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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 %
CFA
401
Carroll Financial Associates
North Carolina
$14K – – –
GI
402
Gradient Investments
Minnesota
$13K – – –
FFW
403
Fusion Family Wealth
New York
$13K – – –
SPIA
404
Steward Partners Investment Advisory
New York
$12K – – –
AAP
405
Arax Advisory Partners
Colorado
$11K – – –
WCAMG
406
Woodard & Company Asset Management Group
North Carolina
$10K – – –
AIP
407
Ameritas Investment Partners
Nebraska
$10K – – –
SWM
408
SeaCrest Wealth Management
New York
$9K -$474 -3 -5%
Manulife (Manufacturers Life Insurance)
409
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$7.69K -50 -49%
VFA
410
Valeo Financial Advisors
Indiana
$7K – – –
LFG
411
LifePlan Financial Group
Ohio
$6K +$6K +37 New
TDC
412
Thompson Davis & Co
Virginia
$5K – – –
ClearBridge Investments
413
ClearBridge Investments
New York
$4K – – –
JA
414
JOYN Advisors
Georgia
$4K +$4K +28 New
RFA
415
Reilly Financial Advisors
California
$2K – – –
IBOK
416
Independence Bank of Kentucky
Kentucky
$2K – – –
FEG
417
Financial Enhancement Group
Indiana
$2K +$2K +11 New
CAC
418
Certified Advisory Corp
Florida
$1K – – –
FMP
419
Financial Management Professionals
Texas
$1K – – –
MHI
420
Miller Howard Investments
New York
– -$16M -101,364 Closed
SCM
421
Sterling Capital Management
North Carolina
– -$10.7M -67,732 Closed
FSA
422
Financial Services Advisory
Maryland
– -$9.5M -60,039 Closed
TVWM
423
Tower View Wealth Management
Wisconsin
– -$5.51M -34,854 Closed
MIS
424
Morningstar Investment Services
Illinois
– -$1.81M -11,461 Closed
OMC
425
Old Mission Capital
Illinois
– -$1.21M -7,671 Closed
15 16
17
18 19