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

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
101
Fiera Capital (Canada)
Quebec, Canada
$5.05M -$2.43K -15 -0%
AG
102
Advisor Group
Arizona
$4.91M -$554K -3,412 -10%
MLFP
103
MPS Loria Financial Planners
Illinois
$4.87M +$189K +1,167 +4%
WT
104
Whittier Trust
California
$4.85M -$583K -3,595 -11%
SLT
105
St Louis Trust
Missouri
$4.78M – – –
CS
106
Credit Suisse
Switzerland
$4.77M -$22.2M -137,042 -82%
Comerica Bank
107
Comerica Bank
Texas
$4.71M +$3.22M +19,264 +216%
TVWM
108
Tower View Wealth Management
Wisconsin
$4.5M +$4.5M +27,736 New
APA
109
American Portfolios Advisors
New York
$4.48M +$20.1K +124 +0.5%
BlackRock
110
BlackRock
New York
$4.47M +$2.54M +15,635 +132%
VF
111
Virtu Financial
New York
$4.16M +$3.68M +22,642 +752%
PP
112
Pegasus Partners
Wisconsin
$4.09M -$2.3M -14,166 -36%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.54M +$488K +3,008 +16%
FHB
114
First Hawaiian Bank
Hawaii
$3.41M -$6.98K -43 -0.2%
BFC
115
Blue Fin Capital
Rhode Island
$3.4M +$4.06K +25 +0.1%
Truist Financial
116
Truist Financial
North Carolina
$3.34M +$51.4K +317 +2%
WTC
117
WhitTier Trust Company
Nevada
$2.99M +$124K +762 +4%
GC
118
Gibson Capital
Pennsylvania
$2.94M -$13.6K -84 -0.5%
BTS
119
BB&T Securities
Virginia
$2.85M +$1.39M +8,570 +95%
EA
120
Edge Advisors
Georgia
$2.84M +$14.6K +90 +0.5%
JFG
121
JMG Financial Group
Illinois
$2.8M +$1.81M +11,165 +183%
CA
122
Cetera Advisors
Colorado
$2.73M +$96.6K +597 +4%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M – – –
TA
124
Trellis Advisors
Washington
$2.55M -$717K -4,421 -22%
ZF
125
Zhang Financial
Michigan
$2.5M -$45.3K -278 -2%
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5
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