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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 Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$15.7M 117,829 +89,085 +310%
Brown Advisory
52
Brown Advisory
Maryland
$14.7M 110,618 -869 -0.8%
TI
53
Truepoint Inc
Ohio
$14.4M 105,342 -3,186 -3%
William Blair & Company
54
William Blair & Company
Illinois
$13.1M 98,695 +16,850 +21%
SF
55
Synovus Financial
Georgia
$12.9M 97,285 +92,954 +2,146%
CA
56
Clearstead Advisors
Ohio
$12.3M 92,822 +92,822 New
DPI
57
Diversified Portfolios Inc
Michigan
$12.1M 90,777 -586 -0.6%
CFGF
58
Compass Financial Group (Florida)
Florida
$12.1M 90,667 -4,682 -5%
ST
59
Sentinel Trust
Texas
$11.6M 87,242 -6,724 -7%
SCM
60
Sterling Capital Management
North Carolina
$11.2M 84,426 +84,426 New
RJA
61
Raymond James & Associates
Florida
$11.2M 84,382 +40,320 +92%
Lido Advisors
62
Lido Advisors
California
$10.7M 80,720 +7,845 +11%
CWM
63
Calamos Wealth Management
Illinois
$10.6M 79,781 -279 -0.3%
BJL
64
Brighton Jones LLC
Washington
$10.6M 79,490 -156,515 -66%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$9.67M 72,687 +54,577 +301%
Prudential Financial
66
Prudential Financial
New Jersey
$9.52M 71,550 -100 -0.1%
HighTower Advisors
67
HighTower Advisors
Illinois
$9.5M 71,459 +6,687 +10%
SI
68
Stephens Inc
Arkansas
$9.19M 69,117 +280 +0.4%
JWM
69
Jackson Wealth Management
Florida
$8.77M 65,122 +65,122 New
GCA
70
Greenwood Capital Associates
South Carolina
$8.71M 65,496 +3,432 +6%
FEG
71
Fund Evaluation Group
Ohio
$8.59M 64,622 +1,686 +3%
FTI
72
Fiduciary Trust International
Massachusetts
$8.57M 64,436 +54,221 +531%
WPW
73
Waldron Private Wealth
Pennsylvania
$8.23M 61,873 +7,321 +13%
Bessemer Group
74
Bessemer Group
New Jersey
$7.83M 58,885 +33,928 +136%
HS
75
Huntington Steele
Pennsylvania
$7.74M 58,176 -400 -0.7%
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