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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
$326M
2
Bank of America
Bank of America
North Carolina
$170M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
Goldman Sachs
New York
$87M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
United Capital Financial Advisors
Texas
$26.2M
4
BJL
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
326
Empirical Finance
Pennsylvania
$41K +$41K +306 New
BC
327
Bartlett & Co
Ohio
$40K – – –
CHC
328
City Holding Co
West Virginia
$34K – – –
LWMT
329
Legacy Wealth Management (Tennessee)
Tennessee
$33.4K +$33.4K +251 New
DAM
330
Delta Asset Management
Tennessee
$33K -$133 -1 -0.4%
DSC
331
Duncker Streett & Co
Missouri
$32K – – –
TWA
332
TCI Wealth Advisors
Arizona
$31K – – –
JAM
333
JCIC Asset Management
Ontario, Canada
$25K -$12.2K -90 -33%
SAM
334
Shamrock Asset Management
Texas
$25K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23K +170 New
SQA
336
Simon Quick Advisors
New Jersey
$23K +$23K +175 New
TC
337
Trust Company
Kansas
$22K +$22K +166 New
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$21K – – –
CFA
339
Carroll Financial Associates
North Carolina
$21K – – –
CAL
340
Capital Advisors Ltd
Ohio
$20K +$20K +150 New
BL
341
Balentine LLC
Georgia
$18K – – –
RCA
342
Rowland Carmichael Advisors
Arizona
$16K – – –
FFW
343
Fusion Family Wealth
New York
$15K +$15K +117 New
AAP
344
Arax Advisory Partners
Colorado
$10K +$10K +72 New
AIP
345
Ameritas Investment Partners
Nebraska
$8K -$10.9K -87 -58%
MA
346
MCF Advisors
Kentucky
$7K – – –
IDBONY
347
Israel Discount Bank of New York
New York
$7K +$7K +50 New
BIG
348
Bellwether Investment Group
Tennessee
$7K +$7K +52 New
TDC
349
Thompson Davis & Co
Virginia
$5K – – –
RFM
350
Royal Fund Management
Florida
$5K +$5K +42 New
11 12 13
14
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