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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$204M
2
CS
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
LPL Financial
California
$102M
4
SIM
Sigma Investment Management
Oregon
$26M
5
OBWP
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$111M
2
TWM
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
Stifel Financial
Missouri
$23.5M
4
TA
Teachers Advisors
New York
$9.72M
5
RJA
Raymond James & Associates
Florida
$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
GHP Investment Advisors
Colorado
$442K +$725 +6 +0.2%
NIA
202
Northstar Investment Advisors
Colorado
$440K – – –
FNBT
203
FineMark National Bank & Trust
Florida
$435K -$260K -2,150 -37%
PJSIMP
204
P.J. Schmidt Investment Management (PJS)
Wisconsin
$423K – – –
SHCM
205
Stokes & Hubbell Capital Management
Louisiana
$423K – – –
MFS
206
MSI Financial Services
Massachusetts
$417K -$17.7K -146 -4%
Citigroup
207
Citigroup
New York
$414K -$113K -936 -21%
NEAM
208
New England Asset Management
Connecticut
$405K – – –
RPGK
209
Retirement Planning Group (Kansas)
Kansas
$391K – – –
FCI
210
Financial Counselors Inc
Kansas
$388K – – –
GA
211
Geneva Advisors
Illinois
$378K – – –
Comerica Bank
212
Comerica Bank
Texas
$375K -$5.84M -47,754 -94%
SCG
213
Sonata Capital Group
Washington
$375K – – –
CB
214
Chemical Bank
Michigan
$368K – – –
BEC
215
Blue Edge Capital
Virginia
$363K – – –
Jane Street
216
Jane Street
New York
$354K -$12.2M -100,877 -97%
SCM
217
SOL Capital Management
Maryland
$354K – – –
PA
218
Paracle Advisors
Washington
$345K +$242 +2 +0.1%
BHIA
219
Birch Hill Investment Advisors
Massachusetts
$344K +$38.1K +315 +12%
CTC
220
Central Trust Company
Missouri
$342K -$211K -1,741 -38%
HWP
221
Hefty Wealth Partners
Indiana
$328K +$328K +2,720 New
HCIA
222
Hochman Cole Investment Advisors
Illinois
$324K – – –
CFN
223
Cordasco Financial Network
Florida
$314K +$297K +2,460 +1,757%
CAW
224
Cornerstone Advisors (Washington)
Washington
$311K -$104K -860 -25%
BOS
225
Bingham Osborn & Scarborough
California
$303K +$303K +2,510 New
7 8
9
10 11