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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$521K +$1.02K +9 +0.2%
CTC
177
Central Trust Company
Missouri
$520K +$1.25K +11 +0.2%
GH
178
GAM Holding
Switzerland
$513K -$513K -4,500 -50%
CPA
179
Court Place Advisors
Maryland
$510K +$910 +8 +0.2%
LW
180
Linscomb Wealth
Texas
$509K +$59.4K +522 +13%
GWS
181
Glassman Wealth Services
Virginia
$489K – – –
CDIA
182
Capital Directions Investment Advisors
Georgia
$486K – – –
NAM
183
NTV Asset Management
West Virginia
$485K -$110K -965 -18%
Citigroup
184
Citigroup
New York
$468K +$3.41K +30 +0.7%
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$467K – – –
HSBC Holdings
186
HSBC Holdings
United Kingdom
$457K -$167K -1,470 -27%
NIA
187
Northstar Investment Advisors
Colorado
$428K – – –
BCI
188
Brinker Capital Investments
Pennsylvania
$422K -$1.35M -11,827 -76%
GIA
189
GHP Investment Advisors
Colorado
$415K +$40.3K +354 +11%
SCM
190
Sterling Capital Management
North Carolina
$415K +$415K +3,642 New
State Board of Administration of Florida Retirement System
191
State Board of Administration of Florida Retirement System
Florida
$410K – – –
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$399K – – –
SHCM
193
Stokes & Hubbell Capital Management
Louisiana
$399K +$399K +3,500 New
CAW
194
Cornerstone Advisors (Washington)
Washington
$391K -$14.4K -126 -4%
SCA
195
Salient Capital Advisors
Texas
$388K +$4.9K +43 +1%
NEAM
196
New England Asset Management
Connecticut
$382K – – –
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$368K -$28.5K -250 -7%
SCG
198
Sonata Capital Group
Washington
$353K – – –
BEC
199
Blue Edge Capital
Virginia
$342K – – –
CB
200
Chemical Bank
Michigan
$341K – – –
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8
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