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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
CPIG
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
RMDI
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
Barings
North Carolina
$68.2M
2
SCM
SCS Capital Management
Massachusetts
$686M
3
EK
Evensky & Katz
Florida
$108M
4
Northern Trust
Northern Trust
Illinois
$122M
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$475K +$104K +720 +28%
RPGK
227
Retirement Planning Group (Kansas)
Kansas
$465K – – –
PFA
228
Pinnacle Family Advisors
Missouri
$458K -$413K -2,870 -47%
FCI
229
Financial Counselors Inc
Kansas
$455K – – –
BDF
230
Balasa Dinverno & Foltz
$454K -$15.6K -108 -3%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$449K – – –
GA
232
Geneva Advisors
Illinois
$434K -$17.7K -123 -4%
BEC
233
Blue Edge Capital
Virginia
$432K – – –
PA
234
Paracle Advisors
Washington
$428K – – –
SCM
235
SOL Capital Management
Maryland
$421K – – –
Creative Planning
236
Creative Planning
Kansas
$404K +$49.1K +341 +14%
SCG
237
Sonata Capital Group
Washington
$403K – – –
CG
238
Corundum Group
Colorado
$403K +$77.4K +537 +24%
KA
239
Kovack Advisors
Florida
$398K +$49.7K +345 +14%
BHIA
240
Birch Hill Investment Advisors
Massachusetts
$397K -$3.31K -23 -0.8%
GS
241
Girard Securities
California
$395K -$170K -1,180 -30%
IA
242
IFP Advisors
Florida
$392K +$19.5K +135 +5%
HCIA
243
Hochman Cole Investment Advisors
Illinois
$386K +$386K +2,679 New
CAL
244
Capital Analysts LLC
Pennsylvania
$385K +$7.78K +54 +2%
CB
245
Chemical Bank
Michigan
$384K -$39.1K -272 -9%
GT
246
Glenview Trust
Kentucky
$371K -$10.8K -75 -3%
EAM
247
Evanson Asset Management
California
$364K – – –
CCM
248
Colorado Capital Management
Colorado
$359K – – –
FB
249
Fulton Bank
Pennsylvania
$356K -$9.35K -65 -3%
CPO
250
Cerity Partners OCIO
New York
$346K +$1.87K +13 +0.5%
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