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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$204M
2
CS
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
LPL Financial
California
$102M
4
SIM
Sigma Investment Management
Oregon
$26M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$111M
2
TWM
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
Stifel Financial
Missouri
$23.5M
4
TA
Teachers Advisors
New York
$9.72M
5
RJA
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
126
Twin Focus Capital Partners
Massachusetts
$1.8M +$426K +3,522 +31%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$1.79M +$32.8K +271 +2%
PWAG
128
Polaris Wealth Advisory Group
California
$1.75M -$1.04M -8,645 -37%
HHGA
129
Halbert Hargrove Global Advisors
California
$1.72M – – –
MWAC
130
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.67M +$50.9K +421 +3%
V
131
Veritable
Delaware
$1.66M +$4.83K +40 +0.3%
LWA
132
Lowe Wealth Advisors
Maryland
$1.63M -$3.74M -30,924 -70%
RTS
133
Round Table Services
New Jersey
$1.54M +$31.5K +261 +2%
FFBTD
134
First Financial Bank - Trust Division
Ohio
$1.49M +$1.49M +12,357 New
BFG
135
Beacon Financial Group
Texas
$1.49M +$121 +1 +0%
BCM
136
Barometer Capital Management
Ontario, Canada
$1.44M +$1.44M +11,900 New
KeyBank National Association
137
KeyBank National Association
Ohio
$1.43M -$798K -6,600 -36%
M&T Bank
138
M&T Bank
New York
$1.26M +$901K +7,450 +254%
JWA
139
JFS Wealth Advisors
Pennsylvania
$1.21M +$8.7K +72 +0.7%
Mariner
140
Mariner
Kansas
$1.21M -$924K -7,646 -43%
PFA
141
Pure Financial Advisors
California
$1.19M +$1.19M +18,941 New
AIA
142
Allegis Investment Advisors
Idaho
$1.18M +$508K +4,205 +75%
FAAS
143
First Allied Advisory Services
California
$1.16M -$180K -1,486 -13%
GW
144
GW & Wade
Massachusetts
$1.16M – – –
Kayne Anderson Rudnick Investment Management
145
Kayne Anderson Rudnick Investment Management
California
$1.16M -$9.19K -76 -0.8%
PAG
146
Private Advisor Group
New Jersey
$1.15M -$853K -7,057 -43%
RC
147
Rinet Company
Massachusetts
$1.1M +$29.7K +246 +3%
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$1.06M +$11.1K +92 +1%
WA
149
Wealth Architects
California
$1.05M +$242 +2 +0%
EWA
150
EP Wealth Advisors
California
$1.03M -$18.3K -151 -2%
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