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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.

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
1
Strategic Investment Management
Virginia
$326M
2
Bank of America
2
Bank of America
North Carolina
$170M
3
RMPT
3
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$87M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$26.2M
4
BJL
4
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Teachers Advisors
New York
$26.9M +$5.55M +41,713 +26%
UCFA
27
United Capital Financial Advisors
Texas
$26.2M -$24.2M -182,311 -48%
MG
28
McCutchen Group
Washington
$26M +$300K +2,257 +1%
MHI
29
Miller Howard Investments
New York
$25.6M +$25.6M +192,767 New
SIM
30
Sigma Investment Management
Oregon
$24.1M -$2.47M -18,573 -9%
State Street
31
State Street
Massachusetts
$24M +$19.8M +148,805 +471%
SP
32
Stairway Partners
Illinois
$22.3M -$555K -4,177 -2%
WRTC
33
Wind River Trust Company
Wyoming
$21.1M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$20.7M +$325K +2,446 +2%
CB
35
Commerce Bank
Missouri
$20.3M -$43.2K -325 -0.2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$19.4M +$7.83M +58,900 +68%
OBWP
37
O'Brien Wealth Partners
Massachusetts
$19.3M -$313K -2,352 -2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$19.2M -$25.6M -192,739 -57%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$19.2M -$16M -120,238 -45%
BAAM
40
Baker Avenue Asset Management
California
$19.2M +$1.98M +14,901 +12%
GAG
41
GM Advisory Group
New York
$18.4M -$312K -2,345 -2%
AB
42
Amalgamated Bank
New York
$18.1M -$3.73M -28,072 -17%
FWIA
43
Fort Washington Investment Advisors
Ohio
$17.8M +$17.8M +134,152 New
WFWM
44
Wechter Feldman Wealth Management
New Jersey
$17.6M +$17.6M +132,338 New
BP
45
Ballentine Partners
Massachusetts
$17.5M -$126K -948 -0.7%
CRC
46
Curi RMB Capital
Illinois
$17.4M +$17M +127,597 +3,869%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$17.3M +$16.8M +126,048 +2,937%
CAL
48
Capital Analysts LLC
Pennsylvania
$17.2M -$463K -3,478 -3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$17M -$1.82M -13,659 -10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$16.2M +$3.52M +26,488 +28%
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