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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
+$150M
2
Bank of America
Bank of America
North Carolina
+$96.8M
3
SCM
SCS Capital Management
Massachusetts
+$61.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.5M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$48M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$38.6M
2
Stifel Financial
Stifel Financial
Missouri
-$27.9M
3
TRCT
Tower Research Capital (TRC)
New York
-$22M
4
CS
Credit Suisse
Switzerland
-$16.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
476
Old Mission Capital
Illinois
– -$525K -3,048 Closed
NEAM
477
New England Asset Management
Connecticut
– -$439K -2,550 Closed
SG Americas Securities
478
SG Americas Securities
New York
– -$401K -2,327 Closed
OCM
479
One Capital Management
California
– -$297K -1,724 Closed
PIM
480
Penobscot Investment Management
Massachusetts
– -$286K -1,662 Closed
VCM
481
Vigilant Capital Management
Maine
– -$284K -1,650 Closed
RIA
482
Regal Investment Advisors
Michigan
– -$255K -1,477 Closed
Verition Fund Management
483
Verition Fund Management
Connecticut
– -$244K -1,415 Closed
FF
484
Fluent Financial
Texas
– -$232K -1,346 Closed
AAM
485
Aureus Asset Management
Massachusetts
– -$226K -1,310 Closed
BO
486
BRR OpCo
Ohio
– -$224K -1,301 Closed
TNB
487
Thomasville National Bank
Georgia
– -$222K -1,290 Closed
PAG
488
Pinnacle Advisory Group
Maryland
– -$217K -1,259 Closed
WA
489
WESPAC Advisors
California
– -$213K -1,236 Closed
SHIM
490
Stone House Investment Management
Pennsylvania
– -$209K -1,210 Closed
CL
491
Choreo LLC
Illinois
– -$208K -1,204 Closed
KJWM
492
Kiley Juergens Wealth Management
Washington
– -$203K -1,181 Closed
CA
493
Calton & Associates
Florida
– -$203K -1,178 Closed
SGAM
494
Steinberg Global Asset Management
Florida
– -$202K -1,174 Closed
OC
495
Oppenheimer & Co
New York
– -$202K -1,173 Closed
DAS
496
Dynamic Advisor Solutions
Arizona
– -$202K -1,171 Closed
APP
497
Avantax Planning Partners
Iowa
– -$142K -825 Closed
SFM
498
Signet Financial Management
New Jersey
– -$120K -697 Closed
SWP
499
Stratos Wealth Partners
Ohio
– -$65K -377 Closed
LA
500
Legacy Advisors
Pennsylvania
– -$58K -334 Closed
17 18 19
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