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iShares Russell 3000 ETF
IWV

Overview Fund Activity

310 hedge funds and large institutions have $2.99B invested in iShares Russell 3000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.28%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1.07%
New
19
Increased
79
Reduced
113
Closed
16
Calls
$4.38M
Puts
$5.1M
Net Calls
-$719K
Net Calls Change
+$4.3M

Top Buyers

1
MSWM
1
Mader & Shannon Wealth Management
Missouri
$17.9M
2
TC
2
Trust Company
Kansas
$17.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$21.1M
4
SG
4
Societe Generale
$7.55M
5
SG Americas Securities
5
SG Americas Securities
New York
$7.55M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$51.7M
2
SCM
2
SCS Capital Management
Massachusetts
$660M
3
CS
3
Credit Suisse
Switzerland
$23.2M
4
Bank of America
4
Bank of America
North Carolina
$95.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$660M 5,322,100 -190,490 -3%
AQR Capital Management
2
AQR Capital Management
Connecticut
$208M 1,678,745 -5,723 -0.3%
EK
3
Evensky & Katz
Florida
$144M 1,160,745 -32,354 -3%
P
4
Pitcairn
Pennsylvania
$126M 1,016,503 +53,636 +6%
Northern Trust
5
Northern Trust
Illinois
$102M 825,962 -8,716 -1%
Bank of America
6
Bank of America
North Carolina
$95.6M 771,175 -147,797 -16%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$85.4M 688,943 -4,180 -0.6%
Aviva
8
Aviva
United Kingdom
$61.8M 498,134 -4,977 -1%
B
9
Barings
North Carolina
$59.9M 482,989 -3,200 -0.7%
UBS Group
10
UBS Group
Switzerland
$55.4M 446,603 -22,888 -5%
LPL Financial
11
LPL Financial
California
$51.7M 418,805 -433,807 -51%
RMDI
12
R.M. Davis Inc
Maine
$49.2M 396,827 – –
Goldman Sachs
13
Goldman Sachs
New York
$44.1M 355,623 -31,510 -8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$39.4M 317,855 +24,402 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$37.7M 304,339 -83,667 -22%
UCFA
16
United Capital Financial Advisors
Texas
$32M 258,024 -8,589 -3%
TCT
17
TIAA CREF Trust
Missouri
$31.8M 256,598 +1,077 +0.4%
BJL
18
Brighton Jones LLC
Washington
$30.1M 243,080 -12,104 -5%
Stifel Financial
19
Stifel Financial
Missouri
$26.8M 215,881 +21,807 +11%
Morgan Stanley
20
Morgan Stanley
New York
$26.7M 215,202 -106,845 -33%
Ameriprise
21
Ameriprise
Minnesota
$26.4M 212,750 +7,904 +4%
US Bancorp
22
US Bancorp
Minnesota
$26.2M 210,897 -7,085 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$26.1M 210,321 -21,578 -9%
SP
24
Stairway Partners
Illinois
$25.6M 206,202 -4,201 -2%
SIM
25
Sigma Investment Management
Oregon
$25.6M 206,154 -9,258 -4%
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