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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$204M
2
CS
2
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
3
LPL Financial
California
$102M
4
SIM
4
Sigma Investment Management
Oregon
$26M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$111M
2
TWM
2
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.5M
4
TA
4
Teachers Advisors
New York
$9.72M
5
RJA
5
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$3.11M +$3.11M +25,745 New
Jones Financial Companies
102
Jones Financial Companies
Missouri
$3.07M +$90.3K +747 +3%
Bessemer Group
103
Bessemer Group
New Jersey
$3.02M – – –
FHB
104
First Hawaiian Bank
Hawaii
$2.87M – – –
SAM
105
Silvercrest Asset Management
New York
$2.82M -$1.27M -10,510 -31%
WCM
106
Wealthcare Capital Management
Virginia
$2.7M -$4M -33,054 -60%
PTC
107
Philadelphia Trust Company
Pennsylvania
$2.66M +$2.66M +21,990 New
SB
108
Suntrust Banks
Georgia
$2.62M -$28.4K -235 -1%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$2.43M -$1.07M -8,884 -31%
GC
110
Gibson Capital
Pennsylvania
$2.37M -$20.5K -170 -0.9%
SMA
111
Simply Money Advisors
Ohio
$2.34M +$90.2K +746 +4%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.25M +$10.6K +88 +0.5%
PFO
113
Pathstone Family Office
New Jersey
$2.24M +$2.24M +18,491 New
CFA
114
Cahill Financial Advisors
Minnesota
$2.23M -$90.7K -750 -4%
BA
115
BKS Advisors
Michigan
$2.22M -$1.21K -10 -0.1%
Citadel Advisors
116
Citadel Advisors
Florida
$2.22M +$2.22M +18,383 New
ZF
117
Zhang Financial
Michigan
$2.17M -$68.8K -569 -3%
WTC
118
WhitTier Trust Company
Nevada
$2.15M – – –
BFC
119
Blue Fin Capital
Rhode Island
$2.08M -$223K -1,844 -10%
MWM
120
Mission Wealth Management
California
$2.07M – – –
CPIM
121
Columbia Partners Investment Management
Virginia
$2.05M +$129K +1,064 +7%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M – – –
CWM
123
Concert Wealth Management
California
$2.04M -$149K -1,233 -7%
F
124
Filament
Washington
$2.04M -$91K -753 -4%
WSFS
125
Wilmington Savings Fund Society
Delaware
$1.88M – – –
3 4
5
6 7