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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$17.3M
2
Ameriprise
Ameriprise
Minnesota
+$10.1M
3
BAAM
Baker Avenue Asset Management
California
+$8.34M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$5.56M
5
Morgan Stanley
Morgan Stanley
New York
+$5M

Top Sellers

1
B
Barings
North Carolina
-$55.1M
2
Bank of America
Bank of America
North Carolina
-$33.7M
3
SCM
SCS Capital Management
Massachusetts
-$16.8M
4
CPIG
Chicago Partners Investment Group
Illinois
-$13.6M
5
Stifel Financial
Stifel Financial
Missouri
-$9.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
226
Kovack Advisors
Florida
$516K +$104K +697 +25%
AIP
227
ARS Investment Partners
New York
$513K – – –
SCG
228
Sonata Capital Group
Washington
$508K +$89.6K +600 +21%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$493K -$35.5K -238 -7%
BDF
230
Balasa Dinverno & Foltz
$485K +$14.2K +95 +3%
RPGK
231
Retirement Planning Group (Kansas)
Kansas
$482K – – –
FCI
232
Financial Counselors Inc
Kansas
$471K – – –
Barclays
233
Barclays
United Kingdom
$454K +$364K +2,438 +403%
BEC
234
Blue Edge Capital
Virginia
$448K – – –
CL
235
CPWM LLC
Washington
$446K -$296K -1,985 -40%
PA
236
Paracle Advisors
Washington
$444K +$149 +1 +0%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$438K -$28.2K -189 -6%
SCM
238
SOL Capital Management
Maryland
$429K -$7.46K -50 -2%
AWA
239
ARS Wealth Advisors
Florida
$428K +$220K +1,476 +106%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$421K +$421K +2,821 New
IA
241
IFP Advisors
Florida
$420K +$13.9K +93 +3%
CAL
242
Capital Analysts LLC
Pennsylvania
$414K +$15.1K +101 +4%
SCM
243
Sterling Capital Management
North Carolina
$412K +$412K +2,762 New
Neuberger Berman Group
244
Neuberger Berman Group
New York
$403K -$699K -4,684 -63%
BTS
245
BB&T Securities
Virginia
$403K +$160K +1,076 +66%
Wolverine Trading
246
Wolverine Trading
Illinois
$400K -$362K -2,425 -48%
BHIA
247
Birch Hill Investment Advisors
Massachusetts
$392K -$19.4K -130 -5%
NEAM
248
New England Asset Management
Connecticut
$381K -$120K -800 -24%
CCM
249
Colorado Capital Management
Colorado
$372K – – –
CBN
250
Cadence Bank NA
Texas
$365K +$365K +2,442 New
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