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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 %
ICRM
326
Insight Capital Research & Management
California
– -$1.6M -13,300 Closed
FWIA
327
Fort Washington Investment Advisors
Ohio
– -$1.36M -11,291 Closed
State Board of Administration of Florida Retirement System
328
State Board of Administration of Florida Retirement System
Florida
– -$1.28M -10,635 Closed
TCM
329
Tran Capital Management
California
– -$1.18M -9,832 Closed
VFS
330
VSR Financial Services
Kansas
– -$798K -6,636 Closed
VFA
331
Voya Financial Advisors
Connecticut
– -$617K -5,077 Closed
GLA
332
Great Lakes Advisors
Illinois
– -$569K -4,733 Closed
CAM
333
Congress Asset Management
Massachusetts
– -$502K -4,176 Closed
RP
334
Reinhart Partners
Wisconsin
– -$479K -3,980 Closed
SAM
335
Steinberg Asset Management
New York
– -$439K -3,650 Closed
CCS
336
Crosspoint Capital Strategies
California
– -$379K -3,099 Closed
FHA
337
First Horizon Advisors
Tennessee
– -$350K -2,912 Closed
PA
338
Parkside Advisors
California
– -$314K -2,759 Closed
NED
339
Nancy E. Dempze
– -$285K -2,370 Closed
BFPW
340
BOK Financial Private Wealth
Colorado
– -$242K -2,009 Closed
CFA
341
Camarda Financial Advisors
Florida
– -$214K -1,782 Closed
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
– -$130K -1,078 Closed
AIM
343
Advantage Investment Management
Iowa
– -$91K -754 Closed
DADC
344
D.A. Davidson & Co
Montana
– -$15K -125 Closed
AAC
345
Asset Advisors Corp
Georgia
– -$12K -103 Closed
DBT
346
Dubuque Bank & Trust
Iowa
– -$8K -64 Closed
HDIM
347
Hanson & Doremus Investment Management
Vermont
– -$3K -28 Closed
KM
348
Kalos Management
Georgia
– -$19K – –
OCM
349
Osterweis Capital Management
California
– -$568K – –
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