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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
SG Americas Securities
New York
$7.55M
5
P
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
LPL Financial
California
$51.7M
2
SCM
SCS Capital Management
Massachusetts
$660M
3
CS
Credit Suisse
Switzerland
$23.2M
4
Bank of America
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
126
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.84M +$1.84M +14,841 New
HHGA
127
Halbert Hargrove Global Advisors
California
$1.76M – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$1.76M -$83.8K -676 -5%
MWAC
129
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.72M +$14.9K +120 +0.9%
SA
130
SL Advisors
New Jersey
$1.72M +$1.72M +13,878 New
V
131
Veritable
Delaware
$1.7M – – –
BUB
132
BBVA USA Bancshares
Texas
$1.69M -$1.82M -14,641 -52%
LWA
133
Lowe Wealth Advisors
Maryland
$1.68M – – –
FFBTD
134
First Financial Bank - Trust Division
Ohio
$1.53M – – –
KeyBank National Association
135
KeyBank National Association
Ohio
$1.53M +$59.4K +479 +4%
Mariner
136
Mariner
Kansas
$1.52M +$277K +2,234 +22%
BFG
137
Beacon Financial Group
Texas
$1.5M – – –
RTS
138
Round Table Services
New Jersey
$1.42M -$161K -1,300 -10%
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$1.36M +$281K +2,262 +26%
MCM
140
Matterhorn Capital Management
Texas
$1.34M +$1.34M +10,784 New
OCM
141
One Capital Management
California
$1.27M +$15.5K +125 +1%
WT
142
Washington Trust
Rhode Island
$1.25M +$201K +1,620 +19%
Luther King Capital Management (LKCM)
143
Luther King Capital Management (LKCM)
Texas
$1.24M +$1.24M +10,016 New
MFS
144
MSI Financial Services
Massachusetts
$1.24M +$811K +6,541 +190%
GW
145
GW & Wade
Massachusetts
$1.19M – – –
FAAS
146
First Allied Advisory Services
California
$1.18M -$3.83K -31 -0.3%
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$1.18M -$13.5K -109 -1%
PAG
148
Private Advisor Group
New Jersey
$1.17M – – –
JWA
149
JFS Wealth Advisors
Pennsylvania
$1.16M -$84.6K -682 -7%
RC
150
Rinet Company
Massachusetts
$1.13M +$4.71K +38 +0.4%
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