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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$76.1M
2
JG
Jefferies Group
New York
+$46.9M
3
CS
Credit Suisse
Switzerland
+$24.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M
5
ST
Sentinel Trust
Texas
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75.5M
2
SCM
SCS Capital Management
Massachusetts
-$30.6M
3
MHI
Miller Howard Investments
New York
-$16M
4
Stifel Financial
Stifel Financial
Missouri
-$16M
5
AB
Amalgamated Bank
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
226
Fort Pitt Capital Group
Pennsylvania
$610K – – –
FLPIM
227
F.L. Putnam Investment Management
Massachusetts
$587K -$135K -865 -19%
GWS
228
Glassman Wealth Services
Virginia
$573K -$98.7K -631 -15%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$558K -$39.1K -250 -7%
IAM
230
Integre Asset Management
New York
$558K – – –
PJSIMP
231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547K – – –
SHCM
232
Stokes & Hubbell Capital Management
Louisiana
$547K – – –
IWM
233
IHT Wealth Management
Illinois
$545K – – –
FNBT
234
FineMark National Bank & Trust
Florida
$543K – – –
AIP
235
ARS Investment Partners
New York
$537K – – –
Creative Planning
236
Creative Planning
Kansas
$535K -$46.4K -297 -8%
GIA
237
GHP Investment Advisors
Colorado
$534K -$39.7K -254 -7%
SCG
238
Sonata Capital Group
Washington
$533K +$1.88K +12 +0.4%
CCM
239
Cribstone Capital Management
Maine
$528K -$34.7K -222 -6%
BDF
240
Balasa Dinverno & Foltz
$522K +$14.4K +92 +3%
TYCC
241
Texas Yale Capital Corp
Florida
$516K +$516K +3,300 New
PFBT
242
Parkside Financial Bank & Trust
Missouri
$510K – – –
RPGK
243
Retirement Planning Group (Kansas)
Kansas
$505K – – –
FCI
244
Financial Counselors Inc
Kansas
$494K – – –
VF
245
Virtu Financial
New York
$471K -$752K -4,810 -61%
PCG
246
Private Capital Group
Connecticut
$471K +$19.2K +123 +4%
BEC
247
Blue Edge Capital
Virginia
$469K – – –
TH
248
Timber Hill
Connecticut
$456K -$670K -4,281 -59%
BAC
249
Boys Arnold & Co
North Carolina
$450K +$5.54K +35 +1%
FCBT
250
First Citizens Bank & Trust
North Carolina
$449K +$449K +2,875 New
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