IWV icon

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.

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 %
BC
76
Brinker Capital
Pennsylvania
$4.78M -$612K -5,065 -11%
HighTower Advisors
77
HighTower Advisors
Illinois
$4.77M +$1.61M +13,287 +51%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$4.22M -$50.5K -418 -1%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$4.15M -$240K -1,987 -5%
EPP
80
ETF Portfolio Partners
Kansas
$4.05M +$483K +3,999 +14%
IIM
81
Ipswich Investment Management
Massachusetts
$4.05M +$44K +363 +1%
Victory Capital Management
82
Victory Capital Management
Texas
$4.04M -$3.91M -32,314 -49%
PP
83
Pegasus Partners
Wisconsin
$4.04M +$4.04M +33,427 New
RMC
84
Regis Management Company
California
$4.03M +$121 +1 +0%
FT
85
Fiduciary Trust
Massachusetts
$3.95M +$84K +695 +2%
Lido Advisors
86
Lido Advisors
California
$3.92M +$3.92M +32,427 New
TA
87
Tiedemann Advisors
New York
$3.91M -$863K -7,136 -18%
State Street
88
State Street
Massachusetts
$3.85M +$567K +4,687 +17%
JIC
89
Johnson Investment Counsel
Ohio
$3.73M +$32.6K +270 +0.9%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$3.7M – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$3.68M +$326K +2,698 +10%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$3.66M -$17.8K -147 -0.5%
SLT
93
St Louis Trust
Missouri
$3.52M -$31.8K -263 -0.9%
HCC
94
Hirtle Callaghan & Co
Pennsylvania
$3.51M +$3.51M +29,000 New
NFM
95
North Forty Management
Washington
$3.49M – – –
AIG
96
American International Group
New York
$3.49M -$23.2K -192 -0.7%
BUB
97
BBVA USA Bancshares
Texas
$3.42M -$1.51M -12,471 -31%
IAS
98
IMA Advisory Services
Colorado
$3.28M +$64.6K +541 +2%
FEG
99
Fund Evaluation Group
Ohio
$3.28M +$2.02M +16,678 +160%
GT
100
Glenmede Trust
Pennsylvania
$3.21M -$49.1K -406 -2%
2 3
4
5 6