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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
United Capital Financial Advisors
Texas
$48.6M
5
TA
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$550K
3
CS
Credit Suisse
Switzerland
$5.13M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
TC
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
176
Girard Securities
California
$670K – – –
PG
177
Patten Group
Tennessee
$663K -$12.6K -100 -2%
PFA
178
Pure Financial Advisors
California
$660K -$6.41K -50 -1%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$658K – – –
BSW
180
Buckingham Strategic Wealth
Missouri
$654K – – –
KP
181
Keel Point
Alabama
$651K – – –
Truist Financial
182
Truist Financial
North Carolina
$636K -$99.3K -775 -14%
SBH
183
Segall Bryant & Hamill
Illinois
$617K +$36.7K +286 +6%
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$587K -$25.5K -199 -4%
UB
185
UMB Bank
Missouri
$584K -$27.5K -215 -5%
CPA
186
Court Place Advisors
Maryland
$580K +$1.92K +15 +0.3%
OCM
187
One Capital Management
California
$567K -$744K -5,809 -57%
SCA
188
Salient Capital Advisors
Texas
$560K +$19.2K +150 +4%
SF
189
Synovus Financial
Georgia
$555K -$84.3K -658 -13%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$552K +$38.4K +300 +7%
GWS
191
Glassman Wealth Services
Virginia
$551K – – –
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$550K -$21.3M -166,100 -97%
FPCP
193
Fort Point Capital Partners
California
$549K +$549K +4,284 New
CDIA
194
Capital Directions Investment Advisors
Georgia
$547K – – –
ADL
195
Asset Dedication LLC
California
$543K – – –
CFC
196
Coyle Financial Counsel
Illinois
$539K +$539K +4,243 New
LW
197
Linscomb Wealth
Texas
$525K +$256 +2 +0%
AFP
198
Ausdal Financial Partners
Iowa
$510K -$4.62K -36 -0.9%
SCM
199
Symons Capital Management
Pennsylvania
$503K +$256 +2 +0.1%
CCM
200
Cribstone Capital Management
Maine
$484K +$197K +1,562 +68%
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