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iShares Russell 3000 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$24.6M -$1.08M -9,447 -4%
SP
27
Stairway Partners
Illinois
$24.1M -$53.4K -469 -0.2%
Ameriprise
28
Ameriprise
Minnesota
$22.6M +$13.4M +117,337 +145%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$20.1M +$3.53M +30,984 +21%
CNB
30
City National Bank
California
$19.5M -$3.69M -32,358 -16%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$18M +$1.01M +8,875 +6%
AL
32
Aspiriant LLC
California
$17.4M +$16.5M +144,706 +1,875%
WRTC
33
Wind River Trust Company
Wyoming
$17.3M -$4.27M -37,456 -20%
CB
34
Commerce Bank
Missouri
$17.2M +$77K +676 +0.4%
PPA
35
Parametric Portfolio Associates
Washington
$17M +$17M +148,908 New
MG
36
McCutchen Group
Washington
$15.2M -$833K -7,310 -5%
Wells Fargo
37
Wells Fargo
California
$15.1M +$601K +5,275 +4%
PA
38
Planning Alternatives
Michigan
$14.1M -$3.7M -32,491 -21%
BP
39
Ballentine Partners
Massachusetts
$13.4M +$1.91M +16,799 +17%
UBS AM
40
UBS AM
Illinois
$12.8M +$5.35M +47,000 +72%
William Blair & Company
41
William Blair & Company
Illinois
$12.5M +$118K +1,037 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$12.3M -$2.68M -23,567 -18%
CIG
43
Consolidated Investment Group
Colorado
$12.1M – – –
Brown Advisory
44
Brown Advisory
Maryland
$10.6M +$10.4M +91,309 +5,185%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9M -$3.88M -34,058 -30%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$8.88M -$10.8M -94,549 -55%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$8.74M +$2.42M +21,269 +38%
FTI
48
Fiduciary Trust International
Massachusetts
$8.03M -$380K -3,339 -5%
Prudential Financial
49
Prudential Financial
New Jersey
$7.96M +$945K +8,300 +13%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.62M +$2.06M +18,057 +37%
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