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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$270M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$148M
3
LPL Financial
3
LPL Financial
California
$75.4M
4
TA
4
Teachers Advisors
New York
$28M
5
P
5
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$645M
2
TWM
2
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$58.1M
4
AL
4
Aspiriant LLC
California
$7.15M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$12.5M +$12.5M +103,807 New
FBFS
52
First Business Financial Services
Wisconsin
$12.1M +$12.1M +100,903 New
CFGF
53
Compass Financial Group (Florida)
Florida
$11.5M +$11.5M +95,386 New
BAAM
54
Baker Avenue Asset Management
California
$9.78M +$5.62M +46,678 +135%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$9.37M +$1.32M +10,983 +16%
SCM
56
Sterling Capital Management
North Carolina
$9.15M +$8.71M +72,407 +1,988%
ST
57
Sentinel Trust
Texas
$8.97M +$2.73M +22,713 +44%
Prudential Financial
58
Prudential Financial
New Jersey
$8.95M +$541K +4,500 +6%
SIM
59
Strategic Investment Management
Virginia
$8.48M +$1.08M +8,960 +15%
FTI
60
Fiduciary Trust International
Massachusetts
$8.42M -$66.3K -551 -0.8%
SI
61
Stephens Inc
Arkansas
$8M +$342K +2,845 +4%
Victory Capital Management
62
Victory Capital Management
Texas
$7.91M +$4.87M +40,458 +160%
FA
63
FDx Advisors
Illinois
$7.83M +$7.83M +65,037 New
TG
64
Threshold Group
Washington
$7.51M +$7.51M +62,380 New
AL
65
Aspiriant LLC
California
$7.15M -$11.2M -93,002 -61%
CS
66
Credit Suisse
Switzerland
$7.09M -$213K -1,767 -3%
HS
67
Huntington Steele
Pennsylvania
$7M +$39.6K +329 +0.6%
NYLIM
68
New York Life Investment Management
New York
$6.75M -$144K -1,200 -2%
Federated Hermes
69
Federated Hermes
Pennsylvania
$6.68M +$5.79M +48,113 +653%
WCM
70
Wealthcare Capital Management
Virginia
$6.66M +$3.95M +32,797 +145%
VDI
71
Vaughan David Investments
Illinois
$6.59M – – –
WT
72
Whittier Trust
California
$6.5M -$128K -1,065 -2%
WPW
73
Waldron Private Wealth
Pennsylvania
$6.49M +$929K +7,719 +17%
Comerica Bank
74
Comerica Bank
Texas
$5.74M +$5.42M +47,989 +1,694%
RBC
75
Roble Belko & Company
Pennsylvania
$5.61M – – –
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3
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