IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
176
BB&T Securities
Virginia
$741K +$509K +4,106 +219%
NSCM
177
New South Capital Management
Tennessee
$719K +$719K +5,800 New
Truist Financial
178
Truist Financial
North Carolina
$712K +$18.1K +146 +3%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$700K +$192K +1,546 +38%
TFCP
180
Twin Focus Capital Partners
Massachusetts
$686K -$1.16M -9,376 -63%
CCM
181
Coldstream Capital Management
Washington
$683K – – –
PG
182
Patten Group
Tennessee
$665K +$27.3K +220 +4%
NPF
183
Norris Perne & French
Michigan
$664K – – –
CTA
184
Chesley Taft & Associates
Illinois
$657K – – –
GS
185
Girard Securities
California
$649K – – –
PFA
186
Pure Financial Advisors
California
$644K -$1.7M -13,746 -73%
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$636K +$1.86K +15 +0.3%
BSW
188
Buckingham Strategic Wealth
Missouri
$633K +$22.8K +184 +4%
KP
189
Keel Point
Alabama
$629K – – –
HWP
190
Hefty Wealth Partners
Indiana
$621K +$284K +2,295 +84%
SF
191
Synovus Financial
Georgia
$619K +$481K +3,876 +348%
WSTAM
192
Wilbanks Smith & Thomas Asset Management
Virginia
$593K – – –
UB
193
UMB Bank
Missouri
$592K +$18.6K +150 +3%
SBH
194
Segall Bryant & Hamill
Illinois
$561K -$9.3K -75 -2%
CPA
195
Court Place Advisors
Maryland
$559K – – –
GH
196
GAM Holding
Switzerland
$558K – – –
BCI
197
Brinker Capital Investments
Pennsylvania
$547K -$69.2K -558 -11%
EAM
198
Evanson Asset Management
California
$534K – – –
GWS
199
Glassman Wealth Services
Virginia
$533K – – –
CDIA
200
Capital Directions Investment Advisors
Georgia
$530K – – –
6 7
8
9 10