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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
2
Goldman Sachs
New York
$116M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
RMDI
5
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
1
Barings
North Carolina
$68.2M
2
SCM
2
SCS Capital Management
Massachusetts
$686M
3
EK
3
Evensky & Katz
Florida
$108M
4
Northern Trust
4
Northern Trust
Illinois
$122M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
McCutchen Group
Washington
$25.4M -$3.01M -20,914 -11%
US Bancorp
27
US Bancorp
Minnesota
$25.3M -$2.43M -16,903 -9%
SIM
28
Sigma Investment Management
Oregon
$24.9M -$525K -3,644 -2%
CPIG
29
Chicago Partners Investment Group
Illinois
$24.4M +$24.4M +176,364 New
SP
30
Stairway Partners
Illinois
$22.9M -$719K -4,993 -3%
WRTC
31
Wind River Trust Company
Wyoming
$22.5M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$22.5M +$1.33M +9,243 +6%
CB
33
Commerce Bank
Missouri
$22M +$540K +3,752 +3%
BAAM
34
Baker Avenue Asset Management
California
$20.7M +$269K +1,869 +1%
AB
35
Amalgamated Bank
New York
$20.2M +$2.06M +14,289 +11%
WFWM
36
Wechter Feldman Wealth Management
New Jersey
$20M +$849K +5,897 +4%
State Street
37
State Street
Massachusetts
$20M -$210K -1,459 -1%
FWIA
38
Fort Washington Investment Advisors
Ohio
$19.9M +$587K +4,078 +3%
GAG
39
GM Advisory Group
New York
$19.8M -$108K -752 -0.5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$19.6M -$476K -3,305 -2%
BP
41
Ballentine Partners
Massachusetts
$19.6M +$436K +2,970 +2%
OBWP
42
O'Brien Wealth Partners
Massachusetts
$19.2M -$873K -6,063 -4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$19.1M +$140K +971 +0.7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$17.8M +$275K +1,909 +2%
William Blair & Company
45
William Blair & Company
Illinois
$17.6M -$136K -944 -0.8%
Brown Advisory
46
Brown Advisory
Maryland
$15.8M -$185K -1,287 -1%
JWM
47
Jackson Wealth Management
Florida
$15.7M +$994K +6,790 +7%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$15.2M +$1.28M +8,901 +9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$15.2M +$12.3M +85,551 +435%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$14.7M +$627K +4,353 +4%
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