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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 %
JWBC
326
J.W. Burns & Co
New York
$294K – – –
FAIM
327
Financial Advocates Investment Management
Washington
$291K -$75.1K -510 -21%
AAS
328
Avantax Advisory Services
Texas
$288K +$288K +1,959 New
HTC
329
Haverford Trust Company
Pennsylvania
$286K – – –
CAW
330
Cornerstone Advisors (Washington)
Washington
$283K +$735 +5 +0.3%
MA
331
MONECO Advisors
Connecticut
$282K +$282K +1,922 New
DACG
332
Donor Advised Charitable Giving
California
$277K +$2.94K +20 +1%
DIA
333
Dana Investment Advisors
Wisconsin
$276K – – –
FCBT
334
First Citizens Bank & Trust
North Carolina
$275K – – –
MAS
335
Madden Advisory Services
Florida
$272K – – –
ASN
336
Advisory Services Network
Georgia
$269K +$36.5K +248 +16%
FAM
337
Flaharty Asset Management
Florida
$268K -$1.18K -8 -0.4%
KTA
338
Keeley-Teton Advisors
Illinois
$266K +$266K +1,811 New
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$265K -$92.6K -630 -26%
PA
340
Paracle Advisors
Washington
$263K +$586 +4 +0.2%
UBV
341
United Bank (Virginia)
Virginia
$260K – – –
Barclays
342
Barclays
United Kingdom
$258K -$238K -1,617 -48%
MI
343
Markston International
New York
$257K +$257K +1,750 New
GT
344
Glenview Trust
Kentucky
$254K +$24.8K +169 +11%
GP
345
Girard Partners
Pennsylvania
$246K – – –
BPB
346
Badgley, Phelps & Bell
Washington
$244K +$244K +1,658 New
RFC
347
Regions Financial Corp
Alabama
$241K – – –
MGIA
348
Moneta Group Investment Advisors
Missouri
$240K -$29.5K -201 -11%
FWCM
349
Ferguson Wellman Capital Management
Oregon
$237K -$2.49K -17 -1%
PFA
350
Pathway Financial Advisors
Vermont
$235K – – –
12 13
14
15 16