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iShares Russell 3000 ETF
IWV

Overview Fund Activity

356 hedge funds and large institutions have $3.8B invested in iShares Russell 3000 ETF in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 16 closing their positions.

Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
8.91%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.03%
New
68
Increased
98
Reduced
107
Closed
16
Calls
$2.1M
Puts
$2.97M
Net Calls
-$864K
Net Calls Change
-$697K

Top Buyers

1
SIM
1
Strategic Investment Management
Virginia
$326M
2
Bank of America
2
Bank of America
North Carolina
$170M
3
RMPT
3
Raytheon Master Pension Trust
Massachusetts
$49.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$87M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$127M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$189M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.2M
3
UCFA
3
United Capital Financial Advisors
Texas
$26.2M
4
BJL
4
Brighton Jones LLC
Washington
$10.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$678M 5,095,188 -119,530 -2%
SIM
2
Strategic Investment Management
Virginia
$326M 2,449,790 +2,365,060 +2,791%
AQR Capital Management
3
AQR Capital Management
Connecticut
$189M 1,420,000 -260,558 -16%
Bank of America
4
Bank of America
North Carolina
$170M 1,276,287 +457,070 +56%
P
5
Pitcairn
Pennsylvania
$144M 1,086,456 +87,297 +9%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$127M 957,131 +207,872 +28%
Northern Trust
7
Northern Trust
Illinois
$123M 924,434 +68,622 +8%
EK
8
Evensky & Katz
Florida
$123M 923,475 -19,937 -2%
Goldman Sachs
9
Goldman Sachs
New York
$87M 654,085 +245,890 +60%
Aviva
10
Aviva
United Kingdom
$67.9M 510,749 -19,430 -4%
B
11
Barings
North Carolina
$63M 473,489 – –
Stifel Financial
12
Stifel Financial
Missouri
$62.7M 471,095 +67,721 +17%
UBS Group
13
UBS Group
Switzerland
$62.3M 468,355 +15,147 +3%
LPL Financial
14
LPL Financial
California
$57.8M 431,209 +10,235 +2%
RMDI
15
R.M. Davis Inc
Maine
$52.8M 396,827 – –
RMPT
16
Raytheon Master Pension Trust
Massachusetts
$49.4M 371,712 +371,712 New
Ameriprise
17
Ameriprise
Minnesota
$46.2M 347,334 +111,480 +47%
Morgan Stanley
18
Morgan Stanley
New York
$45.3M 340,504 +103,029 +43%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$39.8M 298,982 +814 +0.3%
TCT
20
TIAA CREF Trust
Missouri
$32.2M 242,051 -7,206 -3%
TWM
21
Tanglewood Wealth Management
Texas
$31.1M 234,065 +66,998 +40%
Wells Fargo
22
Wells Fargo
California
$30.3M 227,736 +42,108 +23%
Citadel Advisors
23
Citadel Advisors
Florida
$28.6M 215,147 +125,609 +140%
US Bancorp
24
US Bancorp
Minnesota
$28.6M 215,047 -40,824 -16%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$28.3M 213,029 -8,491 -4%
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