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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$215M
2
VF
Virtu Financial
New York
$22.3M
3
TWM
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$3.91M
2
SCM
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
UBS Group
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
201
Financial Counselors Inc
Kansas
$343K – – –
BHIA
202
Birch Hill Investment Advisors
Massachusetts
$327K -$8.81K -71 -3%
SC
203
SouthState Corp
Florida
$321K – – –
FB
204
Fulton Bank
Pennsylvania
$313K -$13.6K -110 -4%
RFC
205
Regions Financial Corp
Alabama
$311K +$311K +2,508 New
FAT
206
First American Trust
California
$309K -$88.7K -716 -22%
CFA
207
Capstone Financial Advisors
Illinois
$301K -$24.5K -198 -8%
GA
208
Geneva Advisors
Illinois
$297K – – –
AWS
209
Aris Wealth Services
Pennsylvania
$292K – – –
BCM
210
Becker Capital Management
Oregon
$290K – – –
UBWV
211
United Bank (West Virginia)
West Virginia
$284K – – –
JFA
212
JNBA Financial Advisors
Minnesota
$283K -$18.6K -150 -6%
GMA
213
Goldstein Munger & Associates
California
$280K – – –
I
214
IberiaBank
Louisiana
$279K +$29.9K +241 +12%
BDF
215
Balasa Dinverno & Foltz
$276K – – –
M&T Bank
216
M&T Bank
New York
$272K -$18.1K -146 -6%
ICAS
217
Investors Capital Advisory Services
Massachusetts
$268K +$14.9K +120 +6%
CPO
218
Cerity Partners OCIO
New York
$264K +$6.2K +50 +2%
SC
219
Savant Capital
Illinois
$262K – – –
FWCM
220
Ferguson Wellman Capital Management
Oregon
$255K – – –
SG Americas Securities
221
SG Americas Securities
New York
$254K -$973K -7,854 -79%
SMA
222
Simply Money Advisors
Ohio
$254K -$2.23K -18 -0.9%
HFS
223
HL Financial Services
Kentucky
$248K – – –
BTS
224
BB&T Securities
Virginia
$248K +$14.9K +120 +6%
WA
225
WBH Advisory
Maryland
$239K -$5.69K -46 -2%
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