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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$315M
2
Bank of America
Bank of America
North Carolina
+$60.8M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$49.4M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27.6M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$34.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.6M
3
UCFA
United Capital Financial Advisors
Texas
-$24.2M
4
BJL
Brighton Jones LLC
Washington
-$20.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
201
Girard Securities
California
$695K – – –
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$681K -$1.33K -10 -0.2%
BSW
203
Buckingham Strategic Wealth
Missouri
$679K – – –
PG
204
Patten Group
Tennessee
$676K -$40.8K -300 -6%
KP
205
Keel Point
Alabama
$675K – – –
CCM
206
Coldstream Capital Management
Washington
$665K -$67.2K -505 -9%
Truist Financial
207
Truist Financial
North Carolina
$660K – – –
VKH
208
Virtu KCG Holdings
New York
$660K +$660K +4,965 New
CCM
209
Cribstone Capital Management
Maine
$643K +$125K +924 +24%
AIA
210
Allegis Investment Advisors
Idaho
$639K -$2.04M -15,324 -76%
UB
211
UMB Bank
Missouri
$634K +$27.4K +206 +5%
SCA
212
Salient Capital Advisors
Texas
$607K +$25.8K +194 +4%
CPA
213
Court Place Advisors
Maryland
$603K +$1.2K +9 +0.2%
GH
214
GAM Holding
Switzerland
$598K -$598K -4,500 -50%
HSBC Holdings
215
HSBC Holdings
United Kingdom
$587K +$13.3K +100 +2%
OCM
216
One Capital Management
California
$585K -$3.73K -28 -0.6%
WPA
217
West Paces Advisors
Georgia
$572K +$572K +4,300 New
GWS
218
Glassman Wealth Services
Virginia
$571K – – –
CDIA
219
Capital Directions Investment Advisors
Georgia
$568K – – –
ADL
220
Asset Dedication LLC
California
$564K – – –
DIA
221
Dana Investment Advisors
Wisconsin
$553K +$553K +4,155 New
NFG
222
Next Financial Group
Texas
$549K +$92.9K +699 +20%
VCP
223
Vista Capital Partners
Oregon
$547K +$547K +4,116 New
LW
224
Linscomb Wealth
Texas
$545K +$266 +2 +0%
AFP
225
Ausdal Financial Partners
Iowa
$520K -$8.64K -65 -2%
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