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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
CPIG
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
RMDI
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
Barings
North Carolina
$68.2M
2
SCM
SCS Capital Management
Massachusetts
$686M
3
EK
Evensky & Katz
Florida
$108M
4
Northern Trust
Northern Trust
Illinois
$122M
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
276
Avantax Planning Partners
Iowa
$244K -$1.73K -12 -0.7%
GP
277
Girard Partners
Pennsylvania
$242K – – –
GMA
278
Goldstein Munger & Associates
California
$241K -$11.8K -82 -5%
SGCA
279
Steel Grove Capital Advisors
Tennessee
$240K – – –
CNBT
280
Canandaigua National Bank & Trust
New York
$238K +$238K +1,651 New
BTS
281
BB&T Securities
Virginia
$234K -$104K -724 -31%
RWM
282
RKL Wealth Management
Pennsylvania
$231K – – –
SI
283
SII Investments
Wisconsin
$231K +$231K +1,614 New
IC
284
Iconiq Capital
California
$229K – – –
HA
285
Harfst & Associates
Wyoming
$226K +$2.3K +16 +1%
PS
286
Portfolio Solutions
Michigan
$224K – – –
BOS
287
Bingham Osborn & Scarborough
California
$220K – – –
RFC
288
Regions Financial Corp
Alabama
$220K – – –
WJA
289
Williams Jones & Associates
New York
$217K – – –
SGAM
290
Steinberg Global Asset Management
Florida
$212K – – –
PAG
291
Pinnacle Advisory Group
Maryland
$201K +$201K +1,399 New
PK
292
Pflug Koory
Nebraska
$200K – – –
AWA
293
ARS Wealth Advisors
Florida
$200K +$200K +1,390 New
TC
294
Trust Company
Kansas
$182K – – –
VWA
295
V Wealth Advisors
Kansas
$178K +$178K +1,240 New
ACM
296
Armbruster Capital Management
New York
$173K – – –
BWA
297
Burt Wealth Advisors
Maryland
$172K – – –
NFG
298
Next Financial Group
Texas
$158K – – –
HCC
299
Hirtle Callaghan & Co
Pennsylvania
$154K – – –
DIA
300
Davidson Investment Advisors
Montana
$147K -$402K -2,805 -73%
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12
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