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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$315M
2
Bank of America
Bank of America
North Carolina
+$60.8M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$49.4M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27.6M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$34.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
3
UCFA
United Capital Financial Advisors
Texas
-$24.2M
4
BJL
Brighton Jones LLC
Washington
-$20.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
176
Cordasco Financial Network
Florida
$1.07M +$217K +1,628 +25%
CCM
177
Catawba Capital Management
Virginia
$1.05M +$3.99K +30 +0.4%
FWM
178
Frontier Wealth Management
Missouri
$1.01M – – –
HWP
179
Hefty Wealth Partners
Indiana
$969K +$245K +1,839 +34%
HNB
180
Huntington National Bank
Ohio
$968K -$959K – –
Franklin Resources
181
Franklin Resources
California
$954K – – –
FHC
182
First Heartland Consultants
Missouri
$953K +$42.6K +320 +5%
LF
183
Lee Financial
Texas
$901K +$901K +6,777 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$896K +$595K +4,475 +198%
EVM
185
Eaton Vance Management
Massachusetts
$882K -$1.33K -10 -0.2%
CBU
186
CIBC Bank USA
Illinois
$881K – – –
Citigroup
187
Citigroup
New York
$853K +$431K +3,245 +102%
MFT
188
Moisand Fitzgerald Tamayo
Florida
$844K -$13.7K -103 -2%
JFG
189
JMG Financial Group
Illinois
$841K +$9.84K +74 +1%
EWM
190
Evercore Wealth Management
New York
$834K +$589K +4,433 +241%
HJA
191
Hugh Johnson Advisors
New York
$821K +$3.46K +26 +0.4%
Millennium Management
192
Millennium Management
New York
$795K -$135K -1,012 -14%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$785K +$176K +1,322 +29%
MA
194
MUFG Americas
New York
$783K – – –
SSWM
195
Smith Salley Wealth Management
North Carolina
$772K -$109K -816 -12%
BTNA
196
Bremer Trust National Association
Minnesota
$771K -$1.46K -11 -0.2%
NPF
197
Norris Perne & French
Michigan
$755K +$43.2K +325 +6%
PFA
198
Pure Financial Advisors
California
$720K +$35.8K +269 +5%
CTA
199
Chesley Taft & Associates
Illinois
$708K +$3.32K +25 +0.5%
PFA
200
Pinnacle Family Advisors
Missouri
$703K +$703K +5,290 New
6 7
8
9 10