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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
3
ST
Sentinel Trust
Texas
$55.9M
4
TI
Truepoint Inc
Ohio
$14.7M
5
RMDI
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$30.2M -$5.01M -30,850 -14%
MG
27
McCutchen Group
Washington
$27.6M -$253K -1,560 -0.9%
US Bancorp
28
US Bancorp
Minnesota
$26.5M -$638K -3,931 -2%
UCFA
29
United Capital Financial Advisors
Texas
$26M -$1.26M -7,753 -5%
BJL
30
Brighton Jones LLC
Washington
$25.8M -$2.28M -14,042 -8%
SIM
31
Sigma Investment Management
Oregon
$25.1M -$518K -3,189 -2%
FWIA
32
Fort Washington Investment Advisors
Ohio
$24.5M – – –
William Blair & Company
33
William Blair & Company
Illinois
$24.5M +$2.99M +18,415 +14%
WRTC
34
Wind River Trust Company
Wyoming
$24.2M – – –
CB
35
Commerce Bank
Missouri
$24.2M -$226K -1,390 -0.9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$23.8M +$15M +92,736 +171%
State Street
37
State Street
Massachusetts
$23.8M +$3.02M +18,625 +15%
BAAM
38
Baker Avenue Asset Management
California
$23.4M +$1.68M +10,379 +8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$23M -$270K -1,661 -1%
GAG
40
GM Advisory Group
New York
$22.2M -$408K -2,514 -2%
Brown Advisory
41
Brown Advisory
Maryland
$21.6M -$2.46M -15,161 -10%
SP
42
Stairway Partners
Illinois
$21.5M -$299K -1,844 -1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$20.5M -$1.48M -9,104 -7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$20.1M -$513K -3,161 -2%
WFWM
45
Wechter Feldman Wealth Management
New Jersey
$19.2M -$1.02M -6,271 -5%
BP
46
Ballentine Partners
Massachusetts
$19M -$465K -2,866 -2%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$18.1M – – –
CWM
48
Calamos Wealth Management
Illinois
$17.8M -$2.43K -15 -0%
B
49
Barings
North Carolina
$16.9M – – –
OBWP
50
O'Brien Wealth Partners
Massachusetts
$16.8M -$1.1M -6,802 -6%
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