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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
76
Roble Belko & Company
Pennsylvania
$5.53M -$256K -2,062 -4%
AL
77
Aspiriant LLC
California
$5.33M -$1.63M -13,126 -23%
RJA
78
Raymond James & Associates
Florida
$5.28M -$916K -7,385 -15%
WA
79
WFG Advisors
Texas
$5.04M -$728K -5,871 -13%
GA
80
Glenhill Advisors
New York
$4.96M +$4.96M +40,000 New
BC
81
Brinker Capital
Pennsylvania
$4.64M -$269K -2,169 -5%
PFO
82
Pathstone Family Office
New Jersey
$4.36M +$2.07M +16,676 +90%
PTC
83
Philadelphia Trust Company
Pennsylvania
$4.26M +$1.53M +12,325 +56%
RMC
84
Regis Management Company
California
$4.14M – – –
WT
85
Whittier Trust
California
$4.1M -$2.57M -20,712 -38%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$4.01M +$255K +2,059 +7%
State Street
87
State Street
Massachusetts
$3.92M -$32.5K -262 -0.8%
AG
88
Advisor Group
Arizona
$3.9M +$3.9M +31,463 New
JIC
89
Johnson Investment Counsel
Ohio
$3.86M +$26.7K +215 +0.7%
IIM
90
Ipswich Investment Management
Massachusetts
$3.81M -$339K -2,730 -8%
Fiera Capital (Canada)
91
Fiera Capital (Canada)
Quebec, Canada
$3.79M – – –
FT
92
Fiduciary Trust
Massachusetts
$3.78M -$271K -2,183 -7%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$3.76M -$14.1K -114 -0.4%
SLT
94
St Louis Trust
Missouri
$3.61M – – –
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$3.61M -$653K -5,265 -15%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$3.61M +$457K +3,683 +15%
HCC
97
Hirtle Callaghan & Co
Pennsylvania
$3.6M – – –
PP
98
Pegasus Partners
Wisconsin
$3.35M -$792K -6,383 -19%
GT
99
Glenmede Trust
Pennsylvania
$3.3M – – –
IAS
100
IMA Advisory Services
Colorado
$3.24M -$135K -1,100 -4%
2 3
4
5 6