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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$326M
2
Bank of America
Bank of America
North Carolina
$170M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
Goldman Sachs
New York
$87M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
United Capital Financial Advisors
Texas
$26.2M
4
BJL
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
151
Avalon Investment & Advisory
Texas
$1.43M +$1.43M +10,766 New
EPP
152
ETF Portfolio Partners
Kansas
$1.39M +$1.39M +10,472 New
RTS
153
Round Table Services
New Jersey
$1.34M +$46K +346 +4%
CL
154
CPWM LLC
Washington
$1.32M +$1.32M +9,956 New
MFS
155
MSI Financial Services
Massachusetts
$1.32M +$38.3K +288 +3%
TCM
156
Tran Capital Management
California
$1.31M +$1.31M +9,836 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$1.3M -$264K -1,983 -17%
FAAS
158
First Allied Advisory Services
California
$1.29M +$18.6K +140 +1%
MWM
159
Mission Wealth Management
California
$1.28M – – –
Neuberger Berman Group
160
Neuberger Berman Group
New York
$1.28M +$279K +2,099 +28%
GW
161
GW & Wade
Massachusetts
$1.28M – – –
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$1.23M -$10.2K -77 -0.8%
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.21M -$32.9K -247 -3%
Jane Street
164
Jane Street
New York
$1.18M +$1.18M +8,887 New
SEI Investments
165
SEI Investments
Pennsylvania
$1.15M +$1.15M +8,659 New
RC
166
Rinet Company
Massachusetts
$1.14M -$3.73K -28 -0.3%
SBH
167
Segall Bryant & Hamill
Illinois
$1.14M +$502K +3,777 +79%
AllianceBernstein
168
AllianceBernstein
Tennessee
$1.13M +$62K +466 +6%
PAG
169
Private Advisor Group
New Jersey
$1.13M -$172K -1,273 -13%
EWA
170
EP Wealth Advisors
California
$1.13M – – –
WA
171
Wealth Architects
California
$1.12M -$31.8K -239 -3%
HCM
172
Hollencrest Capital Management
California
$1.11M – – –
JFGLC
173
Johnson Financial Group LLC (Colorado)
Colorado
$1.1M +$1.1M +8,266 New
MWAC
174
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.09M -$746K -5,612 -41%
CA
175
Cetera Advisors
Colorado
$1.07M +$42.7K +321 +4%
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