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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$215M
2
VF
2
Virtu Financial
New York
$22.3M
3
TWM
3
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$3.91M
2
SCM
2
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
UBS Group
4
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
101
BKS Advisors
Michigan
$2.48M 19,976 -279 -1%
CPIM
102
Columbia Partners Investment Management
Virginia
$2.47M 19,900 – –
HF
103
HRT Financial
New York
$2.46M 19,819 +19,819 New
BFC
104
Blue Fin Capital
Rhode Island
$2.37M 19,090 -9 -0%
SIM
105
Sigma Investment Management
Oregon
$2.36M 18,998 – –
SSWM
106
Sheets Smith Wealth Management
North Carolina
$2.35M 18,955 -41 -0.2%
ZF
107
Zhang Financial
Michigan
$2.3M 18,527 -4,742 -20%
BCM
108
Beck Capital Management
Texas
$2.26M 18,261 -1,482 -8%
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.23M 17,975 – –
RIA
110
Regal Investment Advisors
Michigan
$2.17M 17,536 +14,343 +449%
PWAG
111
Polaris Wealth Advisory Group
California
$2.15M 17,316 -4,104 -19%
WTC
112
WhitTier Trust Company
Nevada
$2.14M 17,242 -200 -1%
F
113
Filament
Washington
$2.12M 17,108 -1,180 -6%
KeyBank National Association
114
KeyBank National Association
Ohio
$2.09M 16,861 +1,046 +7%
BCI
115
Brinker Capital Investments
Pennsylvania
$1.93M 15,535 +7,829 +102%
TH
116
Timber Hill
Connecticut
$1.9M 15,297 -10,111 -40%
FAAS
117
First Allied Advisory Services
California
$1.82M 14,734 -2,998 -17%
SCA
118
Strategic Capital Alternatives
United States
$1.8M 14,532 – –
HHGA
119
Halbert Hargrove Global Advisors
California
$1.77M 14,300 – –
TI
120
Truepoint Inc
Ohio
$1.75M 14,073 -276 -2%
RTS
121
Round Table Services
New Jersey
$1.65M 13,327 -127 -0.9%
Barclays
122
Barclays
United Kingdom
$1.59M 12,934 +80 +0.6%
BFG
123
Beacon Financial Group
Texas
$1.58M 12,811 -812 -6%
GCA
124
Greenwood Capital Associates
South Carolina
$1.56M 12,610 +10,811 +601%
CWM
125
Concert Wealth Management
California
$1.53M 12,409 +12,409 New
3 4
5
6 7