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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
United Capital Financial Advisors
Texas
$48.6M
5
TA
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$550K
3
CS
Credit Suisse
Switzerland
$5.13M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
TC
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
151
AllianceBernstein
Tennessee
$1.03M – – –
IC
152
Inverness Counsel
New York
$1.03M -$992K – –
CCM
153
Catawba Capital Management
Virginia
$1.01M -$3.21K -25 -0.3%
CA
154
Cetera Advisors
Colorado
$995K -$20.9K -163 -2%
FWM
155
Frontier Wealth Management
Missouri
$973K – – –
Neuberger Berman Group
156
Neuberger Berman Group
New York
$966K -$10.8M -84,605 -92%
HNB
157
Huntington National Bank
Ohio
$959K -$889K – –
Franklin Resources
158
Franklin Resources
California
$920K – – –
Millennium Management
159
Millennium Management
New York
$896K +$53.3K +416 +6%
FHC
160
First Heartland Consultants
Missouri
$878K +$51.8K +404 +6%
EVM
161
Eaton Vance Management
Massachusetts
$852K – – –
CBU
162
CIBC Bank USA
Illinois
$850K -$11.8K -92 -1%
SSWM
163
Smith Salley Wealth Management
North Carolina
$849K -$21.9K -171 -3%
SPWA
164
SteelBridge Private Wealth Advisors
Florida
$828K – – –
MFT
165
Moisand Fitzgerald Tamayo
Florida
$827K – – –
CCM
166
Condor Capital Management
New Jersey
$812K – – –
JFG
167
JMG Financial Group
Illinois
$801K +$2.43K +19 +0.3%
CFN
168
Cordasco Financial Network
Florida
$792K – – –
HJA
169
Hugh Johnson Advisors
New York
$788K -$69.7K -544 -8%
MA
170
MUFG Americas
New York
$755K -$282K -2,200 -27%
BTNA
171
Bremer Trust National Association
Minnesota
$745K -$180K -1,402 -19%
CCM
172
Coldstream Capital Management
Washington
$706K – – –
HWP
173
Hefty Wealth Partners
Indiana
$698K +$55.6K +434 +9%
NPF
174
Norris Perne & French
Michigan
$686K – – –
CTA
175
Chesley Taft & Associates
Illinois
$679K – – –
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7
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