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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
101
Gibson Capital
Pennsylvania
$2.51M 19,594 – –
TA
102
Tiedemann Advisors
New York
$2.39M 18,896 -920 -5%
PFO
103
Pathstone Family Office
New Jersey
$2.36M 18,377 -16,790 -48%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$2.32M 18,110 -53,727 -75%
WTC
105
WhitTier Trust Company
Nevada
$2.27M 17,710 -425 -2%
WCM
106
Wealthcare Capital Management
Virginia
$2.27M 17,696 -78 -0.4%
PWAG
107
Polaris Wealth Advisory Group
California
$2.25M 17,569 +1,336 +8%
ZF
108
Zhang Financial
Michigan
$2.24M 17,437 – –
SAM
109
Silvercrest Asset Management
New York
$2.19M 17,110 -1,075 -6%
BFC
110
Blue Fin Capital
Rhode Island
$2.19M 17,070 -100 -0.6%
F
111
Filament
Washington
$2.19M 17,058 -249 -1%
CFA
112
Cahill Financial Advisors
Minnesota
$2.17M 16,956 -392 -2%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.17M 16,941 – –
BA
114
BKS Advisors
Michigan
$2.06M 16,030 -24 -0.1%
WSFS
115
Wilmington Savings Fund Society
Delaware
$2M 15,568 – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$1.98M 15,464 -2,420 -14%
SBSB
117
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.89M 14,766 -75 -0.5%
HHGA
118
Halbert Hargrove Global Advisors
California
$1.82M 14,213 – –
SG Americas Securities
119
SG Americas Securities
New York
$1.8M 14,026 -46,869 -77%
SA
120
SL Advisors
New Jersey
$1.78M 13,878 – –
MWAC
121
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.77M 13,807 -93 -0.7%
CPIM
122
Columbia Partners Investment Management
Virginia
$1.76M 13,738 -1,566 -10%
KeyBank National Association
123
KeyBank National Association
Ohio
$1.76M 13,727 +1,433 +12%
V
124
Veritable
Delaware
$1.73M 13,463 -267 -2%
BUB
125
BBVA USA Bancshares
Texas
$1.72M 13,401 -259 -2%
3 4
5
6 7