IWV icon

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 %
FWC
376
First Washington Corp
Washington
$56K – – –
SWA
377
Sutton Wealth Advisors
Florida
$55.4K -$23.7K -150 -30%
AIM
378
Anchor Investment Management
South Carolina
$50.6K – – –
HI
379
Hudock Inc
Pennsylvania
$50K +$475 +3 +1%
DAM
380
Delta Asset Management
Tennessee
$50K +$11K +70 +28%
BC
381
Bartlett & Co
Ohio
$47K – – –
FRA
382
Front Row Advisors
California
$47K +$47K +300 New
DSC
383
Duncker Streett & Co
Missouri
$38K – – –
YWP
384
YorkBridge Wealth Partners
New York
$37K – – –
TWA
385
TCI Wealth Advisors
Arizona
$36K – – –
PS
386
Portfolio Strategies
New York
$36K +$36K +228 New
WAM
387
Watermark Asset Management
California
$33K +$313 +2 +1%
WTB
388
Washington Trust Bank
Washington
$33K +$33K +207 New
WIM
389
Westside Investment Management
California
$32.4K – – –
SAM
390
Shamrock Asset Management
Texas
$30K – – –
AFNAS
391
American Financial Network Advisory Services
California
$30K +$30K +190 New
JAM
392
JCIC Asset Management
Ontario, Canada
$29K – – –
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
TC
394
Trust Company
Kansas
$26K – – –
POIA
395
Pin Oak Investment Advisors
Texas
$25K +$25K +158 New
CAL
396
Capital Advisors Ltd
Ohio
$24K – – –
SIAS
397
Shine Investment Advisory Services
Colorado
$24K – – –
TFS
398
TrustCore Financial Services
Tennessee
$24K +$24K +150 New
BL
399
Balentine LLC
Georgia
$21K – – –
MOS
400
MGO One Seven
Ohio
$20K +$20K +125 New
14 15
16
17 18