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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$204M
2
CS
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
LPL Financial
California
$102M
4
SIM
Sigma Investment Management
Oregon
$26M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$111M
2
TWM
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
Stifel Financial
Missouri
$23.5M
4
TA
Teachers Advisors
New York
$9.72M
5
RJA
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$665K +$665K +5,505 New
NPF
177
Norris Perne & French
Michigan
$647K – – –
CTA
178
Chesley Taft & Associates
Illinois
$641K – – –
GS
179
Girard Securities
California
$631K – – –
PG
180
Patten Group
Tennessee
$622K +$439K +3,630 +240%
FLPIM
181
F.L. Putnam Investment Management
Massachusetts
$618K -$1.81K -15 -0.3%
KP
182
Keel Point
Alabama
$613K -$4.35K -36 -0.7%
BCI
183
Brinker Capital Investments
Pennsylvania
$601K +$22.5K +186 +4%
BSW
184
Buckingham Strategic Wealth
Missouri
$595K -$52.6K -435 -8%
WSTAM
185
Wilbanks Smith & Thomas Asset Management
Virginia
$578K +$17.3K +143 +3%
UB
186
UMB Bank
Missouri
$559K -$505K -4,177 -47%
SBH
187
Segall Bryant & Hamill
Illinois
$556K -$80.3K -664 -13%
CPA
188
Court Place Advisors
Maryland
$545K +$1.21K +10 +0.2%
GH
189
GAM Holding
Switzerland
$544K – – –
EAM
190
Evanson Asset Management
California
$520K +$967 +8 +0.2%
GWS
191
Glassman Wealth Services
Virginia
$519K – – –
NPC
192
National Planning Corporation
California
$517K -$652K -5,393 -56%
CDIA
193
Capital Directions Investment Advisors
Georgia
$516K -$100K -830 -16%
RhumbLine Advisers
194
RhumbLine Advisers
Massachusetts
$516K +$516K +4,270 New
ADL
195
Asset Dedication LLC
California
$512K -$286K -2,368 -36%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$497K – – –
LW
197
Linscomb Wealth
Texas
$495K -$44.2K -366 -8%
LNWWM
198
Laird Norton Wetherby Wealth Management
California
$495K – – –
AFP
199
Ausdal Financial Partners
Iowa
$485K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$453K -$115K -953 -20%
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8
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