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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 %
HCC
101
Hirtle Callaghan & Co
Pennsylvania
$4.76M – – –
SLT
102
St Louis Trust
Missouri
$4.65M +$37.2K +235 +0.8%
MLFP
103
MPS Loria Financial Planners
Illinois
$4.57M -$68K -430 -1%
APA
104
American Portfolios Advisors
New York
$4.45M +$4.45M +28,110 New
Mariner
105
Mariner
Kansas
$4.28M +$46.5K +294 +1%
FT
106
Fiduciary Trust
Massachusetts
$4.03M -$47K -297 -1%
SMA
107
Simply Money Advisors
Ohio
$3.96M +$78.9K +499 +2%
AF
108
Advisornet Financial
Minnesota
$3.83M +$3.83M +24,231 New
FHB
109
First Hawaiian Bank
Hawaii
$3.36M – – –
BFC
110
Blue Fin Capital
Rhode Island
$3.33M -$47.5K -300 -1%
TA
111
Trellis Advisors
Washington
$3.22M +$3.22M +20,360 New
TA
112
Tiedemann Advisors
New York
$3.06M +$96.4K +609 +3%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.01M -$66K -417 -2%
GC
114
Gibson Capital
Pennsylvania
$2.88M – – –
EA
115
Edge Advisors
Georgia
$2.78M +$108K +684 +4%
WTC
116
WhitTier Trust Company
Nevada
$2.64M – – –
PTC
117
Philadelphia Trust Company
Pennsylvania
$2.61M – – –
LC
118
LCNB Corp
Ohio
$2.61M -$142K -900 -5%
ZF
119
Zhang Financial
Michigan
$2.6M -$4.38K -27 -0.2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2.58M -$142K -895 -5%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.53M -$30.4K -192 -1%
FHA
122
First Horizon Advisors
Tennessee
$2.51M +$92.3K +583 +4%
WCM
123
Wealthcare Capital Management
Virginia
$2.51M -$97K -613 -4%
Citigroup
124
Citigroup
New York
$2.47M +$649K +4,105 +36%
WSFS
125
Wilmington Savings Fund Society
Delaware
$2.46M – – –
3 4
5
6 7