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iShares Russell 3000 ETF
IWV

Overview Fund Activity

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$150M
2
Bank of America
Bank of America
North Carolina
+$96.8M
3
SCM
SCS Capital Management
Massachusetts
+$61.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.5M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$48M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$38.6M
2
Stifel Financial
Stifel Financial
Missouri
-$27.9M
3
TRCT
Tower Research Capital (TRC)
New York
-$22M
4
CS
Credit Suisse
Switzerland
-$16.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
226
First Heartland Consultants
Missouri
$970K +$151K +1,028 +18%
PCMC
227
Private Capital Management (Colorado)
Colorado
$964K +$964K +6,559 New
HCM
228
Hollencrest Capital Management
California
$963K – – –
PTC
229
Philadelphia Trust Company
Pennsylvania
$955K – – –
ACM
230
Alta Capital Management
Utah
$939K +$939K +6,395 New
APG
231
Abacus Planning Group
South Carolina
$932K – – –
CA
232
Crewe Advisors
Utah
$925K – – –
EWM
233
Evercore Wealth Management
New York
$922K – – –
MFT
234
Moisand Fitzgerald Tamayo
Florida
$919K – – –
DWA
235
Divergent Wealth Advisors
Utah
$901K +$901K +6,134 New
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$900K – – –
CCT
237
Country Club Trust
Missouri
$893K +$893K +6,075 New
CBU
238
CIBC Bank USA
Illinois
$864K -$5.29K -36 -0.6%
Principal Financial Group
239
Principal Financial Group
Iowa
$852K +$852K +5,799 New
PG
240
Patten Group
Tennessee
$840K -$57.2K -389 -6%
MFC
241
Miramar Fiduciary Corp
Nevada
$796K +$796K +5,416 New
SWRP
242
Summit Wealth & Retirement Planning
California
$784K +$784K +5,339 New
KP
243
Keel Point
Alabama
$774K +$294 +2 +0%
M&T Bank
244
M&T Bank
New York
$768K +$768K +5,227 New
IWM
245
IHT Wealth Management
Illinois
$749K +$234K +1,590 +45%
HJA
246
Hugh Johnson Advisors
New York
$741K +$4.7K +32 +0.6%
BTNA
247
Bremer Trust National Association
Minnesota
$735K – – –
GLLW
248
Graves Light Lenhart Wealth
Virginia
$702K +$702K +4,776 New
CS
249
Comerica Securities
Michigan
$699K -$1.76K -12 -0.3%
AIM
250
Allen Investment Management
New York
$692K – – –
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