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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
326
Williams Jones & Associates
New York
$239K – – –
APP
327
Avantax Planning Partners
Iowa
$239K – – –
KJWM
328
Kiley Juergens Wealth Management
Washington
$237K +$237K +1,501 New
RFC
329
Regions Financial Corp
Alabama
$236K -$1.58K -10 -0.7%
HA
330
Harfst & Associates
Wyoming
$235K -$6.47K -41 -3%
CTC
331
Central Trust Company
Missouri
$234K -$101K -640 -30%
SGAM
332
Steinberg Global Asset Management
Florida
$233K – – –
FAIM
333
Financial Advocates Investment Management
Washington
$233K +$233K +1,470 New
CHA
334
Cooper/Haims Advisors
New York
$232K +$232K +1,468 New
TFCP
335
Twin Focus Capital Partners
Massachusetts
$227K -$62.3K -394 -22%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$227K -$17.1K -108 -7%
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$221K +$221K +1,400 New
CF
338
Corrigan Financial
Rhode Island
$219K +$1.58K +10 +0.7%
RIA
339
Regal Investment Advisors
Michigan
$219K +$219K +1,388 New
JWBC
340
J.W. Burns & Co
New York
$214K -$87.2K -550 -29%
BFPW
341
BOK Financial Private Wealth
Colorado
$213K – – –
AAM
342
Aureus Asset Management
Massachusetts
$207K +$207K +1,310 New
HTC
343
Haverford Trust Company
Pennsylvania
$206K +$206K +1,300 New
BO
344
BRR OpCo
Ohio
$206K +$206K +1,301 New
TNB
345
Thomasville National Bank
Georgia
$204K +$204K +1,290 New
LCM
346
Lucas Capital Management
New Jersey
$202K -$15.8K -100 -7%
MWM
347
Meridian Wealth Management
Kentucky
$202K +$202K +1,274 New
PK
348
Pflug Koory
Nebraska
$196K -$23.7K -150 -11%
BWA
349
Burt Wealth Advisors
Maryland
$190K – – –
ACM
350
Armbruster Capital Management
New York
$190K – – –
12 13
14
15 16