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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$270M
2
AQR Capital Management
AQR Capital Management
Connecticut
$148M
3
LPL Financial
LPL Financial
California
$75.4M
4
TA
Teachers Advisors
New York
$28M
5
P
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$645M
2
TWM
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
UBS Group
Switzerland
$58.1M
4
AL
Aspiriant LLC
California
$7.15M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$2.23M -$61.1K -508 -3%
KeyBank National Association
127
KeyBank National Association
Ohio
$2.22M -$1.2K -10 -0.1%
BA
128
BKS Advisors
Michigan
$2.22M -$85.4K -710 -4%
CWM
129
Concert Wealth Management
California
$2.18M -$57.2K -475 -3%
WTC
130
WhitTier Trust Company
Nevada
$2.14M -$120K -1,000 -5%
Mariner
131
Mariner
Kansas
$2.12M -$966K -8,024 -31%
F
132
Filament
Washington
$2.12M +$120 +1 +0%
MWM
133
Mission Wealth Management
California
$2.06M -$139K -1,151 -6%
CCWA
134
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.04M -$124K -1,034 -6%
PAG
135
Private Advisor Group
New Jersey
$1.99M +$352K +2,924 +21%
CPIM
136
Columbia Partners Investment Management
Virginia
$1.91M – – –
EBSAM
137
Eubel Brady & Suttman Asset Management
Ohio
$1.89M +$1.89M +15,675 New
WSFS
138
Wilmington Savings Fund Society
Delaware
$1.87M – – –
FM
139
Forward Management
California
$1.86M -$862K -7,165 -32%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$1.75M +$412K +3,426 +31%
SF
141
Synovus Financial
Georgia
$1.72M +$1.68M +13,962 +5,059%
HHGA
142
Halbert Hargrove Global Advisors
California
$1.71M -$10.5K -87 -0.6%
SS
143
Simplicity Solutions
Minnesota
$1.7M +$1.7M +14,141 New
V
144
Veritable
Delaware
$1.65M +$376K +3,128 +30%
MWAC
145
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.61M +$1.61M +13,359 New
ICRM
146
Insight Capital Research & Management
California
$1.6M -$5.5M -45,700 -77%
RTS
147
Round Table Services
New Jersey
$1.51M +$1.2K +10 +0.1%
BFG
148
Beacon Financial Group
Texas
$1.49M -$14.7K -121 -1%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$1.37M +$1.37M +11,385 New
FWIA
150
Fort Washington Investment Advisors
Ohio
$1.36M -$1.46M -12,100 -52%
4 5
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