iShares Russell 3000 ETF
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.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1% more capital invested
Capital invested by funds: $2.99B → $3.03B (+$40.5M)
0.64% less ownership
Funds ownership: 49.44% → 48.8% (-0.64%)
1% less funds holding
Funds holding: 310 → 308 (-2)
5% less call options, than puts
Call options by funds: $3.19M | Put options by funds: $3.36M
8% less funds holding in top 10
Funds holding in top 10: 40 → 37 (-3)
36% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$23.9M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$18.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15.5M |
| 5 |
TA
Teachers Advisors
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$27.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$18.7M |
| 4 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
-$17.9M |
| 5 |
TC
Trust Company
Manhattan,
Kansas
|
-$17.9M |
IWV Hedge Fund Activity: Q3 2016 in Review
308 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2016, worth a combined $3.03B — up 1.4% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IWV positions and 17 closed out — a net gain of 2 holders — while 79 added to existing stakes and 124 trimmed.
The largest buyer was Stifel Financial, adding an estimated $23.9M. The largest seller was Evensky & Katz, cutting an estimated $27.8M.
- 308 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2016, down from 310 in Q2 2016.
- Funds reported $3.03B of iShares Russell 3000 ETF stock for Q3 2016, up 1.4% quarter-over-quarter.
- 19 funds opened new iShares Russell 3000 ETF positions in Q3 2016 and 17 closed out, a net change of +2 holders.
- The largest iShares Russell 3000 ETF buyer in Q3 2016 was Stifel Financial, an estimated $23.9M added.
- The largest iShares Russell 3000 ETF seller in Q3 2016 was Evensky & Katz, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2016.