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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
1
Strategic Investment Management
Virginia
$359M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
BAAM
3
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
5
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
1
Barings
North Carolina
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
SCM
3
SCS Capital Management
Massachusetts
$694M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$26.9M +$371K +2,492 +1%
MG
27
McCutchen Group
Washington
$26.2M -$85.4K -572 -0.3%
SIM
28
Sigma Investment Management
Oregon
$25M -$780K -5,222 -3%
AB
29
Amalgamated Bank
New York
$25M +$4.1M +27,494 +20%
US Bancorp
30
US Bancorp
Minnesota
$24.8M -$1.35M -9,076 -5%
WRTC
31
Wind River Trust Company
Wyoming
$23.4M – – –
CB
32
Commerce Bank
Missouri
$22.7M -$67K -449 -0.3%
FWIA
33
Fort Washington Investment Advisors
Ohio
$22.6M +$1.97M +13,167 +10%
SP
34
Stairway Partners
Illinois
$21.5M -$2.21M -14,813 -9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$21M -$2.27M -15,224 -10%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$20.8M +$496K +3,324 +2%
GAG
37
GM Advisory Group
New York
$20.8M +$211K +1,412 +1%
Brown Advisory
38
Brown Advisory
Maryland
$20.5M +$4.16M +27,900 +25%
WFWM
39
Wechter Feldman Wealth Management
New Jersey
$20.4M -$388K -2,600 -2%
State Street
40
State Street
Massachusetts
$20.3M -$354K -2,372 -2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$19.6M -$117K -785 -0.6%
BP
42
Ballentine Partners
Massachusetts
$19.5M -$440K -2,948 -2%
OBWP
43
O'Brien Wealth Partners
Massachusetts
$18.5M -$1.33M -8,896 -7%
William Blair & Company
44
William Blair & Company
Illinois
$18.5M +$288K +1,931 +2%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$16.7M -$2.7M -17,174 -14%
JWM
46
Jackson Wealth Management
Florida
$16.5M +$225K +1,486 +1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$15.7M +$491K +3,288 +3%
B
48
Barings
North Carolina
$15.6M -$55.1M -369,200 -78%
CWM
49
Calamos Wealth Management
Illinois
$15M -$83.6K -560 -0.6%
ST
50
Sentinel Trust
Texas
$14.8M +$2.11M +14,113 +17%
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