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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$892K +$404K +3,249 +83%
Franklin Resources
152
Franklin Resources
California
$889K – – –
Truist Financial
153
Truist Financial
North Carolina
$885K +$521K +4,206 +143%
HJA
154
Hugh Johnson Advisors
New York
$860K – – –
EWA
155
EP Wealth Advisors
California
$833K – – –
CBU
156
CIBC Bank USA
Illinois
$833K -$9.3K -75 -1%
WT
157
Washington Trust
Rhode Island
$832K +$21.4K +173 +3%
EVM
158
Eaton Vance Management
Massachusetts
$797K +$62K +500 +8%
VFS
159
VSR Financial Services
Kansas
$758K -$146K -1,175 -16%
JFG
160
JMG Financial Group
Illinois
$748K – – –
CL
161
CPWM LLC
Washington
$719K +$124 +1 +0%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$679K +$14.9K +120 +2%
IF
163
Ironwood Financial
Arizona
$672K -$16.6K -134 -2%
CWM
164
Calamos Wealth Management
Illinois
$670K – – –
CCFCSB
165
Cape Cod Five Cents Savings Bank
Massachusetts
$664K -$268K -2,163 -29%
CTA
166
Chesley Taft & Associates
Illinois
$657K +$37.8K +305 +6%
NAM
167
NTV Asset Management
West Virginia
$648K – – –
KP
168
Keel Point
Alabama
$648K – – –
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$612K +$84.3K +680 +16%
Millennium Management
170
Millennium Management
New York
$589K -$206K -1,665 -26%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$574K +$6.2K +50 +1%
SBH
172
Segall Bryant & Hamill
Illinois
$570K -$6.2K -50 -1%
EAM
173
Evanson Asset Management
California
$567K +$1.24K +10 +0.2%
CTC
174
Central Trust Company
Missouri
$565K +$565K +4,558 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$559K -$9.92K -80 -2%
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7
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