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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
+$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
3
ST
Sentinel Trust
Texas
+$13.1M
4
TI
Truepoint Inc
Ohio
+$12.3M
5
RMDI
R.M. Davis Inc
Maine
+$8.76M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
-$72.1M
2
JG
Jefferies Group
New York
-$46.9M
3
SCM
SCS Capital Management
Massachusetts
-$38.4M
4
CS
Credit Suisse
Switzerland
-$22.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
326
Camden National Bank
Maine
$226K +$226K +1,390 New
CTC
327
Central Trust Company
Missouri
$220K – – –
CB
328
CNB Bank
Pennsylvania
$220K +$57.6K +355 +36%
BFPW
329
BOK Financial Private Wealth
Colorado
$219K – – –
F
330
F3Logic
Minnesota
$213K -$201K -1,230 -49%
AAM
331
Aureus Asset Management
Massachusetts
$213K – – –
BO
332
BRR OpCo
Ohio
$211K – – –
FCCM
333
First City Capital Management
Georgia
$210K +$210K +3,663 New
TNB
334
Thomasville National Bank
Georgia
$209K – – –
LCM
335
Lucas Capital Management
New Jersey
$208K +$208K +1,280 New
MWM
336
Meridian Wealth Management
Kentucky
$207K +$207K +1,274 New
BWM
337
Brickley Wealth Management
California
$204K +$204K +1,259 New
Victory Capital Management
338
Victory Capital Management
Texas
$202K -$2.11M -12,998 -91%
PAG
339
Pinnacle Advisory Group
Maryland
$202K +$202K +1,242 New
PK
340
Pflug Koory
Nebraska
$201K – – –
WA
341
WESPAC Advisors
California
$201K +$201K +1,236 New
CA
342
Calton & Associates
Florida
$200K +$200K +1,178 New
BWA
343
Burt Wealth Advisors
Maryland
$195K – – –
KJWM
344
Kiley Juergens Wealth Management
Washington
$191K +$191K +1,181 New
BFEC
345
Benjamin F. Edwards & Company
Missouri
$181K +$57K +352 +46%
RWP
346
RWA Wealth Partners
Massachusetts
$135K – – –
NWM
347
Northwest Wealth Management
Iowa
$131K – – –
PFO
348
Pathstone Family Office
New Jersey
$119K – – –
ST
349
Smithfield Trust
Pennsylvania
$118K – – –
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K – – –
12 13
14
15 16