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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 %
WA
76
WFG Advisors
Texas
$7.55M 56,738 +11,012 +24%
VDI
77
Vaughan David Investments
Illinois
$7.28M 54,775 – –
JIC
78
Johnson Investment Counsel
Ohio
$6.78M 51,008 +11,660 +30%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$6.03M 45,311 -70 -0.2%
CAN
80
Cetera Advisor Networks
California
$5.98M 44,982 -22,050 -33%
TH
81
Timber Hill
Connecticut
$5.98M 44,967 +44,967 New
PA
82
Planning Alternatives
Michigan
$5.85M 44,019 -2,055 -4%
RBC
83
Roble Belko & Company
Pennsylvania
$5.21M 39,208 -480 -1%
TRCT
84
Tower Research Capital (TRC)
New York
$5.06M 38,039 +38,039 New
BC
85
Brinker Capital
Pennsylvania
$4.99M 37,538 -46 -0.1%
TG
86
Threshold Group
Washington
$4.98M 37,421 -6,493 -15%
RMC
87
Regis Management Company
California
$4.78M 35,933 +1 +0%
AG
88
Advisor Group
Arizona
$4.76M 35,819 +6,386 +22%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$4.4M 33,170 -22,409 -40%
HH
90
Hilltop Holdings
Texas
$4.39M 33,021 +23 +0.1%
GT
91
Glenmede Trust
Pennsylvania
$4.39M 33,007 – –
WT
92
Whittier Trust
California
$4.39M 32,988 -35 -0.1%
CIG
93
Consolidated Investment Group
Colorado
$4.37M 32,873 – –
AL
94
Aspiriant LLC
California
$4.23M 31,839 -4,864 -13%
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$4.07M 30,589 – –
IIM
96
Ipswich Investment Management
Massachusetts
$3.9M 29,341 +143 +0.5%
SLT
97
St Louis Trust
Missouri
$3.87M 29,084 -105 -0.4%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$3.81M 28,659 +318 +1%
SB
99
Suntrust Banks
Georgia
$3.51M 26,423 +4,193 +19%
FT
100
Fiduciary Trust
Massachusetts
$3.47M 26,113 -4,242 -14%
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4
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