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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 %
CTC
376
Central Trust Company
Missouri
$191K – – –
PK
377
Pflug Koory
Nebraska
$181K -$734 -5 -0.4%
NFG
378
Next Financial Group
Texas
$177K +$15K +102 +9%
BWA
379
Burt Wealth Advisors
Maryland
$176K – – –
TJHA
380
Thomas J. Herzfeld Advisors
Florida
$169K +$169K +1,150 New
IFAM
381
Institutional & Family Asset Management
Colorado
$150K +$150K +1,019 New
NWM
382
Northwest Wealth Management
Iowa
$109K +$1.18K +8 +1%
PFO
383
Pathstone Family Office
New Jersey
$108K – – –
LWCFA
384
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
ST
385
Smithfield Trust
Pennsylvania
$107K – – –
WEC
386
Winslow Evans & Crocker
Massachusetts
$106K – – –
NCM
387
New Capital Management
Texas
$105K – – –
ESB
388
Essex Savings Bank
Connecticut
$105K +$105K +714 New
TIM
389
Tortoise Investment Management
New York
$104K – – –
CHC
390
City Holding Co
West Virginia
$104K +$6.18K +42 +6%
FHA
391
Flagship Harbor Advisors
Massachusetts
$100K – – –
QCG
392
Quadrant Capital Group
Ohio
$96K – – –
PO
393
Private Ocean
California
$96K +$731 +5 +0.8%
JFA
394
JNBA Financial Advisors
Minnesota
$95K +$95K +647 New
KPW
395
Kore Private Wealth
New York
$95K +$95K +650 New
SWA
396
Sutton Wealth Advisors
Florida
$92.6K +$41.1K +280 +80%
JA
397
JOYN Advisors
Georgia
$86K – – –
IF
398
Ironwood Financial
Arizona
$82K +$29.2K +199 +55%
APSP
399
Asset Planning Services (Pennsylvania)
Pennsylvania
$72K +$442 +3 +0.6%
HPC
400
HM Payson & Co
Maine
$57K -$287K -1,958 -83%
14 15
16
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