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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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$10.5M -$4.35M -35,967 -29%
TA
52
Teachers Advisors
New York
$9.72M -$18.4M -152,162 -65%
William Blair & Company
53
William Blair & Company
Illinois
$9.69M -$3.93M -32,532 -29%
VF
54
Virtu Financial
New York
$9.45M +$9.45M +78,177 New
Prudential Financial
55
Prudential Financial
New Jersey
$9M +$12.1K +100 +0.1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$8.78M -$635K -5,251 -7%
SIM
57
Strategic Investment Management
Virginia
$8.27M -$249K -2,060 -3%
SI
58
Stephens Inc
Arkansas
$8.21M +$166K +1,375 +2%
FTI
59
Fiduciary Trust International
Massachusetts
$8.07M -$382K -3,161 -5%
GCA
60
Greenwood Capital Associates
South Carolina
$7.67M +$5.41M +44,725 +239%
PPA
61
Parametric Portfolio Associates
Washington
$7.33M -$9.84M -81,385 -57%
NYLIM
62
New York Life Investment Management
New York
$7.14M +$350K +2,900 +5%
HS
63
Huntington Steele
Pennsylvania
$7.07M +$43.3K +358 +0.6%
AL
64
Aspiriant LLC
California
$6.78M -$400K -3,312 -6%
CWM
65
Calamos Wealth Management
Illinois
$6.69M +$1.28M +10,569 +24%
VDI
66
Vaughan David Investments
Illinois
$6.62M – – –
WT
67
Whittier Trust
California
$6.5M -$26.6K -220 -0.4%
WPW
68
Waldron Private Wealth
Pennsylvania
$6.48M -$36.8K -305 -0.6%
RJA
69
Raymond James & Associates
Florida
$6.04M -$17.5M -145,123 -74%
PA
70
Planning Alternatives
Michigan
$5.81M -$8.56M -70,783 -60%
RBC
71
Roble Belko & Company
Pennsylvania
$5.64M – – –
WA
72
WFG Advisors
Texas
$5.62M +$62.5K +517 +1%
CAN
73
Cetera Advisor Networks
California
$5.58M +$363 +3 +0%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$5.56M -$45.7K -378 -0.8%
TG
75
Threshold Group
Washington
$4.8M -$2.74M -22,706 -36%
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