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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 %
VF
251
Virtu Financial
New York
$691K -$7.3M -49,739 -91%
PFA
252
Pure Financial Advisors
California
$690K +$148K +1,009 +27%
HSBC Holdings
253
HSBC Holdings
United Kingdom
$678K -$126K -856 -16%
CTA
254
Chesley Taft & Associates
Illinois
$678K -$29.4K -200 -4%
MWP
255
MYCIO Wealth Partners
Pennsylvania
$664K +$6.17K +42 +0.9%
SCG
256
Sonata Capital Group
Washington
$659K +$158K +1,075 +32%
PFS
257
Prospera Financial Services
Texas
$657K -$4.42K -30 -0.7%
CPA
258
Court Place Advisors
Maryland
$657K +$2.65K +18 +0.4%
MA
259
MUFG Americas
New York
$652K – – –
KeyBank National Association
260
KeyBank National Association
Ohio
$649K – – –
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$639K +$29.2K +199 +5%
CB
262
CNB Bank
Pennsylvania
$636K – – –
WPA
263
West Paces Advisors
Georgia
$617K – – –
ADL
264
Asset Dedication LLC
California
$607K – – –
VCP
265
Vista Capital Partners
Oregon
$604K – – –
ClearBridge Investments
266
ClearBridge Investments
New York
$599K +$595K +4,051 +15,004%
WS
267
Wedbush Securities
California
$573K +$2.5K +17 +0.4%
LW
268
Linscomb Wealth
Texas
$563K -$49K -333 -8%
AIA
269
Alera Investment Advisors
Illinois
$556K +$556K +3,787 New
GMA
270
Goldstein Munger & Associates
California
$555K +$309K +2,105 +126%
GWS
271
Glassman Wealth Services
Virginia
$538K – – –
MCM
272
Monument Capital Management
Virginia
$533K +$533K +3,630 New
CCM
273
Cribstone Capital Management
Maine
$529K +$72.7K +495 +16%
EAM
274
Evanson Asset Management
California
$525K +$1.03K +7 +0.2%
FCI
275
Financial Counselors Inc
Kansas
$518K +$48.5K +330 +10%
9 10
11
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