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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.8M
3
ST
3
Sentinel Trust
Texas
$55.9M
4
TI
4
Truepoint Inc
Ohio
$14.7M
5
RMDI
5
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
1
Strategic Investment Management
Virginia
$398M
2
JG
2
Jefferies Group
New York
$0
3
SCM
3
SCS Capital Management
Massachusetts
$649M
4
CS
4
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$7.74M +$418K +2,576 +6%
JWM
77
Jackson Wealth Management
Florida
$7.68M -$795K -4,718 -9%
Citigroup
78
Citigroup
New York
$7.32M +$2.97M +18,294 +68%
CCA
79
Conservest Capital Advisors
Pennsylvania
$7.1M -$925K -5,697 -12%
CWM
80
CMH Wealth Management
New Hampshire
$7.03M +$7.03M +43,180 New
HighTower Advisors
81
HighTower Advisors
Illinois
$6.94M -$55.2K -340 -0.8%
CAN
82
Cetera Advisor Networks
California
$6.64M -$248K -1,528 -4%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$6.49M -$4.87K -30 -0.1%
RBC
84
Roble Belko & Company
Pennsylvania
$6.36M – – –
SG Americas Securities
85
SG Americas Securities
New York
$6.26M -$1.15M -7,106 -16%
CWM
86
Chesapeake Wealth Management
Virginia
$6.22M -$35.7K -220 -0.6%
PA
87
Planning Alternatives
Michigan
$6.09M -$220K -1,356 -3%
IIM
88
Ipswich Investment Management
Massachusetts
$5.92M +$17.7K +109 +0.3%
FTI
89
Fiduciary Trust International
Massachusetts
$5.88M -$45.4K -280 -0.8%
RMC
90
Regis Management Company
California
$5.81M – – –
BC
91
Brinker Capital
Pennsylvania
$5.81M +$89.6K +552 +2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.72M -$1.21M -7,464 -17%
JA
93
JVL Associates
Michigan
$5.67M -$10.7K -66 -0.2%
MPPLM
94
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.63M +$3.98M +24,505 +241%
Lido Advisors
95
Lido Advisors
California
$5.57M -$115K -709 -2%
RJA
96
Raymond James & Associates
Florida
$5.52M -$3.33M -20,496 -38%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$5.49M -$6.92M -42,628 -56%
SB
98
Suntrust Banks
Georgia
$5.35M +$88.1K +543 +2%
HCC
99
Hirtle Callaghan & Co
Pennsylvania
$5.29M -$40.6K -250 -0.8%
Mariner
100
Mariner
Kansas
$5.13M +$240K +1,478 +5%
2 3
4
5 6