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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$1.62M +$156K +1,379 +11%
Millennium Management
127
Millennium Management
New York
$1.62M +$1.08M +9,459 +199%
PAG
128
Private Advisor Group
New Jersey
$1.55M +$518K +4,550 +50%
RTS
129
Round Table Services
New Jersey
$1.42M -$93.6K -822 -6%
BFG
130
Beacon Financial Group
Texas
$1.39M -$44.6K -399 -3%
OCM
131
One Capital Management
California
$1.39M -$13.2K -116 -0.9%
TRCT
132
Tower Research Capital (TRC)
New York
$1.27M -$1.89M -16,590 -60%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1.25M -$29.8K -267 -2%
V
134
Veritable
Delaware
$1.2M – – –
FEG
135
Fund Evaluation Group
Ohio
$1.19M +$1.19M +10,446 New
FAAS
136
First Allied Advisory Services
California
$1.12M -$555K -4,877 -33%
GW
137
GW & Wade
Massachusetts
$1.09M – – –
Citadel Advisors
138
Citadel Advisors
Florida
$1.05M -$181K -1,589 -15%
WA
139
Wealth Architects
California
$1.03M +$114 +1 +0%
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$1.02M -$6.72K -59 -0.7%
HCM
141
Hollencrest Capital Management
California
$948K – – –
CRC
142
Curi RMB Capital
Illinois
$941K -$63.3K -556 -6%
BTNA
143
Bremer Trust National Association
Minnesota
$941K – – –
BTS
144
BB&T Securities
Virginia
$934K +$706K +6,200 +310%
RC
145
Rinet Company
Massachusetts
$918K +$22.1K +194 +2%
IC
146
Inverness Counsel
New York
$911K – – –
MA
147
MUFG Americas
New York
$911K +$22.8K +200 +3%
CCM
148
Catawba Capital Management
Virginia
$900K – – –
WT
149
Washington Trust
Rhode Island
$883K +$118K +1,040 +15%
FWM
150
Frontier Wealth Management
Missouri
$874K -$38.2K -335 -4%
4 5
6
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