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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 %
LFG
451
LifePlan Financial Group
Ohio
$6K – – –
FFW
452
Fusion Family Wealth
New York
$6K – – –
GT
453
Glenmede Trust
Pennsylvania
$4.7K +$259 +1,763 +6%
CI
454
CX Institutional
Indiana
$4K -$984K -6,887 -100%
BOPW
455
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4K +31 New
GI
456
Gradient Investments
Minnesota
$3K -$5.37K -34 -64%
AF
457
Allworth Financial
California
$3K – – –
FCA
458
FinTrust Capital Advisors
South Carolina
$3K +$3K +23 New
CAC
459
Certified Advisory Corp
Florida
$2K – – –
FMP
460
Financial Management Professionals
Texas
$1K – – –
LWA
461
Lenox Wealth Advisors
New York
$1K – – –
AC
462
Avestar Capital
New York
$1K +$1K +12 New
UB
463
UMB Bank
Missouri
$703 +$35 +239 +5%
CWM
464
Cornerstone Wealth Management
Missouri
– -$612K -92,339 Closed
Susquehanna International Group
465
Susquehanna International Group
Pennsylvania
– -$12.7M -73,605 Closed
Citadel Advisors
466
Citadel Advisors
Florida
– -$9.63M -55,878 Closed
CWM
467
CMH Wealth Management
New Hampshire
– -$7.41M -42,960 Closed
TSS
468
Two Sigma Securities
New York
– -$3.31M -19,194 Closed
Jane Street
469
Jane Street
New York
– -$2.93M -16,998 Closed
CCWA
470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.76M -16,003 Closed
CPP
471
Crow Point Partners
Massachusetts
– -$862K -5,000 Closed
Deutsche Bank
472
Deutsche Bank
Germany
– -$723K -4,197 Closed
PFC
473
Personal Financial Consultants
California
– -$639K -3,708 Closed
FCCM
474
First City Capital Management
Georgia
– -$228K -3,663 Closed
TYCC
475
Texas Yale Capital Corp
Florida
– -$569K -3,300 Closed
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