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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 %
CWM
51
Calamos Wealth Management
Illinois
$10.3M 80,060 -39 -0%
Lido Advisors
52
Lido Advisors
California
$9.34M 72,875 +9,271 +15%
Prudential Financial
53
Prudential Financial
New Jersey
$9.19M 71,650 -1,600 -2%
SI
54
Stephens Inc
Arkansas
$8.82M 68,837 -860 -1%
CAN
55
Cetera Advisor Networks
California
$8.59M 67,032 +21,965 +49%
HighTower Advisors
56
HighTower Advisors
Illinois
$8.33M 64,772 +14,588 +29%
UBS AM
57
UBS AM
Illinois
$8.16M 63,648 -48,500 -43%
FEG
58
Fund Evaluation Group
Ohio
$8.07M 62,936 -2,035 -3%
GCA
59
Greenwood Capital Associates
South Carolina
$7.96M 62,064 -1,929 -3%
HS
60
Huntington Steele
Pennsylvania
$7.51M 58,576 +83 +0.1%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$7.12M 55,579 +23,254 +72%
VDI
62
Vaughan David Investments
Illinois
$7.02M 54,775 -2,552 -4%
WPW
63
Waldron Private Wealth
Pennsylvania
$6.98M 54,552 +590 +1%
PA
64
Planning Alternatives
Michigan
$5.91M 46,074 -1,413 -3%
WA
65
WFG Advisors
Texas
$5.86M 45,726 +5,072 +12%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$5.82M 45,381 -150 -0.3%
RJA
67
Raymond James & Associates
Florida
$5.65M 44,062 +1,517 +4%
TG
68
Threshold Group
Washington
$5.63M 43,914 -753 -2%
CS
69
Credit Suisse
Switzerland
$5.13M 39,991 -146,708 -79%
RBC
70
Roble Belko & Company
Pennsylvania
$5.09M 39,688 -4,905 -11%
JIC
71
Johnson Investment Counsel
Ohio
$5.04M 39,348 +8,236 +26%
BC
72
Brinker Capital
Pennsylvania
$4.82M 37,584 +167 +0.4%
AL
73
Aspiriant LLC
California
$4.71M 36,703 -6,279 -15%
RMC
74
Regis Management Company
California
$4.61M 35,932 +2,565 +8%
WT
75
Whittier Trust
California
$4.23M 33,023 -63 -0.2%
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