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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
GHP Investment Advisors
Colorado
$469K +$256 +2 +0.1%
M&T Bank
202
M&T Bank
New York
$463K -$6.67K -52 -1%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$461K -$30K -234 -6%
NIA
204
Northstar Investment Advisors
Colorado
$460K – – –
PJSIMP
205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$449K – – –
SHCM
206
Stokes & Hubbell Capital Management
Louisiana
$449K – – –
FNBT
207
FineMark National Bank & Trust
Florida
$445K -$16K -125 -3%
NFG
208
Next Financial Group
Texas
$440K +$430K +3,355 +4,357%
NEAM
209
New England Asset Management
Connecticut
$429K – – –
EAM
210
Evanson Asset Management
California
$425K -$127K -987 -23%
CRC
211
Curi RMB Capital
Illinois
$423K -$463K -3,612 -52%
RPGK
212
Retirement Planning Group (Kansas)
Kansas
$414K – – –
Citigroup
213
Citigroup
New York
$407K +$92.2K +719 +29%
BTS
214
BB&T Securities
Virginia
$403K -$363K -2,833 -47%
SCG
215
Sonata Capital Group
Washington
$397K – – –
Comerica Bank
216
Comerica Bank
Texas
$386K -$12.9K -101 -3%
CB
217
Chemical Bank
Michigan
$386K – – –
BEC
218
Blue Edge Capital
Virginia
$385K – – –
SCM
219
SOL Capital Management
Maryland
$375K – – –
PA
220
Paracle Advisors
Washington
$366K +$366K +2,857 New
BHIA
221
Birch Hill Investment Advisors
Massachusetts
$353K – – –
HCIA
222
Hochman Cole Investment Advisors
Illinois
$343K – – –
FB
223
Fulton Bank
Pennsylvania
$343K +$36.5K +285 +12%
CTC
224
Central Trust Company
Missouri
$342K -$16.3K -127 -5%
Creative Planning
225
Creative Planning
Kansas
$333K +$70.2K +548 +27%
7 8
9
10 11