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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
2
Goldman Sachs
New York
$116M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
RMDI
5
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
1
Barings
North Carolina
$68.2M
2
SCM
2
SCS Capital Management
Massachusetts
$686M
3
EK
3
Evensky & Katz
Florida
$108M
4
Northern Trust
4
Northern Trust
Illinois
$122M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
101
Timber Hill
Connecticut
$3.47M -$1.8M -12,475 -34%
TA
102
Tiedemann Advisors
New York
$3.23M +$543K +3,782 +20%
CS
103
Credit Suisse
Switzerland
$3.19M +$3.19M +22,154 New
FHB
104
First Hawaiian Bank
Hawaii
$3.1M -$54.4K -378 -2%
PP
105
Pegasus Partners
Wisconsin
$3.1M -$478K -3,320 -13%
BFC
106
Blue Fin Capital
Rhode Island
$3.03M +$129K +896 +4%
PWAG
107
Polaris Wealth Advisory Group
California
$2.71M +$374K +2,600 +16%
SSWM
108
Sheets Smith Wealth Management
North Carolina
$2.69M -$64.7K -449 -2%
PFO
109
Pathstone Family Office
New Jersey
$2.65M – – –
GC
110
Gibson Capital
Pennsylvania
$2.63M – – –
LC
111
LCNB Corp
Ohio
$2.6M -$43.2K -300 -2%
NPC
112
National Planning Corporation
California
$2.59M +$579K +4,009 +29%
BSW
113
Buckingham Strategic Wealth
Missouri
$2.5M +$1.75M +12,174 +234%
EA
114
Edge Advisors
Georgia
$2.49M +$85.2K +592 +4%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.43M -$3.74K -26 -0.2%
WTC
116
WhitTier Trust Company
Nevada
$2.41M -$93.2K -647 -4%
WCM
117
Wealthcare Capital Management
Virginia
$2.38M -$4.03K -28 -0.2%
PTC
118
Philadelphia Trust Company
Pennsylvania
$2.38M – – –
BA
119
BKS Advisors
Michigan
$2.33M -$2.59K -18 -0.1%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.33M – – –
ZF
121
Zhang Financial
Michigan
$2.31M – – –
CAAS
122
Capital Asset Advisory Services
Michigan
$2.25M -$359K -2,492 -14%
WSFS
123
Wilmington Savings Fund Society
Delaware
$2.24M – – –
FHA
124
First Horizon Advisors
Tennessee
$2.2M – – –
SPWA
125
SteelBridge Private Wealth Advisors
Florida
$2.17M – – –
3 4
5
6 7