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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
3
ST
Sentinel Trust
Texas
$55.9M
4
TI
Truepoint Inc
Ohio
$14.7M
5
RMDI
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEGWA
276
New England Guild Wealth Advisors
Connecticut
$365K – – –
SMFS
277
Squar Milner Financial Services
California
$360K – – –
CFA
278
Capstone Financial Advisors
Illinois
$359K -$346K – –
HFA
279
Huber Financial Advisors
Illinois
$356K – – –
AWM
280
Altium Wealth Management
New York
$355K +$355K +2,190 New
CB
281
Chemical Bank
Michigan
$350K -$5.67K -35 -2%
MYIA
282
Mount Yale Investment Advisors
Colorado
$340K – – –
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$334K – – –
HTC
284
Haverford Trust Company
Pennsylvania
$333K – – –
AssetMark Inc
285
AssetMark Inc
California
$332K – – –
CWM
286
Connecticut Wealth Management
Connecticut
$331K – – –
HCIA
287
Hochman Cole Investment Advisors
Illinois
$327K – – –
JWBC
288
J.W. Burns & Co
New York
$325K – – –
AC
289
Alexandria Capital
Virginia
$323K -$58.2K -359 -15%
VIA
290
Vantage Investment Advisors
Pennsylvania
$320K – – –
CPO
291
Cerity Partners OCIO
New York
$319K +$1.46K +9 +0.5%
CAW
292
Cornerstone Advisors (Washington)
Washington
$311K – – –
MGIA
293
Moneta Group Investment Advisors
Missouri
$309K +$11.7K +72 +4%
MAS
294
Madden Advisory Services
Florida
$301K – – –
FAM
295
Flaharty Asset Management
Florida
$296K -$33.3K -205 -10%
PA
296
Paracle Advisors
Washington
$290K – – –
UBV
297
United Bank (Virginia)
Virginia
$287K – – –
Verition Fund Management
298
Verition Fund Management
Connecticut
$279K +$279K +1,721 New
CRC
299
Curi RMB Capital
Illinois
$277K -$648 -4 -0.2%
CWM
300
Cedar Wealth Management
California
$276K +$48.7K +300 +21%
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