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iShares Russell 3000 ETF
IWV

Overview Fund Activity

345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
345
Holders Change
-11
Holders Change %
-3.09%
% of All Funds
8.6%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.95%
New
25
Increased
93
Reduced
122
Closed
34
Calls
$2.35M
Puts
$1.15M
Net Calls
+$1.21M
Net Calls Change
+$2.07M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$108M
2
B
2
Barings
North Carolina
$132M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
BJL
4
Brighton Jones LLC
Washington
$29.1M
5
TWM
5
Tanglewood Wealth Management
Texas
$44.3M

Top Sellers

1
RMPT
1
Raytheon Master Pension Trust
Massachusetts
$0
2
SCM
2
SCS Capital Management
Massachusetts
$683M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RMDI
4
R.M. Davis Inc
Maine
$33.3M
5
TA
5
Teachers Advisors
New York
$6.25M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
101
Pegasus Partners
Wisconsin
$3.47M 24,820 – –
HH
102
Hilltop Holdings
Texas
$3.21M 22,924 -10,097 -31%
FHB
103
First Hawaiian Bank
Hawaii
$3.07M 21,920 -634 -3%
BFC
104
Blue Fin Capital
Rhode Island
$2.82M 20,144 +340 +2%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$2.75M 19,689 +571 +3%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$2.68M 19,156 -558 -3%
TA
107
Tiedemann Advisors
New York
$2.62M 18,740 +143 +0.8%
ZF
108
Zhang Financial
Michigan
$2.6M 16,054 -584 -4%
PFO
109
Pathstone Family Office
New Jersey
$2.57M 18,377 – –
LC
110
LCNB Corp
Ohio
$2.57M 18,362 -1,530 -8%
GC
111
Gibson Capital
Pennsylvania
$2.55M 18,230 -714 -4%
CAAS
112
Capital Asset Advisory Services
Michigan
$2.53M 18,116 +1,201 +7%
WTC
113
WhitTier Trust Company
Nevada
$2.43M 17,355 – –
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.37M 16,907 +458 +3%
EA
115
Edge Advisors
Georgia
$2.34M 16,703 -1,327 -7%
WCM
116
Wealthcare Capital Management
Virginia
$2.32M 16,545 -93 -0.6%
PTC
117
Philadelphia Trust Company
Pennsylvania
$2.31M 16,500 -6,605 -29%
PWAG
118
Polaris Wealth Advisory Group
California
$2.27M 16,233 -1,038 -6%
BA
119
BKS Advisors
Michigan
$2.27M 16,218 +471 +3%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M 16,195 – –
CFA
121
Cahill Financial Advisors
Minnesota
$2.23M 15,944 -841 -5%
WSFS
122
Wilmington Savings Fund Society
Delaware
$2.18M 15,568 – –
FHA
123
First Horizon Advisors
Tennessee
$2.14M 15,286 +15,286 New
SPWA
124
SteelBridge Private Wealth Advisors
Florida
$2.11M 15,060 – –
F
125
Filament
Washington
$2.03M 14,487 -2,993 -17%
3 4
5
6 7