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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$270M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$148M
3
LPL Financial
3
LPL Financial
California
$75.4M
4
TA
4
Teachers Advisors
New York
$28M
5
P
5
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$645M
2
TWM
2
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$58.1M
4
AL
4
Aspiriant LLC
California
$7.15M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3.49M 28,966 +6,331 +28%
NFM
102
North Forty Management
Washington
$3.47M 28,849 – –
DPI
103
Diversified Portfolios Inc
Michigan
$3.39M 28,142 +3,106 +12%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$3.34M 27,733 +474 +2%
State Street
105
State Street
Massachusetts
$3.27M 27,195 -3,330 -11%
GT
106
Glenmede Trust
Pennsylvania
$3.25M 26,992 -57 -0.2%
IAS
107
IMA Advisory Services
Colorado
$3.2M 26,960 +902 +3%
HighTower Advisors
108
HighTower Advisors
Illinois
$3.15M 26,175 +2,053 +9%
ZIM
109
Zacks Investment Management
Illinois
$3.14M 26,081 +26,081 New
Bessemer Group
110
Bessemer Group
New Jersey
$3M 24,957 -2,657 -10%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$2.96M 24,635 +1,486 +6%
FHB
112
First Hawaiian Bank
Hawaii
$2.86M 23,779 – –
PWAG
113
Polaris Wealth Advisory Group
California
$2.78M 23,081 +4,794 +26%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$2.74M 22,737 +22,737 New
FMT
115
First Mercantile Trust
Tennessee
$2.7M 22,422 -2,892 -11%
SB
116
Suntrust Banks
Georgia
$2.64M 21,924 +1,148 +6%
HK
117
Horizon Kinetics
New York
$2.55M 21,187 +21,187 New
AB
118
Amalgamated Bank
New York
$2.45M 20,383 -29,628 -59%
GC
119
Gibson Capital
Pennsylvania
$2.38M 19,764 -500 -2%
CFA
120
Cahill Financial Advisors
Minnesota
$2.31M 19,169 +126 +0.7%
BFC
121
Blue Fin Capital
Rhode Island
$2.29M 19,033 -95 -0.5%
GCA
122
Greenwood Capital Associates
South Carolina
$2.25M 18,708 +2,038 +12%
SMA
123
Simply Money Advisors
Ohio
$2.24M 18,607 +16,474 +772%
TI
124
Truepoint Inc
Ohio
$2.23M 18,537 -38,591 -68%
ZF
125
Zhang Financial
Michigan
$2.23M 18,530 +3 +0%
3 4
5
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