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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 %
CF
301
Corrigan Financial
Rhode Island
$206K +$206K +1,377 New
BFPW
302
BOK Financial Private Wealth
Colorado
$201K +$201K +1,349 New
ACM
303
Armbruster Capital Management
New York
$180K – – –
BWA
304
Burt Wealth Advisors
Maryland
$179K – – –
NFG
305
Next Financial Group
Texas
$167K – – –
JFA
306
JNBA Financial Advisors
Minnesota
$132K – – –
BF
307
BOK Financial
Oklahoma
$126K +$126K +846 New
HWP
308
Hefty Wealth Partners
Indiana
$125K -$19.6K -131 -14%
TIM
309
Tortoise Investment Management
New York
$119K – – –
ST
310
Smithfield Trust
Pennsylvania
$109K +$109K +728 New
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K – – –
NCM
312
New Capital Management
Texas
$107K – – –
WEC
313
Winslow Evans & Crocker
Massachusetts
$106K – – –
QCG
314
Quadrant Capital Group
Ohio
$98K – – –
PO
315
Private Ocean
California
$96K +$298 +2 +0.3%
SEI Investments
316
SEI Investments
Pennsylvania
$79K +$79K +529 New
SWA
317
Sutton Wealth Advisors
Florida
$74.6K – – –
WA
318
Winfield Associates
Ohio
$73K – – –
APSP
319
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$594 +4 +0.8%
CWM
320
Cranbrook Wealth Management
Michigan
$59K – – –
PA
321
Parallel Advisors
California
$57K -$1.53K -10 -3%
CHC
322
City Holding Co
West Virginia
$57K +$22.5K +150 +65%
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$56K – – –
ASN
324
Advisory Services Network
Georgia
$56K +$26.8K +180 +92%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.2K -$14.9K -100 -21%
11 12
13
14 15