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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$78.2M
2
Bessemer Group
Bessemer Group
New Jersey
+$23.8M
3
Stifel Financial
Stifel Financial
Missouri
+$15.5M
4
ST
Sentinel Trust
Texas
+$15.2M
5
Ameriprise
Ameriprise
Minnesota
+$13.6M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$35.1M
2
SIM
Strategic Investment Management
Virginia
-$18.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$9.61M
4
JWM
Jackson Wealth Management
Florida
-$8.87M
5
P
Pitcairn
Pennsylvania
-$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
226
Vista Capital Partners
Oregon
$651K – – –
PAG
227
Private Advisor Group
New Jersey
$638K -$757K -4,675 -54%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$637K +$637K +4,025 New
LW
229
Linscomb Wealth
Texas
$632K +$3.17K +20 +0.5%
FPCG
230
Fort Pitt Capital Group
Pennsylvania
$617K +$617K +3,900 New
CG
231
Corundum Group
Colorado
$612K -$32.1K -203 -5%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$604K +$158K +1,000 +35%
Creative Planning
233
Creative Planning
Kansas
$588K +$8.69K +55 +2%
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$584K -$263K -1,666 -31%
GIA
235
GHP Investment Advisors
Colorado
$581K +$791 +5 +0.1%
IWM
236
IHT Wealth Management
Illinois
$579K +$24.2K +149 +4%
CCM
237
Coldstream Capital Management
Washington
$576K – – –
CCM
238
Cribstone Capital Management
Maine
$569K -$19.8K -125 -3%
IAM
239
Integre Asset Management
New York
$565K -$11.4K -72 -2%
BTIS
240
BB&T Investment Services
North Carolina
$564K +$2.21K +14 +0.4%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$554K – – –
SHCM
242
Stokes & Hubbell Capital Management
Louisiana
$554K – – –
FNBT
243
FineMark National Bank & Trust
Florida
$550K – – –
AIP
244
ARS Investment Partners
New York
$543K – – –
SCG
245
Sonata Capital Group
Washington
$538K – – –
HPC
246
HM Payson & Co
Maine
$530K +$530K +3,350 New
PFA
247
Pinnacle Family Advisors
Missouri
$528K -$30.8K -195 -6%
DSA
248
Davis Selected Advisers
Arizona
$527K +$527K +3,331 New
SG Americas Securities
249
SG Americas Securities
New York
$522K -$3.11M -19,667 -86%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$516K -$7.12K -45 -1%
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