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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 %
CWM
401
Cranbrook Wealth Management
Michigan
$55K – – –
KTC
402
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
Chevy Chase Trust
403
Chevy Chase Trust
Maryland
$55K +$55K +375 New
WA
404
WestEnd Advisors
North Carolina
$53.3K – – –
FWC
405
First Washington Corp
Washington
$52K – – –
MOS
406
MGO One Seven
Ohio
$52K +$52K +355 New
AIM
407
Anchor Investment Management
South Carolina
$47K – – –
HI
408
Hudock Inc
Pennsylvania
$46K +$571 +4 +1%
DAM
409
Delta Asset Management
Tennessee
$45K -$583 -4 -1%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$44.1K – – –
BFEC
411
Benjamin F. Edwards & Company
Missouri
$44K -$8.39K -57 -16%
BC
412
Bartlett & Co
Ohio
$44K – – –
FRA
413
Front Row Advisors
California
$44K – – –
DWA
414
Dougherty Wealth Advisers
Minnesota
$40K +$40K +250 New
BWM
415
Baystate Wealth Management
Massachusetts
$38K +$317 +2 +0.8%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$35.4K -$29.1K -197 -45%
DSC
417
Duncker Streett & Co
Missouri
$35K – – –
YWP
418
YorkBridge Wealth Partners
New York
$35K – – –
CFA
419
Carroll Financial Associates
North Carolina
$35K +$21.6K +146 +160%
TWA
420
TCI Wealth Advisors
Arizona
$34K – – –
NS
421
NewDay Solutions
New Hampshire
$34K +$34K +234 New
WTB
422
Washington Trust Bank
Washington
$33K +$33K +225 New
UBS AM
423
UBS AM
Illinois
$32.8K +$32.8K +223 New
PFGIA
424
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
JAM
425
JCIC Asset Management
Ontario, Canada
$32K – – –
15 16
17
18 19