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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
$482M
2
Bank of America
Bank of America
North Carolina
$247M
3
SCM
SCS Capital Management
Massachusetts
$624M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$207M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$96.3M
2
Stifel Financial
Stifel Financial
Missouri
$32.7M
3
TRCT
Tower Research Capital (TRC)
New York
$9K
4
CS
Credit Suisse
Switzerland
$2.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$34.6M +$2.23M +15,206 +7%
Stifel Financial
27
Stifel Financial
Missouri
$32.7M -$27.9M -189,808 -46%
AB
28
Amalgamated Bank
New York
$31.9M +$17.3M +118,000 +119%
TF
29
TLWM Financial
Texas
$31.8M +$1.28M +8,401 +4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$28.7M +$11.2M +76,166 +64%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$28.2M +$13.5M +92,009 +92%
FWIA
32
Fort Washington Investment Advisors
Ohio
$27.6M +$5.36M +36,513 +24%
Bessemer Group
33
Bessemer Group
New Jersey
$27.5M -$1.76M -12,005 -6%
CWM
34
Calamos Wealth Management
Illinois
$26.5M -$171K -1,164 -0.6%
US Bancorp
35
US Bancorp
Minnesota
$25.2M +$851K +5,793 +3%
William Blair & Company
36
William Blair & Company
Illinois
$23.5M +$1.49M +10,158 +7%
PPA
37
Parametric Portfolio Associates
Washington
$23.4M +$23.1M +156,938 +5,974%
BP
38
Ballentine Partners
Massachusetts
$23.3M +$6.87M +46,741 +42%
UCFA
39
United Capital Financial Advisors
Texas
$23.3M +$935K +6,367 +4%
SIM
40
Sigma Investment Management
Oregon
$22.7M +$632K +4,302 +3%
Brown Advisory
41
Brown Advisory
Maryland
$22.6M +$3.52M +23,943 +18%
MG
42
McCutchen Group
Washington
$22.6M -$1.75M -11,916 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$22.5M +$4.19M +28,488 +23%
BJL
44
Brighton Jones LLC
Washington
$22.4M -$509K -3,467 -2%
WRTC
45
Wind River Trust Company
Wyoming
$21.7M -$143K -976 -0.7%
SF
46
Synovus Financial
Georgia
$21.7M +$7.17M +48,816 +50%
State Street
47
State Street
Massachusetts
$21.5M +$818K +5,565 +4%
CB
48
Commerce Bank
Missouri
$21.4M -$340K -2,315 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$18.6M -$4.95M -33,666 -21%
BAAM
50
Baker Avenue Asset Management
California
$18.2M -$2.71M -18,456 -13%
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