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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 %
Manulife (Manufacturers Life Insurance)
401
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K – – –
1IA
402
1834 Investment Advisors
Wisconsin
$16K +$16K +100 New
LA
403
Legacy Advisors
Pennsylvania
$16K +$16K +107 New
CG
404
Cutler Group
California
$15K +$15K +100 New
CFA
405
Carroll Financial Associates
North Carolina
$14K – – –
FFW
406
Fusion Family Wealth
New York
$13K – – –
GI
407
Gradient Investments
Minnesota
$13K +$13K +82 New
RFM
408
Royal Fund Management
Florida
$13K +$13K +83 New
SPIA
409
Steward Partners Investment Advisory
New York
$12K +$12K +78 New
AAP
410
Arax Advisory Partners
Colorado
$11K – – –
ACM
411
Aviance Capital Management
Florida
$11K +$11K +70 New
WCAMG
412
Woodard & Company Asset Management Group
North Carolina
$10K +$10K +66 New
SWM
413
SeaCrest Wealth Management
New York
$9K +$9K +60 New
PWM
414
Paulson Wealth Management
Illinois
$8K +$8K +48 New
VFA
415
Valeo Financial Advisors
Indiana
$7K – – –
CFA
416
Camarda Financial Advisors
Florida
$7K +$7K +44 New
TDC
417
Thompson Davis & Co
Virginia
$6K – – –
Financial Engines Advisors
418
Financial Engines Advisors
California
$6K +$6K +40 New
ClearBridge Investments
419
ClearBridge Investments
New York
$4K +$4K +27 New
SFC
420
SYM Financial Corp
Indiana
$3K +$3K +20 New
RFA
421
Reilly Financial Advisors
California
$2K – – –
IBOK
422
Independence Bank of Kentucky
Kentucky
$2K +$2K +13 New
FMP
423
Financial Management Professionals
Texas
$1K – – –
CAC
424
Certified Advisory Corp
Florida
$1K +$1K +9 New
PCG
425
Private Capital Group
Connecticut
$457 +$457 +2,887 New
14 15 16
17
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