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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 %
PFA
276
Pinnacle Family Advisors
Missouri
$517K -$96.9K -660 -16%
PJSIMP
277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$514K – – –
SHCM
278
Stokes & Hubbell Capital Management
Louisiana
$514K – – –
FNBT
279
FineMark National Bank & Trust
Florida
$511K – – –
ICMP
280
Integrated Capital Management (Pennsylvania)
Pennsylvania
$505K +$505K +3,441 New
GIA
281
GHP Investment Advisors
Colorado
$503K +$441 +3 +0.1%
FLPIM
282
F.L. Putnam Investment Management
Massachusetts
$487K -$1.62K -11 -0.3%
BDF
283
Balasa Dinverno & Foltz
$470K -$25.9K -176 -5%
CCMG
284
Clark Capital Management Group
Pennsylvania
$470K +$470K +3,200 New
KA
285
Kovack Advisors
Florida
$464K +$3.68K +25 +0.8%
A
286
AdvicePeriod
California
$461K – – –
RPGK
287
Retirement Planning Group (Kansas)
Kansas
$457K – – –
HH
288
Hilltop Holdings
Texas
$453K +$453K +3,083 New
SFWC
289
Strategic Family Wealth Counselors
New Jersey
$434K +$434K +2,957 New
FPCG
290
Fort Pitt Capital Group
Pennsylvania
$426K -$147K -1,000 -26%
FNC
291
First National Corp
Massachusetts
$426K +$426K +2,902 New
QPWM
292
Quadrant Private Wealth Management
Pennsylvania
$422K +$4.41K +30 +1%
BEC
293
Blue Edge Capital
Virginia
$420K – – –
PFBT
294
Parkside Financial Bank & Trust
Missouri
$411K – – –
CFGS
295
Concourse Financial Group Securities
Alabama
$404K -$22K -150 -5%
LJHT
296
Laurie J. Hall Trustee
$386K – – –
CBN
297
Cadence Bank NA
Texas
$374K – – –
RJT
298
Raymond James Trust
Florida
$373K +$373K +2,536 New
MCM
299
MV Capital Management
Maryland
$366K +$366K +2,489 New
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$360K +$588 +4 +0.2%
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