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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$3.1M – – –
BCM
102
Barometer Capital Management
Ontario, Canada
$2.94M +$1.46M +11,800 +99%
EPP
103
ETF Portfolio Partners
Kansas
$2.87M +$582K +8,526 +25%
FHB
104
First Hawaiian Bank
Hawaii
$2.86M -$86.8K -700 -3%
SB
105
Suntrust Banks
Georgia
$2.75M +$66.3K +535 +2%
SMA
106
Simply Money Advisors
Ohio
$2.73M +$332K +2,677 +14%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$2.53M +$224K +1,806 +10%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$2.5M +$12K +97 +0.5%
TA
109
Tiedemann Advisors
New York
$2.46M -$1.56M -12,557 -39%
GC
110
Gibson Capital
Pennsylvania
$2.43M – – –
MWM
111
Mission Wealth Management
California
$2.33M +$208K +1,676 +10%
SAM
112
Silvercrest Asset Management
New York
$2.26M -$639K -5,150 -22%
WTC
113
WhitTier Trust Company
Nevada
$2.25M +$44K +355 +2%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.22M -$2.11M -16,995 -49%
WCM
115
Wealthcare Capital Management
Virginia
$2.2M -$565K -4,557 -20%
ZF
116
Zhang Financial
Michigan
$2.16M -$65K -524 -3%
CFA
117
Cahill Financial Advisors
Minnesota
$2.15M -$133K -1,071 -6%
F
118
Filament
Washington
$2.15M +$55.8K +450 +3%
BFC
119
Blue Fin Capital
Rhode Island
$2.13M -$2.36K -19 -0.1%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M – – –
PWAG
121
Polaris Wealth Advisory Group
California
$2.01M +$223K +1,797 +12%
BA
122
BKS Advisors
Michigan
$1.99M -$291K -2,345 -13%
AIA
123
Allegis Investment Advisors
Idaho
$1.97M +$773K +6,327 +65%
WSFS
124
Wilmington Savings Fund Society
Delaware
$1.93M – – –
CPIM
125
Columbia Partners Investment Management
Virginia
$1.9M -$208K -1,674 -10%
3 4
5
6 7