$26.3K -198 -28%
SWA
316
Sutton Wealth Advisors
Florida
$66.5K -$8.64K -65 -12%
WA
317
Winfield Associates
Ohio
$65K – – –
IF
318
Ironwood Financial
Arizona
$58K -$5.88K -44 -9%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$56.5K +$56.5K +425 New
GI
320
Gradient Investments
Minnesota
$53K +$53K +400 New
CWM
321
Cranbrook Wealth Management
Michigan
$52K – – –
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$50K – – –
YWP
323
YorkBridge Wealth Partners
New York
$48K +$48K +361 New
FWC
324
First Washington Corp
Washington
$47K +$47K +355 New
WA
325
WestEnd Advisors
North Carolina
$43.4K -$3.19K -24 -7%
11 12
13
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