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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
United Capital Financial Advisors
Texas
$48.6M
5
TA
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$550K
3
CS
Credit Suisse
Switzerland
$5.13M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
TC
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.64M +$74.2K +579 +5%
FFBTD
127
First Financial Bank - Trust Division
Ohio
$1.58M – – –
LWA
128
Lowe Wealth Advisors
Maryland
$1.57M -$160K -1,250 -9%
BFG
129
Beacon Financial Group
Texas
$1.56M -$6.87K -54 -0.4%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1.51M -$304K -2,375 -17%
VF
131
Virtu Financial
New York
$1.45M +$363K +2,830 +33%
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$1.42M +$6.92K +54 +0.5%
MCM
133
Matterhorn Capital Management
Texas
$1.38M -$2.31K -18 -0.2%
WT
134
Washington Trust
Rhode Island
$1.32M +$26.4K +206 +2%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$1.32M +$1.32M +10,288 New
FTI
136
Fiduciary Trust International
Massachusetts
$1.31M -$7.24M -56,509 -85%
RTS
137
Round Table Services
New Jersey
$1.24M -$227K -1,774 -15%
MWM
138
Mission Wealth Management
California
$1.24M -$1.18M -9,183 -49%
MFS
139
MSI Financial Services
Massachusetts
$1.23M -$46.9K -366 -4%
GW
140
GW & Wade
Massachusetts
$1.23M – – –
FAAS
141
First Allied Advisory Services
California
$1.22M -$8.33K -65 -0.7%
PAG
142
Private Advisor Group
New Jersey
$1.22M +$11.3K +89 +0.9%
JWA
143
JFS Wealth Advisors
Pennsylvania
$1.2M +$513 +4 +0%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$1.2M -$18.5K -144 -2%
GH
145
GAM Holding
Switzerland
$1.14M +$568K +4,500 +100%
WA
146
Wealth Architects
California
$1.11M +$256 +2 +0%
RC
147
Rinet Company
Massachusetts
$1.11M -$63.3K -494 -5%
EWA
148
EP Wealth Advisors
California
$1.09M -$1.28K -10 -0.1%
HCM
149
Hollencrest Capital Management
California
$1.07M – – –
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$1.04M +$318K +2,483 +44%
4 5
6
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