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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 %
EI
426
Ellevest Inc
New York
$31K +$31K +210 New
WIM
427
Westside Investment Management
California
$29.4K +$29.4K +200 New
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K – – –
WAM
429
Watermark Asset Management
California
$29K +$291 +2 +1%
AF
430
Arrow Financial
New York
$29K +$29K +200 New
SAM
431
Shamrock Asset Management
Texas
$27K – – –
PA
432
Parallel Advisors
California
$27K – – –
LWM
433
Liberty Wealth Management
California
$27K +$27K +186 New
LWANC
434
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$24K +165 New
CAL
435
Capital Advisors Ltd
Ohio
$22K – – –
SIAS
436
Shine Investment Advisory Services
Colorado
$22K – – –
DWM
437
Doyle Wealth Management
Florida
$22K +$22K +150 New
OIA
438
Optimum Investment Advisors
Illinois
$20K -$7.41K -50 -27%
RAM
439
Riggs Asset Management
Pennsylvania
$20K +$1.34K +9 +7%
IBOK
440
Independence Bank of Kentucky
Kentucky
$20K +$18.1K +125 +962%
CIAS
441
Capital Investment Advisory Services
North Carolina
$20K +$20K +135 New
GWA
442
Guidant Wealth Advisors
Illinois
$19K +$19K +135 New
VFA
443
Valeo Financial Advisors
Indiana
$18K – – –
ACS
444
Archford Capital Strategies
Illinois
$17K – – –
POIA
445
Pin Oak Investment Advisors
Texas
$16K – – –
BHWM
446
Bay Harbor Wealth Management
Maryland
$16K +$16K +111 New
1IA
447
1834 Investment Advisors
Wisconsin
$15K – – –
SWM
448
SeaCrest Wealth Management
New York
$13K +$3.94K +27 +44%
TRCT
449
Tower Research Capital (TRC)
New York
$9K -$22M -141,541 -100%
AIP
450
Ameritas Investment Partners
Nebraska
$6K – – –
16 17
18
19 20