IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.98B invested in iShares Russell 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
9.75%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
32
Increased
112
Reduced
140
Closed
27
Calls
$241K
Puts
$706K
Net Calls
-$465K
Net Calls Change
-$4.1M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$17.5M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
TRCT
Tower Research Capital (TRC)
New York
+$14.5M
4
CWM
Calamos Wealth Management
Illinois
+$12.4M
5
ST
Sentinel Trust
Texas
+$9.99M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$53.4M
2
SIM
Strategic Investment Management
Virginia
-$33.8M
3
SCM
SCS Capital Management
Massachusetts
-$28.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.7M
5
Jane Street
Jane Street
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
326
Willow Creek Wealth Management
California
$255K -$6.89K -40 -3%
RIA
327
Regal Investment Advisors
Michigan
$255K +$255K +1,477 New
CHA
328
Cooper/Haims Advisors
New York
$253K – – –
TFCP
329
Twin Focus Capital Partners
Massachusetts
$247K – – –
Verition Fund Management
330
Verition Fund Management
Connecticut
$244K -$52.8K -306 -18%
CF
331
Corrigan Financial
Rhode Island
$243K +$861 +5 +0.4%
PFA
332
Pathway Financial Advisors
Vermont
$242K – – –
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
CNB
334
Camden National Bank
Maine
$239K – – –
BFPW
335
BOK Financial Private Wealth
Colorado
$232K – – –
FF
336
Fluent Financial
Texas
$232K +$232K +1,346 New
FCCM
337
First City Capital Management
Georgia
$228K – – –
AAM
338
Aureus Asset Management
Massachusetts
$226K – – –
CTC
339
Central Trust Company
Missouri
$224K -$10K -58 -4%
BO
340
BRR OpCo
Ohio
$224K – – –
TNB
341
Thomasville National Bank
Georgia
$222K – – –
PAG
342
Pinnacle Advisory Group
Maryland
$217K +$2.93K +17 +1%
PK
343
Pflug Koory
Nebraska
$213K – – –
WA
344
WESPAC Advisors
California
$213K – – –
SHIM
345
Stone House Investment Management
Pennsylvania
$209K -$455K -2,635 -69%
CL
346
Choreo LLC
Illinois
$208K +$208K +1,204 New
BWA
347
Burt Wealth Advisors
Maryland
$207K – – –
KJWM
348
Kiley Juergens Wealth Management
Washington
$203K – – –
CA
349
Calton & Associates
Florida
$203K – – –
DAS
350
Dynamic Advisor Solutions
Arizona
$202K +$202K +1,171 New
12 13
14
15 16