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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$270M
2
AQR Capital Management
AQR Capital Management
Connecticut
$148M
3
LPL Financial
LPL Financial
California
$75.4M
4
TA
Teachers Advisors
New York
$28M
5
P
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$645M
2
TWM
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
UBS Group
Switzerland
$58.1M
4
AL
Aspiriant LLC
California
$7.15M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$1.34M +$151K +1,257 +13%
OCM
152
One Capital Management
California
$1.28M -$275K -2,151 -18%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$1.28M +$846K +7,035 +195%
JWA
154
JFS Wealth Advisors
Pennsylvania
$1.2M +$1.2M +9,963 New
FEG
155
Fund Evaluation Group
Ohio
$1.19M – – –
TCM
156
Tran Capital Management
California
$1.18M +$1.18M +9,832 New
Kayne Anderson Rudnick Investment Management
157
Kayne Anderson Rudnick Investment Management
California
$1.16M +$85.6K +712 +8%
GW
158
GW & Wade
Massachusetts
$1.16M – – –
NPC
159
National Planning Corporation
California
$1.06M +$593K +5,393 +126%
RC
160
Rinet Company
Massachusetts
$1.06M +$92.5K +769 +10%
UB
161
UMB Bank
Missouri
$1.06M +$1.06M +8,800 New
CA
162
Cetera Advisors
Colorado
$1.05M +$231K +1,917 +28%
WA
163
Wealth Architects
California
$1.05M -$42K -349 -4%
EWA
164
EP Wealth Advisors
California
$1.04M +$232K +1,931 +29%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$1.04M +$1.04M +8,637 New
HCM
166
Hollencrest Capital Management
California
$1M – – –
WT
167
Washington Trust
Rhode Island
$996K +$63.7K +530 +7%
RDM
168
Retirement Design & Management
Connecticut
$978K +$978K +8,128 New
BTNA
169
Bremer Trust National Association
Minnesota
$977K -$16.8K -140 -2%
MA
170
MUFG Americas
New York
$973K +$10.8K +90 +1%
WP
171
WMS Partners
Maryland
$970K +$970K +8,065 New
IC
172
Inverness Counsel
New York
$962K -$911K – –
CCM
173
Catawba Capital Management
Virginia
$950K – – –
FWM
174
Frontier Wealth Management
Missouri
$913K -$9.62K -80 -1%
Millennium Management
175
Millennium Management
New York
$892K -$817K -6,792 -48%
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