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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
351
Ameritas Investment Partners
Nebraska
$9K – – –
NIC
352
Northwest Investment Counselors
Oregon
$9K – – –
VFA
353
Valeo Financial Advisors
Indiana
$7K +$7K +45 New
TDC
354
Thompson Davis & Co
Virginia
$5K – – –
RFA
355
Reilly Financial Advisors
California
$2K – – –
FMP
356
Financial Management Professionals
Texas
$1K – – –
CG
357
Corundum Group
Colorado
$608 +$191 +1,276 +46%
CAAS
358
Capital Asset Advisory Services
Michigan
– -$2.25M -15,624 Closed
SPWA
359
SteelBridge Private Wealth Advisors
Florida
– -$2.17M -15,060 Closed
TRCT
360
Tower Research Capital (TRC)
New York
– -$1.71M -11,898 Closed
VF
361
Virtu Financial
New York
– -$1.46M -10,132 Closed
Jane Street
362
Jane Street
New York
– -$1.15M -7,960 Closed
LF
363
Lee Financial
Texas
– -$976K -6,777 Closed
SCA
364
Salient Capital Advisors
Texas
– -$769K -5,338 Closed
GS
365
Girard Securities
California
– -$395K -2,738 Closed
EAM
366
Evanson Asset Management
California
– -$364K -2,525 Closed
WP
367
WealthPLAN Partners
Nebraska
– -$329K -2,281 Closed
SC
368
Savant Capital
Illinois
– -$305K -2,115 Closed
RSA
369
Robertson Stephens Advisors
California
– -$268K -1,859 Closed
PAG
370
Pinnacle Advisory Group
Maryland
– -$201K -1,399 Closed
VWA
371
V Wealth Advisors
Kansas
– -$178K -1,240 Closed
DIA
372
Davidson Investment Advisors
Montana
– -$147K -1,025 Closed
DADC
373
D.A. Davidson & Co
Montana
– -$108K -756 Closed
GWA
374
Guidant Wealth Advisors
Illinois
– -$19K -135 Closed
MA
375
MCF Advisors
Kentucky
– -$7K -50 Closed
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