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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$326M
2
Bank of America
Bank of America
North Carolina
$170M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
Goldman Sachs
New York
$87M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
United Capital Financial Advisors
Texas
$26.2M
4
BJL
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$2.16M +$129K +985 +6%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.15M -$99.2K -746 -4%
BA
128
BKS Advisors
Michigan
$2.09M -$37.6K -283 -2%
WSFS
129
Wilmington Savings Fund Society
Delaware
$2.07M – – –
SPWA
130
SteelBridge Private Wealth Advisors
Florida
$2.04M +$1.16M +8,600 +133%
IAS
131
IMA Advisory Services
Colorado
$1.91M -$1.61M -12,079 -46%
HHGA
132
Halbert Hargrove Global Advisors
California
$1.89M – – –
SA
133
SL Advisors
New Jersey
$1.85M – – –
LNWWM
134
Laird Norton Wetherby Wealth Management
California
$1.84M +$755K +5,679 +70%
BUB
135
BBVA USA Bancshares
Texas
$1.83M +$47.6K +358 +3%
KeyBank National Association
136
KeyBank National Association
Ohio
$1.82M -$1.99K -15 -0.1%
Mariner
137
Mariner
Kansas
$1.82M +$114K +857 +7%
SAM
138
Silvercrest Asset Management
New York
$1.81M -$471K -3,540 -21%
V
139
Veritable
Delaware
$1.79M +$4.12K +31 +0.2%
SBSB
140
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.79M -$172K -1,293 -9%
CPIM
141
Columbia Partners Investment Management
Virginia
$1.66M -$171K -1,286 -9%
FFBTD
142
First Financial Bank - Trust Division
Ohio
$1.64M – – –
Federated Hermes
143
Federated Hermes
Pennsylvania
$1.57M +$1.57M +11,772 New
LWA
144
Lowe Wealth Advisors
Maryland
$1.53M -$101K -759 -6%
WT
145
Washington Trust
Rhode Island
$1.52M +$147K +1,106 +11%
William Blair Investment Management
146
William Blair Investment Management
Illinois
$1.52M +$1.52M +11,400 New
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$1.5M +$31.9K +240 +2%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$1.5M +$131K +985 +10%
WIM
149
Weitz Investment Management
Nebraska
$1.46M +$1.46M +11,000 New
BFG
150
Beacon Financial Group
Texas
$1.46M -$169K -1,274 -10%
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