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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$204M
2
CS
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
LPL Financial
California
$102M
4
SIM
Sigma Investment Management
Oregon
$26M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$111M
2
TWM
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
Stifel Financial
Missouri
$23.5M
4
TA
Teachers Advisors
New York
$9.72M
5
RJA
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Washington Trust
Rhode Island
$1.02M +$23.6K +195 +2%
HCM
152
Hollencrest Capital Management
California
$1.01M – – –
WP
153
WMS Partners
Maryland
$986K +$11.1K +92 +1%
BTNA
154
Bremer Trust National Association
Minnesota
$983K +$1.33K +11 +0.1%
MA
155
MUFG Americas
New York
$978K – – –
IC
156
Inverness Counsel
New York
$967K -$962K – –
CA
157
Cetera Advisors
Colorado
$960K -$90.6K -751 -9%
CCM
158
Catawba Capital Management
Virginia
$955K – – –
FWM
159
Frontier Wealth Management
Missouri
$917K – – –
HNB
160
Huntington National Bank
Ohio
$904K -$862K – –
RDM
161
Retirement Design & Management
Connecticut
$896K -$86K -712 -9%
CRC
162
Curi RMB Capital
Illinois
$877K -$14.2M -117,129 -94%
Franklin Resources
163
Franklin Resources
California
$867K – – –
Millennium Management
164
Millennium Management
New York
$863K -$33.7K -279 -4%
SSWM
165
Smith Salley Wealth Management
North Carolina
$859K +$2.78K +23 +0.3%
CBU
166
CIBC Bank USA
Illinois
$812K – – –
EVM
167
Eaton Vance Management
Massachusetts
$812K – – –
HJA
168
Hugh Johnson Advisors
New York
$809K +$121 +1 +0%
SCA
169
Salient Capital Advisors
Texas
$786K +$48.7K +403 +7%
MFT
170
Moisand Fitzgerald Tamayo
Florida
$779K -$96.4K -798 -11%
CCM
171
Condor Capital Management
New Jersey
$765K +$765K +6,332 New
SG Americas Securities
172
SG Americas Securities
New York
$764K +$584K +4,833 +324%
JFG
173
JMG Financial Group
Illinois
$759K +$25.5K +211 +3%
FHC
174
First Heartland Consultants
Missouri
$746K -$76.2K -631 -9%
Truist Financial
175
Truist Financial
North Carolina
$676K – – –
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7
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