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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.

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

Top Sellers

1
B
Barings
North Carolina
$68.2M
2
SCM
SCS Capital Management
Massachusetts
$686M
3
EK
Evensky & Katz
Florida
$108M
4
Northern Trust
Northern Trust
Illinois
$122M
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Cahill Financial Advisors
Minnesota
$2.16M -$138K -956 -6%
F
127
Filament
Washington
$2.09M – – –
MIAN
128
Mariner Independent Advisor Network
Kansas
$2.07M +$2.07M +14,386 New
SAM
129
Silvercrest Asset Management
New York
$2.07M +$114K +794 +6%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$2.06M +$16.8K +117 +0.8%
HHGA
131
Halbert Hargrove Global Advisors
California
$2.05M – – –
IAS
132
IMA Advisory Services
Colorado
$1.96M -$122K -846 -6%
AllianceBernstein
133
AllianceBernstein
Tennessee
$1.95M +$732K +5,086 +60%
V
134
Veritable
Delaware
$1.95M – – –
MWAC
135
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.94M -$45.7K -317 -2%
SBSB
136
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.93M – – –
SA
137
SL Advisors
New Jersey
$1.92M – – –
CPIM
138
Columbia Partners Investment Management
Virginia
$1.79M – – –
FFBTD
139
First Financial Bank - Trust Division
Ohio
$1.78M – – –
KeyBank National Association
140
KeyBank National Association
Ohio
$1.74M – – –
TRCT
141
Tower Research Capital (TRC)
New York
$1.71M +$1.71M +11,898 New
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$1.65M – – –
LWA
143
Lowe Wealth Advisors
Maryland
$1.64M – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.63M +$112K +781 +7%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$1.62M +$4.03K +28 +0.2%
RTS
146
Round Table Services
New Jersey
$1.61M – – –
BUB
147
BBVA USA Bancshares
Texas
$1.59M -$9.65K -67 -0.6%
BFG
148
Beacon Financial Group
Texas
$1.57M +$144 +1 +0%
WT
149
Washington Trust
Rhode Island
$1.47M -$109K -756 -7%
VF
150
Virtu Financial
New York
$1.46M +$1.46M +10,132 New
4 5
6
7 8