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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$270M
2
AQR Capital Management
AQR Capital Management
Connecticut
$148M
3
LPL Financial
LPL Financial
California
$75.4M
4
TA
Teachers Advisors
New York
$28M
5
P
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$645M
2
TWM
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
UBS Group
Switzerland
$58.1M
4
AL
Aspiriant LLC
California
$7.15M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
201
Brinker Capital Investments
Pennsylvania
$576K +$130K +1,076 +29%
GLA
202
Great Lakes Advisors
Illinois
$569K +$569K +4,733 New
OCM
203
Osterweis Capital Management
California
$568K -$2.62M – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$566K +$415K +3,445 +274%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$558K +$481 +4 +0.1%
CTC
206
Central Trust Company
Missouri
$550K – – –
GH
207
GAM Holding
Switzerland
$541K – – –
CPA
208
Court Place Advisors
Maryland
$541K +$2.04K +17 +0.4%
LW
209
Linscomb Wealth
Texas
$537K -$1.08K -9 -0.2%
Citigroup
210
Citigroup
New York
$525K +$30.2K +251 +6%
EAM
211
Evanson Asset Management
California
$517K -$34.2K -284 -6%
GWS
212
Glassman Wealth Services
Virginia
$517K – – –
CAM
213
Congress Asset Management
Massachusetts
$502K +$502K +4,176 New
HSBC Holdings
214
HSBC Holdings
United Kingdom
$494K +$12K +100 +2%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$493K – – –
AFP
216
Ausdal Financial Partners
Iowa
$483K +$483K +4,012 New
RP
217
Reinhart Partners
Wisconsin
$479K +$479K +3,980 New
CPO
218
Cerity Partners OCIO
New York
$454K -$1.3M -10,768 -74%
GIA
219
GHP Investment Advisors
Colorado
$439K +$241 +2 +0.1%
SAM
220
Steinberg Asset Management
New York
$439K +$439K +3,650 New
NIA
221
Northstar Investment Advisors
Colorado
$438K -$13.8K -115 -3%
MFS
222
MSI Financial Services
Massachusetts
$432K +$311K +2,589 +258%
SIM
223
Sigma Investment Management
Oregon
$428K -$1.86M -15,440 -81%
PJSIMP
224
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K – – –
SHCM
225
Stokes & Hubbell Capital Management
Louisiana
$421K – – –
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9
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