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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.98B invested in iShares Russell 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
9.75%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
32
Increased
112
Reduced
140
Closed
27
Calls
$241K
Puts
$706K
Net Calls
-$465K
Net Calls Change
-$4.1M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$17.5M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
TRCT
Tower Research Capital (TRC)
New York
+$14.5M
4
CWM
Calamos Wealth Management
Illinois
+$12.4M
5
ST
Sentinel Trust
Texas
+$9.99M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$53.4M
2
SIM
Strategic Investment Management
Virginia
-$33.8M
3
SCM
SCS Capital Management
Massachusetts
-$28.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.7M
5
Jane Street
Jane Street
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
226
Vista Capital Partners
Oregon
$709K – – –
FPCG
227
Fort Pitt Capital Group
Pennsylvania
$672K – – –
WS
228
Wedbush Securities
California
$669K +$167K +967 +33%
PFC
229
Personal Financial Consultants
California
$639K +$639K +3,708 New
PFA
230
Pure Financial Advisors
California
$636K +$636K +3,689 New
GWS
231
Glassman Wealth Services
Virginia
$631K – – –
IAM
232
Integre Asset Management
New York
$615K – – –
EAM
233
Evanson Asset Management
California
$614K +$517 +3 +0.1%
CWM
234
Cornerstone Wealth Management
Missouri
$612K -$48.4K -7,300 -7%
IWM
235
IHT Wealth Management
Illinois
$605K – – –
PJSIMP
236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$603K – – –
SHCM
237
Stokes & Hubbell Capital Management
Louisiana
$603K – – –
FNBT
238
FineMark National Bank & Trust
Florida
$599K – – –
GIA
239
GHP Investment Advisors
Colorado
$589K -$26.5K -154 -4%
SCG
240
Sonata Capital Group
Washington
$588K – – –
BDF
241
Balasa Dinverno & Foltz
$581K – – –
Barclays
242
Barclays
United Kingdom
$580K +$11K +64 +2%
FLPIM
243
F.L. Putnam Investment Management
Massachusetts
$573K -$17.2K -100 -3%
TYCC
244
Texas Yale Capital Corp
Florida
$569K – – –
SBH
245
Segall Bryant & Hamill
Illinois
$554K +$12.4K +72 +2%
Millennium Management
246
Millennium Management
New York
$553K +$553K +3,212 New
FCI
247
Financial Counselors Inc
Kansas
$551K +$862 +5 +0.2%
PWPS
248
Pinnacle Wealth Planning Services
Ohio
$549K +$36.2K +210 +7%
FCFS
249
First Command Financial Services
Texas
$544K – – –
FCB
250
First Command Bank
Texas
$544K – – –
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