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iShares Russell 3000 ETF
IWV

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

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

54% more call options, than puts

Call options by funds: $632K | Put options by funds: $410K

44% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 106

10% more funds holding in top 10

Funds holding in top 10: 42 → 46 (+4)

9% more funds holding

Funds holding: 426 → 464 (+38)

5.14% more ownership

Funds ownership: 53.07% → 58.2% (+5.1%)

1% less capital invested

Capital invested by funds: $4.98B → $4.94B (-$32.7M)

Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.34%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.02%
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
+$162M
2
Bank of America
Bank of America
North Carolina
+$105M
3
SCM
SCS Capital Management
Massachusetts
+$66.1M
4
Morgan Stanley
Morgan Stanley
New York
+$55.7M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$51.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$41.8M
2
Stifel Financial
Stifel Financial
Missouri
-$30.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$22.5M
4
CS
Credit Suisse
Switzerland
-$18.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34.6M +$2.42M +15,206 +7%
Stifel Financial
27
Stifel Financial
Missouri
$32.7M -$30.2M -189,808 -46%
AB
28
Amalgamated Bank
New York
$31.9M +$18.7M +118,000 +119%
TF
29
TLWM Financial
Texas
$31.8M +$1.33M +8,401 +4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$28.7M +$12.1M +76,166 +64%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.2M +$14.6M +92,009 +92%
FWIA
32
Fort Washington Investment Advisors
Ohio
$27.6M +$5.8M +36,513 +24%
Bessemer Group
33
Bessemer Group
New Jersey
$27.5M -$1.91M -12,005 -6%
CWM
34
Calamos Wealth Management
Illinois
$26.5M -$185K -1,164 -0.6%
US Bancorp
35
US Bancorp
Minnesota
$25.2M +$920K +5,793 +3%
William Blair & Company
36
William Blair & Company
Illinois
$23.5M +$1.61M +10,158 +7%
PPA
37
Parametric Portfolio Associates
Washington
$23.4M +$24.9M +156,938 +5,974%
BP
38
Ballentine Partners
Massachusetts
$23.3M +$7.43M +46,741 +42%
UCFA
39
United Capital Financial Advisors
Texas
$23.3M +$1.01M +6,367 +4%
SIM
40
Sigma Investment Management
Oregon
$22.7M +$683K +4,302 +3%
Brown Advisory
41
Brown Advisory
Maryland
$22.6M +$3.8M +23,943 +18%
MG
42
McCutchen Group
Washington
$22.6M -$1.89M -11,916 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$22.5M +$4.53M +28,488 +23%
BJL
44
Brighton Jones LLC
Washington
$22.4M -$551K -3,467 -2%
WRTC
45
Wind River Trust Company
Wyoming
$21.7M -$155K -976 -0.7%
SF
46
Synovus Financial
Georgia
$21.6M +$7.76M +48,816 +50%
State Street
47
State Street
Massachusetts
$21.5M +$884K +5,565 +4%
CB
48
Commerce Bank
Missouri
$21.4M -$368K -2,315 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$18.6M -$5.35M -33,666 -21%
BAAM
50
Baker Avenue Asset Management
California
$18.2M -$2.93M -18,456 -13%
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IWV Hedge Fund Activity: Q4 2018 in Review

464 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2018, worth a combined $4.94B — down 0.66% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWV positions and 45 closed out — a net gain of 44 holders — while 153 added to existing stakes and 106 trimmed.

The largest buyer was Strategic Investment Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $41.8M.

  • 464 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2018, up from 426 in Q3 2018.
  • Funds reported $4.94B of iShares Russell 3000 ETF stock for Q4 2018, down 0.66% quarter-over-quarter.
  • 89 funds opened new iShares Russell 3000 ETF positions in Q4 2018 and 45 closed out, a net change of +44 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2018 was Strategic Investment Management, an estimated $162M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2018 was Goldman Sachs, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2018.