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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 %
BDF
251
Balasa Dinverno & Foltz
$514K +$158 +1 +0%
RPGK
252
Retirement Planning Group (Kansas)
Kansas
$511K – – –
FCI
253
Financial Counselors Inc
Kansas
$500K – – –
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$478K +$13.9K +88 +3%
BEC
255
Blue Edge Capital
Virginia
$475K – – –
Victory Capital Management
256
Victory Capital Management
Texas
$473K -$6.09M -38,500 -93%
CL
257
CPWM LLC
Washington
$473K – – –
PA
258
Paracle Advisors
Washington
$470K +$158 +1 +0%
WA
259
WESPAC Advisors
California
$447K -$192K -1,213 -30%
BAC
260
Boys Arnold & Co
North Carolina
$444K +$444K +2,810 New
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$436K -$4.11M -25,960 -90%
PP
262
PrairieView Partners
Minnesota
$433K +$433K +2,736 New
TRCT
263
Tower Research Capital (TRC)
New York
$430K +$430K +2,718 New
Diamond Hill Capital Management
264
Diamond Hill Capital Management
Ohio
$428K +$428K +2,703 New
Neuberger Berman Group
265
Neuberger Berman Group
New York
$427K – – –
CT
266
CPF Texas
Texas
$425K +$425K +2,715 New
SPC
267
Sigma Planning Corp
Michigan
$423K -$130K -818 -23%
BHIA
268
Birch Hill Investment Advisors
Massachusetts
$406K -$9.49K -60 -2%
CBN
269
Cadence Bank NA
Texas
$405K +$19.4K +123 +5%
ASN
270
Advisory Services Network
Georgia
$404K +$345K +2,180 +580%
NEAM
271
New England Asset Management
Connecticut
$403K – – –
AC
272
Alexandria Capital
Virginia
$401K +$348K +2,200 +661%
FF
273
Francis Financial
$395K +$395K +2,496 New
IA
274
IFP Advisors
Florida
$394K -$51.5K -325 -12%
CCM
275
Colorado Capital Management
Colorado
$394K – – –
9 10
11
12 13