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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$3.43M 22,967 +18,845 +457%
AL
102
Aspiriant LLC
California
$3.38M 22,654 -4,624 -17%
MIAN
103
Mariner Independent Advisor Network
Kansas
$3.23M 21,658 +7,272 +51%
BFC
104
Blue Fin Capital
Rhode Island
$3.19M 21,365 +325 +2%
FHB
105
First Hawaiian Bank
Hawaii
$3.17M 21,211 -331 -2%
PP
106
Pegasus Partners
Wisconsin
$3M 20,103 -1,397 -6%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$2.9M 19,432 +725 +4%
CS
108
Credit Suisse
Switzerland
$2.81M 18,794 -3,360 -15%
TA
109
Tiedemann Advisors
New York
$2.8M 18,740 -3,782 -17%
GC
110
Gibson Capital
Pennsylvania
$2.72M 18,230 – –
PFO
111
Pathstone Family Office
New Jersey
$2.61M 17,486 -891 -5%
LC
112
LCNB Corp
Ohio
$2.59M 17,367 -695 -4%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$2.56M 17,174 +293 +2%
EA
114
Edge Advisors
Georgia
$2.52M 16,894 -401 -2%
WTC
115
WhitTier Trust Company
Nevada
$2.49M 16,708 – –
PTC
116
Philadelphia Trust Company
Pennsylvania
$2.46M 16,500 – –
WCM
117
Wealthcare Capital Management
Virginia
$2.46M 16,460 -57 -0.3%
ZF
118
Zhang Financial
Michigan
$2.43M 16,081 +27 +0.2%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M 16,195 – –
Comerica Bank
120
Comerica Bank
Texas
$2.41M 15,827 +6,591 +71%
BA
121
BKS Advisors
Michigan
$2.34M 15,705 -495 -3%
WSFS
122
Wilmington Savings Fund Society
Delaware
$2.32M 15,568 – –
CFA
123
Cahill Financial Advisors
Minnesota
$2.31M 15,494 +506 +3%
FHA
124
First Horizon Advisors
Tennessee
$2.28M 15,286 – –
BSW
125
Buckingham Strategic Wealth
Missouri
$2.16M 14,440 -2,929 -17%
3 4
5
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