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iShares Russell 3000 ETF
IWV

Overview Fund Activity

345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-11
Holders Change %
-3.09%
% of All Funds
8.6%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.95%
New
25
Increased
93
Reduced
122
Closed
34
Calls
$2.35M
Puts
$1.15M
Net Calls
+$1.21M
Net Calls Change
+$2.07M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$108M
2
B
Barings
North Carolina
$132M
3
Ameriprise
Ameriprise
Minnesota
$74.6M
4
BJL
Brighton Jones LLC
Washington
$29.1M
5
TWM
Tanglewood Wealth Management
Texas
$44.3M

Top Sellers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
2
SCM
SCS Capital Management
Massachusetts
$683M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
RMDI
R.M. Davis Inc
Maine
$33.3M
5
TA
Teachers Advisors
New York
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
351
Federated Hermes
Pennsylvania
– -$1.57M -11,772 Closed
William Blair Investment Management
352
William Blair Investment Management
Illinois
– -$1.52M -11,400 Closed
WIM
353
Weitz Investment Management
Nebraska
– -$1.46M -11,000 Closed
TCM
354
Tran Capital Management
California
– -$1.31M -9,836 Closed
Jane Street
355
Jane Street
New York
– -$1.18M -8,887 Closed
SEI Investments
356
SEI Investments
Pennsylvania
– -$1.15M -8,659 Closed
VKH
357
Virtu KCG Holdings
New York
– -$660K -4,965 Closed
AIA
358
Allegis Investment Advisors
Idaho
– -$639K -4,804 Closed
GH
359
GAM Holding
Switzerland
– -$598K -4,500 Closed
M&T Bank
360
M&T Bank
New York
– -$449K -3,380 Closed
DSA
361
Davis Selected Advisers
Arizona
– -$386K -2,903 Closed
HCIA
362
Hochman Cole Investment Advisors
Illinois
– -$356K -2,679 Closed
FPCG
363
Fort Pitt Capital Group
Pennsylvania
– -$290K -2,183 Closed
AAM
364
Aureus Asset Management
Massachusetts
– -$289K -2,174 Closed
CCFCSB
365
Cape Cod Five Cents Savings Bank
Massachusetts
– -$280K -2,106 Closed
SWPG
366
Strategic Wealth Partners Group
Illinois
– -$256K -1,923 Closed
CL
367
Choreo LLC
Illinois
– -$240K -1,802 Closed
CASB
368
Cape Ann Savings Bank
Massachusetts
– -$210K -1,550 Closed
OSAM
369
O'Shaughnessy Asset Management
Connecticut
– -$84K -631 Closed
SFS
370
Sowell Financial Services
Arkansas
– -$73K -526 Closed
AIM
371
Advantage Investment Management
Iowa
– -$67K -504 Closed
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
– -$56.5K -425 Closed
GI
373
Gradient Investments
Minnesota
– -$53K -400 Closed
EF
374
Empirical Finance
Pennsylvania
– -$41K -306 Closed
LWMT
375
Legacy Wealth Management (Tennessee)
Tennessee
– -$33.4K -251 Closed
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