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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$76.1M
2
JG
Jefferies Group
New York
+$46.9M
3
CS
Credit Suisse
Switzerland
+$24.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M
5
ST
Sentinel Trust
Texas
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75.5M
2
SCM
SCS Capital Management
Massachusetts
-$30.6M
3
MHI
Miller Howard Investments
New York
-$16M
4
Stifel Financial
Stifel Financial
Missouri
-$16M
5
AB
Amalgamated Bank
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
301
Sigma Planning Corp
Michigan
$265K -$153K -978 -37%
GP
302
Girard Partners
Pennsylvania
$263K – – –
GMA
303
Goldstein Munger & Associates
California
$262K – – –
SGCA
304
Steel Grove Capital Advisors
Tennessee
$261K – – –
PIM
305
Penobscot Investment Management
Massachusetts
$260K -$37.2K -238 -13%
FCFS
306
First Command Financial Services
Texas
$259K +$259K +1,656 New
FCB
307
First Command Bank
Texas
$259K +$259K +1,656 New
CNBT
308
Canandaigua National Bank & Trust
New York
$258K – – –
VCM
309
Vigilant Capital Management
Maine
$258K – – –
DIA
310
Dana Investment Advisors
Wisconsin
$256K -$57.4K -367 -18%
FWCM
311
Ferguson Wellman Capital Management
Oregon
$256K -$20.7K -132 -7%
RWM
312
RKL Wealth Management
Pennsylvania
$254K +$1.1K +7 +0.4%
PFA
313
Pathway Financial Advisors
Vermont
$250K – – –
CAL
314
Capital Analysts LLC
Pennsylvania
$249K -$9.87K -63 -4%
GT
315
Glenview Trust
Kentucky
$244K – – –
PS
316
Portfolio Solutions
Michigan
$243K – – –
SCM
317
SOL Capital Management
Maryland
$240K -$148K -943 -38%
BOS
318
Bingham Osborn & Scarborough
California
$239K – – –
WCWM
319
Willow Creek Wealth Management
California
$238K +$238K +1,520 New
WJA
320
Williams Jones & Associates
New York
$236K – – –
APP
321
Avantax Planning Partners
Iowa
$236K – – –
FAIM
322
Financial Advocates Investment Management
Washington
$235K +$4.7K +30 +2%
SGAM
323
Steinberg Global Asset Management
Florida
$230K – – –
CHA
324
Cooper/Haims Advisors
New York
$230K – – –
TFCP
325
Twin Focus Capital Partners
Massachusetts
$225K – – –
11 12
13
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