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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
201
SOL Capital Management
Maryland
$333K – – –
PA
202
Paracle Advisors
Washington
$324K – – –
Comerica Bank
203
Comerica Bank
Texas
$323K -$879K -7,713 -73%
FCI
204
Financial Counselors Inc
Kansas
$315K – – –
PA
205
Parkside Advisors
California
$314K +$314K +2,759 New
CCFCSB
206
Cape Cod Five Cents Savings Bank
Massachusetts
$302K -$309K -2,711 -51%
SC
207
SouthState Corp
Florida
$295K – – –
M&T Bank
208
M&T Bank
New York
$295K +$45.1K +396 +18%
RFC
209
Regions Financial Corp
Alabama
$292K +$6.38K +56 +2%
SI
210
SII Investments
Wisconsin
$292K +$292K +2,562 New
BHIA
211
Birch Hill Investment Advisors
Massachusetts
$288K -$11.9K -105 -4%
FB
212
Fulton Bank
Pennsylvania
$287K – – –
CFA
213
Capstone Financial Advisors
Illinois
$277K – – –
GA
214
Geneva Advisors
Illinois
$273K +$114 +1 +0%
SCM
215
Symons Capital Management
Pennsylvania
$271K +$61.8K +542 +30%
BCM
216
Becker Capital Management
Oregon
$267K – – –
UBWV
217
United Bank (West Virginia)
West Virginia
$261K – – –
GMA
218
Goldstein Munger & Associates
California
$258K +$114 +1 +0%
I
219
IberiaBank
Louisiana
$256K – – –
BDF
220
Balasa Dinverno & Foltz
$254K – – –
ICAS
221
Investors Capital Advisory Services
Massachusetts
$246K – – –
FAT
222
First American Trust
California
$245K -$38.9K -342 -14%
SMA
223
Simply Money Advisors
Ohio
$243K +$9.57K +84 +4%
SC
224
Savant Capital
Illinois
$241K – – –
Verition Fund Management
225
Verition Fund Management
Connecticut
$241K +$241K +2,115 New
7 8
9
10 11