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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 %
CAL
351
Capital Analysts LLC
Pennsylvania
$234K – – –
GFPC
352
Global Financial Private Capital
Florida
$234K +$234K +1,593 New
FCFS
353
First Command Financial Services
Texas
$232K -$232K -1,581 -50%
FCB
354
First Command Bank
Texas
$232K -$232K -1,581 -50%
QAM
355
QCI Asset Management
New York
$228K – – –
PS
356
Portfolio Solutions
Michigan
$228K – – –
WB
357
WesBanco Bank
West Virginia
$227K – – –
SPC
358
Sigma Planning Corp
Michigan
$225K -$14.5K -99 -6%
SCM
359
SOL Capital Management
Maryland
$225K – – –
BOS
360
Bingham Osborn & Scarborough
California
$224K +$147 +1 +0.1%
WJA
361
Williams Jones & Associates
New York
$222K – – –
EIA
362
Eldridge Investment Advisors
New Hampshire
$221K -$10.7K -73 -5%
GLA
363
Great Lakes Advisors
Illinois
$220K +$220K +1,500 New
BWM
364
Brickley Wealth Management
California
$218K -$10.9K -74 -5%
WCWM
365
Willow Creek Wealth Management
California
$217K – – –
CHA
366
Cooper/Haims Advisors
New York
$216K – – –
Cerity Partners
367
Cerity Partners
New York
$215K +$215K +1,460 New
AC
368
Alexandria Capital
Virginia
$213K -$77.6K -529 -27%
CF
369
Corrigan Financial
Rhode Island
$209K +$1.76K +12 +0.9%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$206K – – –
CNB
371
Camden National Bank
Maine
$204K – – –
WWM
372
Western Wealth Management
Colorado
$204K +$204K +1,386 New
SWM
373
Shakespeare Wealth Management
Wisconsin
$203K +$203K +1,382 New
SCCM
374
Schafer Cullen Capital Management
New York
$201K +$201K +1,369 New
MAU
375
MRA Associates USA
Arizona
$196K +$196K +1,331 New
13 14
15
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