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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Bessemer Group
2
Bessemer Group
New Jersey
$30M
3
Stifel Financial
3
Stifel Financial
Missouri
$83.8M
4
ST
4
Sentinel Trust
Texas
$30.9M
5
Ameriprise
5
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$700M
2
SIM
2
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$231M
4
JWM
4
Jackson Wealth Management
Florida
$8.82M
5
P
5
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$16.5M +$8.13M +51,402 +97%
B
52
Barings
North Carolina
$16.5M – – –
MHI
53
Miller Howard Investments
New York
$16M +$10.8M +68,143 +205%
CWM
54
Calamos Wealth Management
Illinois
$15.9M -$33.5K -212 -0.2%
CA
55
Clearstead Advisors
Ohio
$15.4M -$39.2K -248 -0.3%
TI
56
Truepoint Inc
Ohio
$14.8M -$364K -2,301 -2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$14.6M +$513K +3,245 +4%
SF
58
Synovus Financial
Georgia
$14.5M -$98.2K -621 -0.7%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$14.1M -$1.33M -8,386 -9%
DPI
60
Diversified Portfolios Inc
Michigan
$13.7M -$86.4K -546 -0.6%
Comerica Bank
61
Comerica Bank
Texas
$13.7M +$11M +65,964 +417%
CPIG
62
Chicago Partners Investment Group
Illinois
$13.5M – – –
DC
63
Derby & Company
Massachusetts
$12.5M +$12.5M +78,913 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$12.3M +$141K +889 +1%
CFGF
65
Compass Financial Group (Florida)
Florida
$12.2M -$1.34M -8,500 -10%
FEG
66
Fund Evaluation Group
Ohio
$11.8M +$864K +5,464 +8%
RJA
67
Raymond James & Associates
Florida
$11.6M +$3.56M +22,492 +44%
SI
68
Stephens Inc
Arkansas
$11.4M +$332K +2,100 +3%
WPW
69
Waldron Private Wealth
Pennsylvania
$11M +$78.4K +496 +0.7%
SCM
70
Sterling Capital Management
North Carolina
$10.7M +$10.3M +64,970 +2,352%
Prudential Financial
71
Prudential Financial
New Jersey
$9.56M -$3.01M -19,000 -24%
FSA
72
Financial Services Advisory
Maryland
$9.5M +$9.5M +60,039 New
HS
73
Huntington Steele
Pennsylvania
$9.37M +$87.3K +552 +0.9%
GCA
74
Greenwood Capital Associates
South Carolina
$8.88M -$177K -1,118 -2%
JWM
75
Jackson Wealth Management
Florida
$8.82M -$8.87M -54,612 -50%
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