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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 Market Value Shares Shares
Change 		Shares
Change %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$5.58M 46,374 -212 -0.5%
CAN
77
Cetera Advisor Networks
California
$5.54M 46,083 -1,484 -3%
WA
78
WFG Advisors
Texas
$5.54M 46,008 +1,044 +2%
CWM
79
Calamos Wealth Management
Illinois
$5.39M 44,815 -3,996 -8%
BC
80
Brinker Capital
Pennsylvania
$5.37M 44,651 +4,669 +12%
LWA
81
Lowe Wealth Advisors
Maryland
$5.35M 44,428 -1,370 -3%
Diamond Hill Capital Management
82
Diamond Hill Capital Management
Ohio
$5.03M 41,830 +41,830 New
WIM
83
Weitz Investment Management
Nebraska
$5M 41,515 +41,515 New
BUB
84
BBVA USA Bancshares
Texas
$4.91M 40,772 +1,783 +5%
TA
85
Tiedemann Advisors
New York
$4.75M 39,509 – –
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$4.37M 36,358 -352 -1%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$4.25M 35,297 +7,319 +26%
JWM
88
Jackson Wealth Management
Florida
$4.21M 37,041 +1,150 +3%
SAM
89
Silvercrest Asset Management
New York
$4.07M 33,845 +33,845 New
RMC
90
Regis Management Company
California
$4.01M 33,366 +2 +0%
RIA
91
Regal Investment Advisors
Michigan
$3.98M 33,118 +15,000 +83%
IIM
92
Ipswich Investment Management
Massachusetts
$3.98M 33,052 -885 -3%
DSA
93
Davis Selected Advisers
Arizona
$3.94M 32,718 +32,718 New
FT
94
Fiduciary Trust
Massachusetts
$3.85M 31,966 +872 +3%
JIC
95
Johnson Investment Counsel
Ohio
$3.68M 30,627 -1,140 -4%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$3.68M 30,589 – –
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$3.66M 30,413 +1,424 +5%
EPP
98
ETF Portfolio Partners
Kansas
$3.55M 29,511 +140 +0.5%
SLT
99
St Louis Trust
Missouri
$3.54M 29,381 +29,381 New
AIG
100
American International Group
New York
$3.49M 29,032 +8,836 +44%
2 3
4
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