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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
1
AQR Capital Management
Connecticut
$204M
2
CS
2
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
3
LPL Financial
California
$102M
4
SIM
4
Sigma Investment Management
Oregon
$26M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$111M
2
TWM
2
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.5M
4
TA
4
Teachers Advisors
New York
$9.72M
5
RJA
5
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
26
Stairway Partners
Illinois
$25.4M +$388K +3,214 +2%
Ameriprise
27
Ameriprise
Minnesota
$24.7M +$1.63M +13,541 +7%
Stifel Financial
28
Stifel Financial
Missouri
$23.5M -$31.4M -259,695 -57%
MG
29
McCutchen Group
Washington
$23.4M +$5.21M +43,075 +29%
GAG
30
GM Advisory Group
New York
$22.1M -$3.42M -28,297 -13%
Wells Fargo
31
Wells Fargo
California
$21.7M -$3.12M -25,843 -13%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$19.6M -$26.5K -219 -0.1%
WRTC
33
Wind River Trust Company
Wyoming
$19.1M – – –
OBWP
34
O'Brien Wealth Partners
Massachusetts
$18.9M +$18.9M +156,735 New
CB
35
Commerce Bank
Missouri
$18.4M +$118K +975 +0.6%
TWM
36
Tanglewood Wealth Management
Texas
$18.2M -$47.3M -391,719 -72%
BP
37
Ballentine Partners
Massachusetts
$16.6M +$1.79M +14,834 +12%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$16.5M -$3.57M -29,564 -18%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$15.5M +$1.1M +9,097 +8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15.1M -$6.14M -50,810 -29%
UBS AM
41
UBS AM
Illinois
$13.6M – – –
TI
42
Truepoint Inc
Ohio
$13.4M +$11.1M +92,103 +497%
Brown Advisory
43
Brown Advisory
Maryland
$13.3M +$659K +5,449 +5%
BAAM
44
Baker Avenue Asset Management
California
$13.2M +$3.38M +27,969 +34%
CIG
45
Consolidated Investment Group
Colorado
$12.8M – – –
Neuberger Berman Group
46
Neuberger Berman Group
New York
$11.7M -$1.69M -13,988 -13%
CFGF
47
Compass Financial Group (Florida)
Florida
$11.3M -$250K -2,069 -2%
DPI
48
Diversified Portfolios Inc
Michigan
$11.2M +$7.84M +64,900 +231%
AB
49
Amalgamated Bank
New York
$11.1M +$8.61M +71,228 +349%
ST
50
Sentinel Trust
Texas
$10.8M +$1.75M +14,517 +19%
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