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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
26
McCutchen Group
Washington
$24.7M 192,910 -278 -0.1%
Wells Fargo
27
Wells Fargo
California
$23.8M 185,628 -13,982 -7%
SP
28
Stairway Partners
Illinois
$22M 171,589 -34,613 -17%
TWM
29
Tanglewood Wealth Management
Texas
$21.4M 167,067 +34,869 +26%
AB
30
Amalgamated Bank
New York
$21.1M 164,372 +22,349 +16%
TA
31
Teachers Advisors
New York
$20.6M 160,559 +91,593 +133%
WRTC
32
Wind River Trust Company
Wyoming
$20.3M 158,385 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$19.6M 153,103 +5,528 +4%
CB
34
Commerce Bank
Missouri
$19.6M 152,747 -165 -0.1%
OBWP
35
O'Brien Wealth Partners
Massachusetts
$18.9M 147,701 -2,094 -1%
GAG
36
GM Advisory Group
New York
$18.1M 141,054 -2,796 -2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$17.6M 141,749 +141,749 New
CAL
38
Capital Analysts LLC
Pennsylvania
$17M 132,662 -3,372 -2%
BP
39
Ballentine Partners
Massachusetts
$17M 132,522 -2,890 -2%
BAAM
40
Baker Avenue Asset Management
California
$16.6M 129,152 +15,075 +13%
Brown Advisory
41
Brown Advisory
Maryland
$14.3M 111,487 +1,520 +1%
TI
42
Truepoint Inc
Ohio
$13.9M 108,528 -711 -0.7%
CFGF
43
Compass Financial Group (Florida)
Florida
$12.2M 95,349 +2,750 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$12.2M 95,055 -12,413 -12%
ST
45
Sentinel Trust
Texas
$12M 93,966 +2,063 +2%
DPI
46
Diversified Portfolios Inc
Michigan
$11.7M 91,363 -1,081 -1%
Citadel Advisors
47
Citadel Advisors
Florida
$11.5M 89,538 +89,538 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$11.2M 87,183 -9,297 -10%
SIM
49
Strategic Investment Management
Virginia
$10.9M 84,730 +11,230 +15%
William Blair & Company
50
William Blair & Company
Illinois
$10.5M 81,845 -5,463 -6%
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