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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 %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$442K -$29.5K -189 -6%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$442K +$150K +961 +51%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$422K – – –
PP
254
PrairieView Partners
Minnesota
$416K -$12.2K -78 -3%
SBH
255
Segall Bryant & Hamill
Illinois
$406K -$559K -3,583 -58%
BHIA
256
Birch Hill Investment Advisors
Massachusetts
$404K +$2.35K +15 +0.6%
CBN
257
Cadence Bank NA
Texas
$401K – – –
NEAM
258
New England Asset Management
Connecticut
$399K – – –
F
259
F3Logic
Minnesota
$398K +$398K +2,534 New
IA
260
IFP Advisors
Florida
$394K – – –
FF
261
Francis Financial
$390K – – –
AI
262
Atria Investments
North Carolina
$389K +$389K +2,485 New
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$383K -$195K -1,248 -34%
FB
264
Fulton Bank
Pennsylvania
$376K – – –
BIAS
265
Beacon Investment Advisory Services
New Jersey
$374K +$374K +2,393 New
LJHT
266
Laurie J. Hall Trustee
$372K – – –
CCM
267
Coldstream Capital Management
Washington
$369K -$200K -1,281 -35%
AC
268
Alexandria Capital
Virginia
$368K -$28.3K -181 -7%
AA
269
Ancora Advisors
Ohio
$368K – – –
EAM
270
Evanson Asset Management
California
$365K +$469 +3 +0.1%
WS
271
Wedbush Securities
California
$364K +$364K +2,328 New
CCM
272
Colorado Capital Management
Colorado
$360K -$29.7K -190 -8%
FWM
273
Frontier Wealth Management
Missouri
$356K – – –
NEGWA
274
New England Guild Wealth Advisors
Connecticut
$351K +$156 +1 +0%
HH
275
Hilltop Holdings
Texas
$347K -$1.85M -11,853 -84%
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