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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 %
CG
351
Cutler Group
California
$4K -$12.1K -100 -75%
Manulife (Manufacturers Life Insurance)
352
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$9.33K -70 -70%
RWG
353
Regal Wealth Group
California
$4K +$125 +1 +3%
RFA
354
Reilly Financial Advisors
California
$2K – – –
FMP
355
Financial Management Professionals
Texas
$1K – – –
PK
356
Pflug Koory
Nebraska
$185 +$185 +1,390 New
UBS AM
357
UBS AM
Illinois
– -$8.16M -63,648 Closed
CS
358
Credit Suisse
Switzerland
– -$5.13M -39,991 Closed
BCM
359
Barometer Capital Management
Ontario, Canada
– -$2.88M -22,500 Closed
SG Americas Securities
360
SG Americas Securities
New York
– -$1.8M -14,026 Closed
VF
361
Virtu Financial
New York
– -$1.45M -11,300 Closed
CCM
362
Condor Capital Management
New Jersey
– -$812K -6,332 Closed
FPCP
363
Fort Point Capital Partners
California
– -$549K -4,284 Closed
CFC
364
Coyle Financial Counsel
Illinois
– -$539K -4,243 Closed
BP
365
BBR Partners
New York
– -$320K -2,496 Closed
VWA
366
V Wealth Advisors
Kansas
– -$256K -1,990 Closed
CWM
367
Concert Wealth Management
California
– -$214K -1,666 Closed
MCM
368
Manchester Capital Management
Vermont
– -$152K -1,189 Closed
IWM
369
Integrated Wealth Management
California
– -$152K -1,182 Closed
VHAM
370
Van Hulzen Asset Management
California
– -$109K -850 Closed
ACM
371
Argentus Capital Management
Texas
– -$17K -130 Closed
PMFA
372
Plante Moran Financial Advisors
Michigan
– -$1K -10 Closed
IC
373
Inverness Counsel
New York
– -$1.03M – –
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