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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
276
Ferguson Wellman Capital Management
Oregon
$264K +$2.24K +15 +0.9%
CPP
277
Crow Point Partners
Massachusetts
$263K +$263K +1,768 New
RCAG
278
Rehmann Capital Advisory Group
Michigan
$260K -$4.63K -31 -2%
CRC
279
Curi RMB Capital
Illinois
$256K -$299 -2 -0.1%
WB
280
WesBanco Bank
West Virginia
$253K – – –
MWP
281
MYCIO Wealth Partners
Pennsylvania
$253K +$253K +1,694 New
GP
282
Girard Partners
Pennsylvania
$251K – – –
GMA
283
Goldstein Munger & Associates
California
$250K – – –
SGCA
284
Steel Grove Capital Advisors
Tennessee
$249K – – –
CNBT
285
Canandaigua National Bank & Trust
New York
$246K – – –
VCM
286
Vigilant Capital Management
Maine
$246K +$246K +1,650 New
RWM
287
RKL Wealth Management
Pennsylvania
$239K – – –
SI
288
SII Investments
Wisconsin
$238K -$3.74K -25 -2%
PS
289
Portfolio Solutions
Michigan
$232K – – –
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$230K +$207K +1,387 +895%
HA
291
Harfst & Associates
Wyoming
$228K -$5.96K -40 -3%
BOS
292
Bingham Osborn & Scarborough
California
$228K – – –
APP
293
Avantax Planning Partners
Iowa
$225K -$27.4K -184 -11%
RFC
294
Regions Financial Corp
Alabama
$225K -$2.84K -19 -1%
WJA
295
Williams Jones & Associates
New York
$225K – – –
SGAM
296
Steinberg Global Asset Management
Florida
$220K – – –
Federated Hermes
297
Federated Hermes
Pennsylvania
$208K +$208K +1,393 New
TSS
298
Two Sigma Securities
New York
$208K +$208K +1,394 New
PK
299
Pflug Koory
Nebraska
$207K – – –
LCM
300
Lucas Capital Management
New Jersey
$206K +$206K +1,380 New
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12
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