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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$270M
2
AQR Capital Management
AQR Capital Management
Connecticut
$148M
3
LPL Financial
LPL Financial
California
$75.4M
4
TA
Teachers Advisors
New York
$28M
5
P
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$645M
2
TWM
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
UBS Group
Switzerland
$58.1M
4
AL
Aspiriant LLC
California
$7.15M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
176
Moisand Fitzgerald Tamayo
Florida
$872K +$872K +7,246 New
Franklin Resources
177
Franklin Resources
California
$863K – – –
HNB
178
Huntington National Bank
Ohio
$862K -$831K – –
SSWM
179
Smith Salley Wealth Management
North Carolina
$853K – – –
FHC
180
First Heartland Consultants
Missouri
$819K -$11.1K -92 -1%
EVM
181
Eaton Vance Management
Massachusetts
$809K +$40.9K +340 +5%
CBU
182
CIBC Bank USA
Illinois
$808K – – –
HJA
183
Hugh Johnson Advisors
New York
$805K -$3.85K -32 -0.5%
VFS
184
VSR Financial Services
Kansas
$798K +$168K +1,399 +27%
ADL
185
Asset Dedication LLC
California
$794K +$794K +6,602 New
SEI Investments
186
SEI Investments
Pennsylvania
$735K +$708K +5,888 +2,629%
SCA
187
Salient Capital Advisors
Texas
$734K +$325K +2,700 +79%
JFG
188
JMG Financial Group
Illinois
$731K – – –
FNBT
189
FineMark National Bank & Trust
Florida
$692K – – –
Truist Financial
190
Truist Financial
North Carolina
$673K +$1.81K +15 +0.3%
AIA
191
Allegis Investment Advisors
Idaho
$673K +$673K +5,591 New
BSW
192
Buckingham Strategic Wealth
Missouri
$644K – – –
NPF
193
Norris Perne & French
Michigan
$644K +$60.2K +500 +10%
CTA
194
Chesley Taft & Associates
Illinois
$638K -$3.01K -25 -0.5%
SBH
195
Segall Bryant & Hamill
Illinois
$633K +$79.8K +664 +14%
GS
196
Girard Securities
California
$628K +$628K +5,224 New
FLPIM
197
F.L. Putnam Investment Management
Massachusetts
$617K -$2.41K -20 -0.4%
VFA
198
Voya Financial Advisors
Connecticut
$617K +$617K +5,077 New
KP
199
Keel Point
Alabama
$615K – – –
CDIA
200
Capital Directions Investment Advisors
Georgia
$614K +$99.9K +830 +19%
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8
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