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iShares Russell 3000 ETF
IWV

Overview Fund Activity

281 hedge funds and large institutions have $2.86B invested in iShares Russell 3000 ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 26 closing their positions.

Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
7.58%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.76%
New
26
Increased
78
Reduced
99
Closed
26
Calls
$1.1M
Puts
$2.62M
Net Calls
-$1.51M
Net Calls Change
-$421K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$215M
2
VF
2
Virtu Financial
New York
$22.3M
3
TWM
3
Tanglewood Wealth Management
Texas
$79.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$51.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.4M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$3.91M
2
SCM
2
SCS Capital Management
Massachusetts
$687M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
UBS Group
4
UBS Group
Switzerland
$73.8M
5
State Board of Administration of Florida Retirement System
5
State Board of Administration of Florida Retirement System
Florida
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$687M 5,542,995 -365,943 -6%
Bank of America
2
Bank of America
North Carolina
$215M 1,736,827 +260,370 +18%
EK
3
Evensky & Katz
Florida
$153M 1,238,084 -37,686 -3%
P
4
Pitcairn
Pennsylvania
$104M 835,735 -53,544 -6%
Northern Trust
5
Northern Trust
Illinois
$102M 825,457 -38,108 -4%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$80.8M 651,885 -12,571 -2%
TWM
7
Tanglewood Wealth Management
Texas
$79.5M 641,631 +149,984 +31%
UBS Group
8
UBS Group
Switzerland
$73.8M 595,499 -205,280 -26%
Aviva
9
Aviva
United Kingdom
$65.5M 528,105 -25,962 -5%
B
10
Barings
North Carolina
$62.3M 502,589 -12,900 -3%
Stifel Financial
11
Stifel Financial
Missouri
$51.4M 416,663 +95,796 +30%
RMDI
12
R.M. Davis Inc
Maine
$49.3M 397,303 +476 +0.1%
CAL
13
Capital Analysts LLC
Pennsylvania
$47.9M 386,348 -65,476 -14%
Morgan Stanley
14
Morgan Stanley
New York
$40.1M 323,431 +345 +0.1%
LPL Financial
15
LPL Financial
California
$38.6M 311,907 -22,382 -7%
Goldman Sachs
16
Goldman Sachs
New York
$38.5M 310,308 -246,457 -44%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$36.2M 291,650 -85,548 -23%
BJL
18
Brighton Jones LLC
Washington
$34.6M 279,110 -24,779 -8%
UCFA
19
United Capital Financial Advisors
Texas
$34.2M 276,152 -26,051 -9%
TCT
20
TIAA CREF Trust
Missouri
$33.2M 267,887 -3,827 -1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$31.3M 252,142 +261 +0.1%
US Bancorp
22
US Bancorp
Minnesota
$30.6M 247,177 -2,087 -0.8%
GAG
23
GM Advisory Group
New York
$30.4M 245,598 +219 +0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$27.9M 225,171 -4,120 -2%
SP
25
Stairway Partners
Illinois
$26.3M 212,328 -1,152 -0.5%
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