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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
1
Strategic Investment Management
Virginia
$359M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
BAAM
3
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
5
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
1
Barings
North Carolina
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
SCM
3
SCS Capital Management
Massachusetts
$694M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$6.17M -$364K -2,390 -6%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$6.08M -$318K -2,131 -5%
PA
78
Planning Alternatives
Michigan
$6.04M -$135K -905 -2%
RBC
79
Roble Belko & Company
Pennsylvania
$5.85M – – –
Bessemer Group
80
Bessemer Group
New Jersey
$5.85M – – –
HH
81
Hilltop Holdings
Texas
$5.77M +$155K +1,035 +3%
FTI
82
Fiduciary Trust International
Massachusetts
$5.66M -$1.11M -7,423 -16%
SB
83
Suntrust Banks
Georgia
$5.62M +$29.6K +198 +0.5%
AG
84
Advisor Group
Arizona
$5.4M +$48.2K +323 +0.9%
RMC
85
Regis Management Company
California
$5.36M +$149 +1 +0%
BC
86
Brinker Capital
Pennsylvania
$5.3M +$16.3K +109 +0.3%
Citadel Advisors
87
Citadel Advisors
Florida
$5M +$5M +33,461 New
MHI
88
Miller Howard Investments
New York
$4.96M -$2.11M -14,168 -30%
WT
89
Whittier Trust
California
$4.84M +$14.9K +100 +0.3%
GT
90
Glenmede Trust
Pennsylvania
$4.74M -$26.1K -175 -0.5%
PWAG
91
Polaris Wealth Advisory Group
California
$4.71M +$1.9M +12,728 +68%
Fiera Capital (Canada)
92
Fiera Capital (Canada)
Quebec, Canada
$4.57M – – –
HCC
93
Hirtle Callaghan & Co
Pennsylvania
$4.49M +$4.33M +29,000 +2,708%
IIM
94
Ipswich Investment Management
Massachusetts
$4.47M +$52.4K +351 +1%
MLFP
95
MPS Loria Financial Planners
Illinois
$4.37M +$3.14K +21 +0.1%
SLT
96
St Louis Trust
Missouri
$4.35M +$9.41K +63 +0.2%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$4.29M -$1.93M -12,938 -31%
Mariner
98
Mariner
Kansas
$3.99M +$81.8K +548 +2%
FT
99
Fiduciary Trust
Massachusetts
$3.85M -$29.1K -195 -0.8%
SMA
100
Simply Money Advisors
Ohio
$3.67M -$255K -1,705 -6%
2 3
4
5 6