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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$76.1M
2
JG
Jefferies Group
New York
+$46.9M
3
CS
Credit Suisse
Switzerland
+$24.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M
5
ST
Sentinel Trust
Texas
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75.5M
2
SCM
SCS Capital Management
Massachusetts
-$30.6M
3
MHI
Miller Howard Investments
New York
-$16M
4
Stifel Financial
Stifel Financial
Missouri
-$16M
5
AB
Amalgamated Bank
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
351
Tortoise Investment Management
New York
$110K – – –
SEI Investments
352
SEI Investments
Pennsylvania
$109K -$151K -969 -58%
SFM
353
Signet Financial Management
New Jersey
$109K +$109K +697 New
QCG
354
Quadrant Capital Group
Ohio
$103K – – –
JFA
355
JNBA Financial Advisors
Minnesota
$101K -$29.5K -189 -23%
PO
356
Private Ocean
California
$101K +$156 +1 +0.2%
MI
357
Markston International
New York
$94K +$94K +600 New
TI
358
Truepoint Inc
Ohio
$91.5K -$506K -79,082 -85%
BWM
359
Baystate Wealth Management
Massachusetts
$79K +$79K +498 New
CHC
360
City Holding Co
West Virginia
$77K +$10.1K +65 +15%
APSP
361
Asset Planning Services (Pennsylvania)
Pennsylvania
$75K -$622 -4 -0.8%
RCAG
362
Rehmann Capital Advisory Group
Michigan
$70K +$70K +447 New
CWM
363
Cranbrook Wealth Management
Michigan
$62K – – –
SWP
364
Stratos Wealth Partners
Ohio
$60K -$4.53K -29 -7%
KTC
365
Kistler-Tiffany Companies
Pennsylvania
$58K – – –
PA
366
Parallel Advisors
California
$58K – – –
WA
367
WestEnd Advisors
North Carolina
$57.5K – – –
FWC
368
First Washington Corp
Washington
$56K – – –
IF
369
Ironwood Financial
Arizona
$56K – – –
HFP
370
Holistic Financial Partners
Indiana
$56K – – –
SWA
371
Sutton Wealth Advisors
Florida
$54.7K – – –
LA
372
Legacy Advisors
Pennsylvania
$52K +$35.3K +227 +212%
AIM
373
Anchor Investment Management
South Carolina
$50K – – –
DAM
374
Delta Asset Management
Tennessee
$50K – – –
SWMG
375
Signature Wealth Management Group
Georgia
$50K +$50K +323 New
13 14
15
16 17