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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$3.94M 34,580 +34,580 New
IIM
77
Ipswich Investment Management
Massachusetts
$3.87M 33,937 -726 -2%
RMC
78
Regis Management Company
California
$3.8M 33,364 +171 +0.5%
JIC
79
Johnson Investment Counsel
Ohio
$3.62M 31,767 +1,003 +3%
FT
80
Fiduciary Trust
Massachusetts
$3.54M 31,094 +1,741 +6%
Fiera Capital (Canada)
81
Fiera Capital (Canada)
Quebec, Canada
$3.48M 30,589 – –
State Street
82
State Street
Massachusetts
$3.48M 30,525 +7,327 +32%
EPP
83
ETF Portfolio Partners
Kansas
$3.35M 29,371 +4,297 +17%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$3.3M 28,989 -2,992 -9%
NFM
85
North Forty Management
Washington
$3.29M 28,849 – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$3.19M 27,978 +1,335 +5%
Bessemer Group
87
Bessemer Group
New Jersey
$3.15M 27,614 -3,915 -12%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$3.11M 27,259 +1,306 +5%
GT
89
Glenmede Trust
Pennsylvania
$3.08M 27,049 -3,040 -10%
IAS
90
IMA Advisory Services
Colorado
$2.93M 26,058 -2,124 -8%
Mariner
91
Mariner
Kansas
$2.92M 25,648 +25,648 New
FMT
92
First Mercantile Trust
Tennessee
$2.88M 25,314 +109 +0.4%
Victory Capital Management
93
Victory Capital Management
Texas
$2.88M 25,281 +371 +1%
DPI
94
Diversified Portfolios Inc
Michigan
$2.85M 25,036 -51 -0.2%
HighTower Advisors
95
HighTower Advisors
Illinois
$2.74M 24,122 -1,005 -4%
FHB
96
First Hawaiian Bank
Hawaii
$2.71M 23,779 -468 -2%
FWIA
97
Fort Washington Investment Advisors
Ohio
$2.66M 23,391 – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$2.64M 23,149 +84 +0.4%
OCM
99
Osterweis Capital Management
California
– – – –
Baird Financial Group
100
Baird Financial Group
Wisconsin
$2.58M 22,635 +588 +3%
2 3
4
5 6