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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
3
ST
Sentinel Trust
Texas
$55.9M
4
TI
Truepoint Inc
Ohio
$14.7M
5
RMDI
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
226
Stone House Investment Management
Pennsylvania
$624K +$624K +3,845 New
CWM
227
Cornerstone Wealth Management
Missouri
$612K +$612K +99,639 New
GWS
228
Glassman Wealth Services
Virginia
$595K – – –
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$580K – – –
GIA
230
GHP Investment Advisors
Colorado
$580K +$25.2K +155 +5%
IAM
231
Integre Asset Management
New York
$579K – – –
EAM
232
Evanson Asset Management
California
$578K +$199K +1,225 +52%
IWM
233
IHT Wealth Management
Illinois
$569K -$9.73K -60 -2%
PJSIMP
234
P.J. Schmidt Investment Management (PJS)
Wisconsin
$568K – – –
SHCM
235
Stokes & Hubbell Capital Management
Louisiana
$568K – – –
FNBT
236
FineMark National Bank & Trust
Florida
$564K – – –
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$556K -$52.9K -326 -9%
SCG
238
Sonata Capital Group
Washington
$554K – – –
BDF
239
Balasa Dinverno & Foltz
$547K +$5.51K +34 +1%
TSS
240
Two Sigma Securities
New York
$545K -$6.98M -42,967 -93%
CCM
241
Cribstone Capital Management
Maine
$536K -$11.7K -72 -2%
TYCC
242
Texas Yale Capital Corp
Florida
$536K – – –
Barclays
243
Barclays
United Kingdom
$535K +$493K +3,042 +1,166%
IA
244
IFP Advisors
Florida
$531K +$127K +783 +31%
RPGK
245
Retirement Planning Group (Kansas)
Kansas
$525K – – –
FCI
246
Financial Counselors Inc
Kansas
$518K +$5.52K +34 +1%
FCFS
247
First Command Financial Services
Texas
$514K +$245K +1,506 +91%
FCB
248
First Command Bank
Texas
$514K +$245K +1,506 +91%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$510K +$50.6K +312 +11%
SBH
250
Segall Bryant & Hamill
Illinois
$510K +$87.8K +541 +21%
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