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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 %
BAC
301
Boys Arnold & Co
North Carolina
$352K -$61.8K -425 -15%
BFG
302
Barber Financial Group
Kansas
$352K -$26K -177 -7%
BIAS
303
Beacon Investment Advisory Services
New Jersey
$352K – – –
CCM
304
Coldstream Capital Management
Washington
$347K – – –
AA
305
Ancora Advisors
Ohio
$346K – – –
SMFS
306
Squar Milner Financial Services
California
$344K – – –
IDA
307
Intelligence Driven Advisers
California
$343K +$343K +2,338 New
GC
308
Gibson Capital
Pennsylvania
$342K -$2.32M -15,813 -87%
CPO
309
Cerity Partners OCIO
New York
$341K +$55.6K +378 +19%
BHIA
310
Birch Hill Investment Advisors
Massachusetts
$338K – – –
MYIA
311
Mount Yale Investment Advisors
Colorado
$336K – – –
FWM
312
Frontier Wealth Management
Missouri
$335K – – –
VWA
313
VERITY Wealth Advisors
United States
$332K +$332K +2,263 New
NEGWA
314
New England Guild Wealth Advisors
Connecticut
$331K +$588 +4 +0.2%
CB
315
Chemical Bank
Michigan
$330K +$12.5K +85 +4%
CFA
316
Capstone Financial Advisors
Illinois
$325K -$381K – –
HFA
317
Huber Financial Advisors
Illinois
$324K +$588 +4 +0.2%
AWM
318
Altium Wealth Management
New York
$322K – – –
ZCA
319
Zeke Capital Advisors
Pennsylvania
$309K +$309K +2,104 New
CFS
320
CRA Financial Services
New Jersey
$306K +$306K +2,085 New
MCG
321
MACRO Consulting Group
New Jersey
$305K +$305K +2,081 New
IA
322
IFP Advisors
Florida
$304K -$88.7K -609 -23%
AssetMark Inc
323
AssetMark Inc
California
$300K – – –
CWM
324
Connecticut Wealth Management
Connecticut
$300K +$1.76K +12 +0.6%
HCIA
325
Hochman Cole Investment Advisors
Illinois
$296K – – –
11 12
13
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