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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
1
Strategic Investment Management
Virginia
$326M
2
Bank of America
2
Bank of America
North Carolina
$170M
3
RMPT
3
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$87M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$26.2M
4
BJL
4
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$3.45M 25,916 +100 +0.4%
SMA
102
Simply Money Advisors
Ohio
$3.41M 25,638 +4,478 +21%
PP
103
Pegasus Partners
Wisconsin
$3.3M 24,820 -1,434 -5%
PPA
104
Parametric Portfolio Associates
Washington
$3.25M 24,460 +24,460 New
PTC
105
Philadelphia Trust Company
Pennsylvania
$3.07M 23,105 -1,535 -6%
FHB
106
First Hawaiian Bank
Hawaii
$3M 22,554 -74 -0.3%
Victory Capital Management
107
Victory Capital Management
Texas
$2.82M 21,190 – –
ACP
108
Aveo Capital Partners
Colorado
$2.77M 20,812 +20,812 New
LC
109
LCNB Corp
Ohio
$2.65M 19,892 +19,892 New
BFC
110
Blue Fin Capital
Rhode Island
$2.63M 19,804 +2,734 +16%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$2.62M 19,714 -365 -2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$2.54M 19,118 -660 -3%
GC
113
Gibson Capital
Pennsylvania
$2.52M 18,944 -650 -3%
IAM
114
Integre Asset Management
New York
$2.51M 18,871 +18,871 New
Comerica Bank
115
Comerica Bank
Texas
$2.5M 18,505 +15,481 +512%
TA
116
Tiedemann Advisors
New York
$2.47M 18,597 -299 -2%
PFO
117
Pathstone Family Office
New Jersey
$2.44M 18,377 – –
EA
118
Edge Advisors
Georgia
$2.4M 18,030 +18,030 New
F
119
Filament
Washington
$2.32M 17,480 +422 +2%
WTC
120
WhitTier Trust Company
Nevada
$2.31M 17,355 -355 -2%
PWAG
121
Polaris Wealth Advisory Group
California
$2.3M 17,271 -298 -2%
CAAS
122
Capital Asset Advisory Services
Michigan
$2.25M 16,915 +16,915 New
ZF
123
Zhang Financial
Michigan
$2.24M 16,638 -799 -5%
CFA
124
Cahill Financial Advisors
Minnesota
$2.23M 16,785 -171 -1%
WCM
125
Wealthcare Capital Management
Virginia
$2.21M 16,638 -1,058 -6%
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