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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FM
101
Forward Management
California
$2.57M 22,600 +20,800 +1,156%
WCM
102
Wealthcare Capital Management
Virginia
$2.57M 22,588 -71 -0.3%
SB
103
Suntrust Banks
Georgia
$2.37M 20,776 -1,245 -6%
GC
104
Gibson Capital
Pennsylvania
$2.31M 20,264 – –
AIG
105
American International Group
New York
$2.3M 20,196 -1,733 -8%
BFC
106
Blue Fin Capital
Rhode Island
$2.18M 19,128 +38 +0.2%
BA
107
BKS Advisors
Michigan
$2.18M 19,119 -857 -4%
CFA
108
Cahill Financial Advisors
Minnesota
$2.17M 19,043 -3,810 -17%
SIM
109
Sigma Investment Management
Oregon
$2.16M 18,998 – –
SSWM
110
Sheets Smith Wealth Management
North Carolina
$2.16M 19,002 +47 +0.2%
WTC
111
WhitTier Trust Company
Nevada
$2.14M 18,780 +1,538 +9%
CWM
112
Concert Wealth Management
California
$2.13M 18,607 +6,198 +50%
ZF
113
Zhang Financial
Michigan
$2.11M 18,527 – –
KeyBank National Association
114
KeyBank National Association
Ohio
$2.1M 18,425 +1,564 +9%
PWAG
115
Polaris Wealth Advisory Group
California
$2.08M 18,287 +971 +6%
MWM
116
Mission Wealth Management
California
$2.08M 18,294 +7,941 +77%
RIA
117
Regal Investment Advisors
Michigan
$2.06M 18,118 +582 +3%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M 17,975 – –
F
119
Filament
Washington
$2.01M 17,609 +501 +3%
GCA
120
Greenwood Capital Associates
South Carolina
$1.9M 16,670 +4,060 +32%
CWA
121
Convergent Wealth Advisors
Maryland
$1.82M 16,004 -5,894 -27%
CPIM
122
Columbia Partners Investment Management
Virginia
$1.81M 15,914 -3,986 -20%
WSFS
123
Wilmington Savings Fund Society
Delaware
$1.77M 15,568 +8,316 +115%
CPO
124
Cerity Partners OCIO
New York
$1.66M 14,543 +12,413 +583%
HHGA
125
Halbert Hargrove Global Advisors
California
$1.63M 14,300 – –
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5
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