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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.

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 %
VDI
76
Vaughan David Investments
Illinois
$8.66M – – –
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$8.48M +$958K +6,055 +13%
BTS
78
BB&T Securities
Virginia
$8.08M +$7.65M +48,378 +1,788%
CCA
79
Conservest Capital Advisors
Pennsylvania
$7.81M -$81.9K -518 -1%
JIC
80
Johnson Investment Counsel
Ohio
$7.7M -$393K -2,486 -5%
CAN
81
Cetera Advisor Networks
California
$6.8M -$65.2K -412 -0.9%
HighTower Advisors
82
HighTower Advisors
Illinois
$6.77M -$374K -2,366 -5%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$6.51M +$4.61M +29,123 +242%
PP
84
Pegasus Partners
Wisconsin
$6.44M +$3.26M +20,580 +102%
PA
85
Planning Alternatives
Michigan
$6.4M -$158 -1 -0%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$6.34M -$99.8K -631 -2%
RBC
87
Roble Belko & Company
Pennsylvania
$6.2M – – –
Lido Advisors
88
Lido Advisors
California
$6.14M -$264K -1,668 -4%
CA
89
Cumberland Advisors
Florida
$5.94M +$5.94M +37,550 New
FTI
90
Fiduciary Trust International
Massachusetts
$5.76M -$231K -1,460 -4%
IIM
91
Ipswich Investment Management
Massachusetts
$5.72M +$992K +6,271 +21%
RMC
92
Regis Management Company
California
$5.66M -$23.4K -148 -0.4%
BC
93
Brinker Capital
Pennsylvania
$5.6M -$12.3K -78 -0.2%
AG
94
Advisor Group
Arizona
$5.57M -$147K -930 -3%
JA
95
JVL Associates
Michigan
$5.53M +$5.53M +34,980 New
TVWM
96
Tower View Wealth Management
Wisconsin
$5.51M +$5.51M +34,854 New
WT
97
Whittier Trust
California
$5.07M -$61.5K -389 -1%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$4.84M – – –
GT
99
Glenmede Trust
Pennsylvania
$4.8M -$219K -1,388 -4%
PWAG
100
Polaris Wealth Advisory Group
California
$4.79M -$205K -1,295 -4%
2 3
4
5 6