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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
176
Court Place Advisors
Maryland
$555K – – –
FNBT
177
FineMark National Bank & Trust
Florida
$537K – – –
GWS
178
Glassman Wealth Services
Virginia
$533K – – –
CDIA
179
Capital Directions Investment Advisors
Georgia
$530K – – –
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$508K +$63.9K +515 +14%
Citigroup
181
Citigroup
New York
$506K -$409K -3,303 -45%
LW
182
Linscomb Wealth
Texas
$490K -$3.1K -25 -0.6%
NPF
183
Norris Perne & French
Michigan
$477K +$92.9K +750 +24%
NIA
184
Northstar Investment Advisors
Colorado
$466K -$7.44K -60 -2%
BSW
185
Buckingham Strategic Wealth
Missouri
$465K – – –
State Board of Administration of Florida Retirement System
186
State Board of Administration of Florida Retirement System
Florida
$446K -$14.2M -114,400 -97%
NPC
187
National Planning Corporation
California
$444K +$6.59K +53 +2%
CAW
188
Cornerstone Advisors (Washington)
Washington
$441K -$134K -1,081 -23%
PJSIMP
189
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K – – –
RPGK
190
Retirement Planning Group (Kansas)
Kansas
$432K -$12.4K -100 -3%
SCA
191
Salient Capital Advisors
Texas
$417K +$18.9K +152 +5%
NEAM
192
New England Asset Management
Connecticut
$415K -$40.9K -330 -9%
GIA
193
GHP Investment Advisors
Colorado
$408K +$408K +3,294 New
SCG
194
Sonata Capital Group
Washington
$384K – – –
LC
195
Lourd Capital
California
$374K – – –
CB
196
Chemical Bank
Michigan
$372K -$84.8K -683 -19%
BEC
197
Blue Edge Capital
Virginia
$372K – – –
MHS
198
M Holdings Securities
Oregon
$369K -$12.9K -104 -3%
SCM
199
SOL Capital Management
Maryland
$363K – – –
PA
200
Paracle Advisors
Washington
$354K +$248 +2 +0.1%
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