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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
151
BOK Financial Private Wealth
Colorado
$847K 7,436 – –
Federated Hermes
152
Federated Hermes
Pennsylvania
$839K 7,371 +7,319 +14,075%
HNB
153
Huntington National Bank
Ohio
– – – –
Franklin Resources
154
Franklin Resources
California
$817K 7,174 – –
SSWM
155
Smith Salley Wealth Management
North Carolina
$807K 7,087 -162 -2%
FHC
156
First Heartland Consultants
Missouri
$786K 6,899 -1,096 -14%
CA
157
Cetera Advisors
Colorado
$774K 6,788 -394 -5%
EWA
158
EP Wealth Advisors
California
$766K 6,722 – –
HJA
159
Hugh Johnson Advisors
New York
$765K 6,721 -215 -3%
CBU
160
CIBC Bank USA
Illinois
$765K 6,717 – –
EVM
161
Eaton Vance Management
Massachusetts
$727K 6,381 -50 -0.8%
IF
162
Ironwood Financial
Arizona
$719K 6,313 +894 +16%
JFG
163
JMG Financial Group
Illinois
$692K 6,072 +35 +0.6%
CL
164
CPWM LLC
Washington
$661K 5,801 +1 +0%
FNBT
165
FineMark National Bank & Trust
Florida
$655K 5,750 +1,415 +33%
Truist Financial
166
Truist Financial
North Carolina
$635K 5,579 -1,560 -22%
BSW
167
Buckingham Strategic Wealth
Missouri
$610K 5,354 +1,600 +43%
CTA
168
Chesley Taft & Associates
Illinois
$606K 5,325 +25 +0.5%
VFS
169
VSR Financial Services
Kansas
$596K 5,237 -881 -14%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$587K 5,150 +215 +4%
KP
171
Keel Point
Alabama
$582K 5,111 – –
NPF
172
Norris Perne & French
Michigan
$552K 4,850 +1,000 +26%
NPC
173
National Planning Corporation
California
$532K 4,274 +704 +20%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$528K 4,632 +2 +0%
SBH
175
Segall Bryant & Hamill
Illinois
$524K 4,600 – –
5 6
7
8 9