IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
345
Holders Change
-11
Holders Change %
-3.09%
% of All Funds
8.6%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.95%
New
25
Increased
93
Reduced
122
Closed
34
Calls
$2.35M
Puts
$1.15M
Net Calls
+$1.21M
Net Calls Change
+$2.07M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$108M
2
B
2
Barings
North Carolina
$132M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
BJL
4
Brighton Jones LLC
Washington
$29.1M
5
TWM
5
Tanglewood Wealth Management
Texas
$44.3M

Top Sellers

1
RMPT
1
Raytheon Master Pension Trust
Massachusetts
$0
2
SCM
2
SCS Capital Management
Massachusetts
$683M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RMDI
4
R.M. Davis Inc
Maine
$33.3M
5
TA
5
Teachers Advisors
New York
$6.25M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
276
Avantax Planning Partners
Iowa
$239K 1,705 – –
GP
277
Girard Partners
Pennsylvania
$235K 1,680 – –
SGCA
278
Steel Grove Capital Advisors
Tennessee
$233K 1,668 +1,668 New
RWM
279
RKL Wealth Management
Pennsylvania
$224K 1,604 – –
IC
280
Iconiq Capital
California
$223K 1,592 +85 +6%
FFEC
281
First Financial Equity Corporation
Arizona
$220K 1,575 +1,575 New
PS
282
Portfolio Solutions
Michigan
$218K 1,555 – –
HA
283
Harfst & Associates
Wyoming
$217K 1,555 -95 -6%
RFC
284
Regions Financial Corp
Alabama
$214K 1,525 -189 -11%
BOS
285
Bingham Osborn & Scarborough
California
$213K 1,525 -40 -3%
WJA
286
Williams Jones & Associates
New York
$211K 1,510 – –
SGAM
287
Steinberg Global Asset Management
Florida
$206K 1,474 +1,474 New
ZIC
288
ZWJ Investment Counsel
Georgia
$201K 1,438 +1,438 New
ASN
289
Advisory Services Network
Georgia
$198K 1,416 +1,416 New
PK
290
Pflug Koory
Nebraska
$194K 1,390 – –
TC
291
Trust Company
Kansas
$177K 1,267 +1,101 +663%
BWA
292
Burt Wealth Advisors
Maryland
$168K 1,200 – –
ACM
293
Armbruster Capital Management
New York
$168K 1,204 – –
NFG
294
Next Financial Group
Texas
$155K 1,100 -3,031 -73%
HCC
295
Hirtle Callaghan & Co
Pennsylvania
$150K 1,071 – –
JFA
296
JNBA Financial Advisors
Minnesota
$124K 884 -166 -16%
GWM
297
Geneos Wealth Management
Colorado
$120K 860 – –
TIM
298
Tortoise Investment Management
New York
$112K 800 – –
DADC
299
D.A. Davidson & Co
Montana
$105K 756 – –
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K 725 – –
10 11
12
13 14