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iShares Russell 3000 ETF
IWV

Overview Fund Activity

308 hedge funds and large institutions have $3.03B invested in iShares Russell 3000 ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 124 reducing their positions, and 17 closing their positions.

Holders
308
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
8.23%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
19
Increased
79
Reduced
124
Closed
17
Calls
$3.19M
Puts
$3.36M
Net Calls
-$167K
Net Calls Change
+$552K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$51.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$48.6M
5
TA
5
Teachers Advisors
New York
$20.6M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$121M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$550K
3
CS
3
Credit Suisse
Switzerland
$5.13M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$0
5
TC
5
Trust Company
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$668M 5,214,718 -107,382 -2%
AQR Capital Management
2
AQR Capital Management
Connecticut
$215M 1,680,558 +1,813 +0.1%
P
3
Pitcairn
Pennsylvania
$128M 999,159 -17,344 -2%
EK
4
Evensky & Katz
Florida
$121M 943,412 -217,333 -19%
Northern Trust
5
Northern Trust
Illinois
$110M 855,812 +29,850 +4%
Bank of America
6
Bank of America
North Carolina
$105M 819,217 +48,042 +6%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$96M 749,259 +60,316 +9%
Aviva
8
Aviva
United Kingdom
$68M 530,179 +32,045 +6%
B
9
Barings
North Carolina
$60.7M 473,489 -9,500 -2%
UBS Group
10
UBS Group
Switzerland
$58.1M 453,208 +6,605 +1%
LPL Financial
11
LPL Financial
California
$53.5M 420,974 +2,169 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$52.3M 408,195 +52,572 +15%
Stifel Financial
13
Stifel Financial
Missouri
$51.7M 403,374 +187,493 +87%
RMDI
14
R.M. Davis Inc
Maine
$50.9M 396,827 – –
UCFA
15
United Capital Financial Advisors
Texas
$48.6M 379,357 +121,333 +47%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$43.3M 337,463 +127,142 +60%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$38.2M 298,168 -19,687 -6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$33.9M 264,487 -39,852 -13%
US Bancorp
19
US Bancorp
Minnesota
$32.8M 255,871 +44,974 +21%
TCT
20
TIAA CREF Trust
Missouri
$32M 249,257 -7,341 -3%
Morgan Stanley
21
Morgan Stanley
New York
$30.4M 237,475 +22,273 +10%
BJL
22
Brighton Jones LLC
Washington
$30.3M 236,005 -7,075 -3%
Ameriprise
23
Ameriprise
Minnesota
$30.2M 235,854 +23,104 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$28.4M 221,520 +30,130 +16%
SIM
25
Sigma Investment Management
Oregon
$25.6M 199,631 -6,523 -3%
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