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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
351
Barclays
United Kingdom
$133K -$347K -2,200 -72%
JFA
352
JNBA Financial Advisors
Minnesota
$132K -$7.58K -48 -5%
AIP
353
Ameritas Investment Partners
Nebraska
$120K – – –
PFO
354
Pathstone Family Office
New Jersey
$116K -$2.65M -16,753 -96%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K – – –
ST
356
Smithfield Trust
Pennsylvania
$115K – – –
NCM
357
New Capital Management
Texas
$114K – – –
WEC
358
Winslow Evans & Crocker
Massachusetts
$112K – – –
TIM
359
Tortoise Investment Management
New York
$112K -$15.1K -95 -12%
HWP
360
Hefty Wealth Partners
Indiana
$110K -$22K -139 -17%
QCG
361
Quadrant Capital Group
Ohio
$104K – – –
PO
362
Private Ocean
California
$102K +$630 +4 +0.6%
CA
363
Calton & Associates
Florida
$99K +$99K +592 New
WA
364
Winfield Associates
Ohio
$78K – – –
MGIA
365
Moneta Group Investment Advisors
Missouri
$78K +$78K +490 New
APSP
366
Asset Planning Services (Pennsylvania)
Pennsylvania
$77K +$1.27K +8 +2%
CHC
367
City Holding Co
West Virginia
$68K +$7.91K +50 +13%
SWP
368
Stratos Wealth Partners
Ohio
$65K +$65K +413 New
CWM
369
Cranbrook Wealth Management
Michigan
$62K – – –
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
PA
371
Parallel Advisors
California
$59K – – –
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5K – – –
WA
373
WestEnd Advisors
North Carolina
$58.2K – – –
IF
374
Ironwood Financial
Arizona
$57K – – –
HFP
375
Holistic Financial Partners
Indiana
$57K +$57K +360 New
13 14
15
16 17