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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG Americas Securities
4
SG Americas Securities
New York
$7.55M
5
P
5
Pitcairn
Pennsylvania
$126M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
201
Asset Dedication LLC
California
$524K +$124 +1 +0%
SCA
202
Salient Capital Advisors
Texas
$523K -$284K -2,289 -35%
PPA
203
Parametric Portfolio Associates
Washington
$521K -$7M -56,428 -93%
LW
204
Linscomb Wealth
Texas
$508K – – –
AFP
205
Ausdal Financial Partners
Iowa
$498K – – –
HSBC Holdings
206
HSBC Holdings
United Kingdom
$497K -$12.4K -100 -2%
SCM
207
Symons Capital Management
Pennsylvania
$486K +$192K +1,550 +65%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$475K +$10K +81 +2%
M&T Bank
209
M&T Bank
New York
$454K -$833K -6,718 -65%
GIA
210
GHP Investment Advisors
Colorado
$453K – – –
NIA
211
Northstar Investment Advisors
Colorado
$452K – – –
FNBT
212
FineMark National Bank & Trust
Florida
$446K – – –
FCI
213
Financial Counselors Inc
Kansas
$446K +$48.3K +390 +12%
PJSIMP
214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K – – –
SHCM
215
Stokes & Hubbell Capital Management
Louisiana
$434K – – –
NEAM
216
New England Asset Management
Connecticut
$415K – – –
Comerica Bank
217
Comerica Bank
Texas
$402K +$7.33K +57 +2%
RPGK
218
Retirement Planning Group (Kansas)
Kansas
$401K – – –
SCG
219
Sonata Capital Group
Washington
$384K – – –
CAW
220
Cornerstone Advisors (Washington)
Washington
$381K +$61.2K +493 +19%
CB
221
Chemical Bank
Michigan
$373K -$4.59K -37 -1%
BEC
222
Blue Edge Capital
Virginia
$372K – – –
NPC
223
National Planning Corporation
California
$371K -$173K -1,358 -32%
SCM
224
SOL Capital Management
Maryland
$363K – – –
IA
225
IFP Advisors
Florida
$347K +$282K +2,275 +438%
7 8
9
10 11