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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Wealth Architects
California
$1.08M -$124 -1 -0%
EWA
152
EP Wealth Advisors
California
$1.05M – – –
VF
153
Virtu Financial
New York
$1.05M -$8.64M -69,707 -89%
HCM
154
Hollencrest Capital Management
California
$1.03M – – –
MA
155
MUFG Americas
New York
$1M – – –
AllianceBernstein
156
AllianceBernstein
Tennessee
$993K +$993K +8,008 New
IC
157
Inverness Counsel
New York
$992K -$967K – –
CA
158
Cetera Advisors
Colorado
$981K -$4.59K -37 -0.5%
CCM
159
Catawba Capital Management
Virginia
$976K -$3.72K -30 -0.4%
FWM
160
Frontier Wealth Management
Missouri
$941K – – –
BTNA
161
Bremer Trust National Association
Minnesota
$895K -$114K -918 -11%
Franklin Resources
162
Franklin Resources
California
$890K – – –
HNB
163
Huntington National Bank
Ohio
$889K -$904K – –
CRC
164
Curi RMB Capital
Illinois
$857K -$42.9K -346 -5%
SSWM
165
Smith Salley Wealth Management
North Carolina
$842K -$39.3K -317 -4%
CBU
166
CIBC Bank USA
Illinois
$833K – – –
HJA
167
Hugh Johnson Advisors
New York
$830K – – –
RDM
168
Retirement Design & Management
Connecticut
$828K -$91.5K -738 -10%
SPWA
169
SteelBridge Private Wealth Advisors
Florida
$825K +$552K +4,320 +202%
EVM
170
Eaton Vance Management
Massachusetts
$824K -$9.3K -75 -1%
Millennium Management
171
Millennium Management
New York
$815K -$70.3K -567 -8%
MFT
172
Moisand Fitzgerald Tamayo
Florida
$800K – – –
CFN
173
Cordasco Financial Network
Florida
$792K +$469K +3,785 +146%
CCM
174
Condor Capital Management
New Jersey
$785K – – –
JFG
175
JMG Financial Group
Illinois
$773K -$6.2K -50 -0.8%
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7
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