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iShares Russell 3000 ETF
IWV

Overview Fund Activity

320 hedge funds and large institutions have $3.28B invested in iShares Russell 3000 ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 19 closing their positions.

Holders
320
Holders Change
+30
Holders Change %
+10.34%
% of All Funds
8.4%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.74%
New
54
Increased
112
Reduced
83
Closed
19
Calls
$8.28M
Puts
$7.03M
Net Calls
+$1.25M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$270M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$148M
3
LPL Financial
3
LPL Financial
California
$75.4M
4
TA
4
Teachers Advisors
New York
$28M
5
P
5
Pitcairn
Pennsylvania
$122M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$645M
2
TWM
2
Tanglewood Wealth Management
Texas
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$58.1M
4
AL
4
Aspiriant LLC
California
$7.15M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$645M 5,359,766 -388,206 -7%
Bank of America
2
Bank of America
North Carolina
$270M 2,245,664 +523,440 +30%
AQR Capital Management
3
AQR Capital Management
Connecticut
$148M 1,233,170 +437,505 +55%
EK
4
Evensky & Katz
Florida
$144M 1,196,624 -6,586 -0.5%
P
5
Pitcairn
Pennsylvania
$122M 1,012,359 +175,607 +21%
Northern Trust
6
Northern Trust
Illinois
$102M 844,962 -12,995 -2%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$84.5M 702,130 +47,844 +7%
LPL Financial
8
LPL Financial
California
$75.4M 635,256 +326,443 +106%
TWM
9
Tanglewood Wealth Management
Texas
$65.2M 541,936 -167,626 -24%
B
10
Barings
North Carolina
$58.5M 486,189 -16,400 -3%
UBS Group
11
UBS Group
Switzerland
$58.1M 482,991 -102,414 -17%
Aviva
12
Aviva
United Kingdom
$56.4M 468,473 -54,683 -10%
Stifel Financial
13
Stifel Financial
Missouri
$54.6M 453,769 -68,120 -13%
Morgan Stanley
14
Morgan Stanley
New York
$49.3M 409,422 +105,204 +35%
RMDI
15
R.M. Davis Inc
Maine
$47.7M 396,827 -476 -0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$47.7M 396,251 +40,397 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$42.3M 351,726 +6,785 +2%
UCFA
18
United Capital Financial Advisors
Texas
$38M 316,064 -26,635 -8%
Goldman Sachs
19
Goldman Sachs
New York
$37.1M 308,048 +10,211 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$36.1M 299,786 +46,502 +18%
BJL
21
Brighton Jones LLC
Washington
$32M 266,120 -19,934 -7%
TCT
22
TIAA CREF Trust
Missouri
$30.9M 256,731 -10,407 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$28.7M 238,403 +22,679 +11%
TA
24
Teachers Advisors
New York
$28M 232,547 +179,447 +338%
CAL
25
Capital Analysts LLC
Pennsylvania
$26.8M 222,683 -3,282 -1%
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