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iShares Russell 3000 ETF
IWV

Overview Fund Activity

290 hedge funds and large institutions have $2.82B invested in iShares Russell 3000 ETF in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
8.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.75%
New
28
Increased
104
Reduced
81
Closed
17
Calls
$10.7M
Puts
$6.13M
Net Calls
+$4.55M
Net Calls Change
+$6.06M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$90.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.5M
3
SCM
3
SCS Capital Management
Massachusetts
$655M
4
PPA
4
Parametric Portfolio Associates
Washington
$17M
5
AL
5
Aspiriant LLC
California
$17.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$25.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.88M
4
KAH
4
Kathryn A. Hall
$0
5
TT
5
Tiedemann Trust
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$655M 5,747,972 +204,977 +4%
Bank of America
2
Bank of America
North Carolina
$196M 1,722,224 -14,603 -0.8%
EK
3
Evensky & Katz
Florida
$137M 1,203,210 -34,874 -3%
Northern Trust
4
Northern Trust
Illinois
$97.7M 857,957 +32,500 +4%
P
5
Pitcairn
Pennsylvania
$95.3M 836,752 +1,017 +0.1%
AQR Capital Management
6
AQR Capital Management
Connecticut
$90.6M 795,665 +795,665 New
TWM
7
Tanglewood Wealth Management
Texas
$80.8M 709,562 +67,931 +11%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$74.5M 654,286 +2,401 +0.4%
UBS Group
9
UBS Group
Switzerland
$66.7M 585,405 -10,094 -2%
Aviva
10
Aviva
United Kingdom
$59.6M 523,156 -4,949 -0.9%
Stifel Financial
11
Stifel Financial
Missouri
$59.4M 521,889 +105,226 +25%
B
12
Barings
North Carolina
$57.2M 502,589 – –
RMDI
13
R.M. Davis Inc
Maine
$45.2M 397,303 – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$40.5M 355,854 +355,854 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$39.3M 344,941 +53,291 +18%
UCFA
16
United Capital Financial Advisors
Texas
$39M 342,699 +66,547 +24%
LPL Financial
17
LPL Financial
California
$36.4M 308,813 -3,094 -1%
Morgan Stanley
18
Morgan Stanley
New York
$34.6M 304,218 -19,213 -6%
Goldman Sachs
19
Goldman Sachs
New York
$33.9M 297,837 -12,471 -4%
BJL
20
Brighton Jones LLC
Washington
$32.6M 286,054 +6,944 +2%
TCT
21
TIAA CREF Trust
Missouri
$30.4M 267,138 -749 -0.3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$28.8M 253,284 +1,142 +0.5%
US Bancorp
23
US Bancorp
Minnesota
$28.5M 250,657 +3,480 +1%
CAL
24
Capital Analysts LLC
Pennsylvania
$25.7M 225,965 -160,383 -42%
GAG
25
GM Advisory Group
New York
$24.7M 216,732 -28,866 -12%
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