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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$1.52M +$84.9K +685 +6%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$1.41M -$154K -1,250 -10%
CS
128
Comerica Securities
Michigan
$1.4M +$15.1K +122 +1%
Citadel Advisors
129
Citadel Advisors
Florida
$1.34M +$1.34M +10,784 New
V
130
Veritable
Delaware
$1.31M -$237K -1,916 -15%
Comerica Bank
131
Comerica Bank
Texas
$1.31M +$644K +5,189 +97%
MWM
132
Mission Wealth Management
California
$1.28M +$1.28M +10,353 New
ZB
133
Zions Bancorporation
Utah
$1.23M +$1.23M +9,926 New
GW
134
GW & Wade
Massachusetts
$1.19M – – –
PAG
135
Private Advisor Group
New Jersey
$1.13M +$158K +1,276 +16%
WA
136
Wealth Architects
California
$1.12M – – –
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$1.12M +$4.34K +35 +0.4%
GH
138
GAM Holding
Switzerland
$1.12M – – –
CRC
139
Curi RMB Capital
Illinois
$1.09M -$36.2K -292 -3%
HCM
140
Hollencrest Capital Management
California
$1.03M – – –
BTNA
141
Bremer Trust National Association
Minnesota
$1.02M +$404K +3,260 +65%
FWM
142
Frontier Wealth Management
Missouri
$993K -$28.7K -231 -3%
CCM
143
Catawba Capital Management
Virginia
$979K -$3.1K -25 -0.3%
RC
144
Rinet Company
Massachusetts
$975K +$975K +7,867 New
MA
145
MUFG Americas
New York
$967K +$74.4K +600 +8%
AL
146
Aspiriant LLC
California
$957K +$102K +822 +12%
BFPW
147
BOK Financial Private Wealth
Colorado
$922K – – –
HNB
148
Huntington National Bank
Ohio
$905K -$904K -7,300 Closed
SSWM
149
Smith Salley Wealth Management
North Carolina
$899K -$11.7K -94 -1%
WSFS
150
Wilmington Savings Fund Society
Delaware
$899K – – –
4 5
6
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