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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.

New
Increased
Maintained
Reduced
Closed
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
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Silvercrest Asset Management
New York
$2.14M – – –
HHGA
127
Halbert Hargrove Global Advisors
California
$2.12M – – –
F
128
Filament
Washington
$2.12M -$46.9K -314 -2%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$2.1M -$35.8K -240 -2%
TA
130
Teachers Advisors
New York
$2.03M -$6.5M -43,530 -76%
Capstone Investment Advisors
131
Capstone Investment Advisors
New York
$2.02M +$2.02M +13,563 New
V
132
Veritable
Delaware
$2.02M +$2.39K +16 +0.1%
MWAC
133
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.01M +$299 +2 +0%
AllianceBernstein
134
AllianceBernstein
Tennessee
$2M -$22.2K -149 -1%
SA
135
SL Advisors
New Jersey
$1.99M – – –
CWM
136
Cahaba Wealth Management
Georgia
$1.98M +$1.98M +13,273 New
SBSB
137
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.86M -$138K -922 -7%
CPIM
138
Columbia Partners Investment Management
Virginia
$1.86M – – –
FFBTD
139
First Financial Bank - Trust Division
Ohio
$1.85M – – –
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$1.8M +$94.6K +634 +6%
IWMA
141
Ironwood Wealth Management (Arizona)
Arizona
$1.76M +$1.76M +11,777 New
Natixis Advisors
142
Natixis Advisors
Massachusetts
$1.73M +$44.6K +299 +3%
Citigroup
143
Citigroup
New York
$1.72M +$935K +6,266 +119%
LWA
144
Lowe Wealth Advisors
Maryland
$1.69M -$9.7K -65 -0.6%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$1.64M -$52.1K -349 -3%
RTS
146
Round Table Services
New Jersey
$1.58M -$87.9K -589 -5%
BUB
147
BBVA USA Bancshares
Texas
$1.58M -$77.6K -520 -5%
CA
148
Cetera Advisors
Colorado
$1.56M +$110K +740 +8%
WT
149
Washington Trust
Rhode Island
$1.47M -$51.2K -343 -3%
IC
150
Iconiq Capital
California
$1.46M +$1.22M +8,174 +513%
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