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iShares Russell 3000 ETF
IWV

Overview Fund Activity

309 hedge funds and large institutions have $3.04B invested in iShares Russell 3000 ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 38 closing their positions.

Holders
309
Holders Change
-11
Holders Change %
-3.44%
% of All Funds
8.25%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
1.01%
New
29
Increased
87
Reduced
112
Closed
38
Calls
$1.98M
Puts
$7M
Net Calls
-$5.02M
Net Calls Change
-$6.27M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$204M
2
CS
2
Credit Suisse
Switzerland
$41.9M
3
LPL Financial
3
LPL Financial
California
$102M
4
SIM
4
Sigma Investment Management
Oregon
$26M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$18.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$111M
2
TWM
2
Tanglewood Wealth Management
Texas
$18.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.5M
4
TA
4
Teachers Advisors
New York
$9.72M
5
RJA
5
Raymond James & Associates
Florida
$6.04M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$666M 5,512,590 +152,824 +3%
AQR Capital Management
2
AQR Capital Management
Connecticut
$204M 1,684,468 +451,298 +37%
EK
3
Evensky & Katz
Florida
$144M 1,193,099 -3,525 -0.3%
P
4
Pitcairn
Pennsylvania
$116M 962,867 -49,492 -5%
Bank of America
5
Bank of America
North Carolina
$111M 918,972 -1,326,692 -59%
LPL Financial
6
LPL Financial
California
$102M 852,612 +217,356 +34%
Northern Trust
7
Northern Trust
Illinois
$101M 834,678 -10,284 -1%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$83.8M 693,123 -9,007 -1%
Aviva
9
Aviva
United Kingdom
$60.8M 503,111 +34,638 +7%
B
10
Barings
North Carolina
$58.8M 486,189 – –
UBS Group
11
UBS Group
Switzerland
$56.7M 469,491 -13,500 -3%
RMDI
12
R.M. Davis Inc
Maine
$48M 396,827 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$46.9M 388,006 -8,245 -2%
Goldman Sachs
14
Goldman Sachs
New York
$46.8M 387,133 +79,085 +26%
CS
15
Credit Suisse
Switzerland
$41.9M 347,061 +288,137 +489%
Morgan Stanley
16
Morgan Stanley
New York
$38.9M 322,047 -87,375 -21%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$35.5M 293,453 -6,333 -2%
UCFA
18
United Capital Financial Advisors
Texas
$32.2M 266,613 -49,451 -16%
TCT
19
TIAA CREF Trust
Missouri
$30.9M 255,521 -1,210 -0.5%
BJL
20
Brighton Jones LLC
Washington
$30.8M 255,184 -10,936 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28M 231,899 -119,827 -34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28M 231,580 -6,823 -3%
US Bancorp
23
US Bancorp
Minnesota
$26.3M 217,982 -745 -0.3%
SIM
24
Sigma Investment Management
Oregon
$26M 215,412 +211,854 +5,954%
CAL
25
Capital Analysts LLC
Pennsylvania
$25.9M 214,116 -8,567 -4%
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