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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
BKS Advisors
Michigan
$2.44M -$42.4K -268 -2%
CFA
127
Cahill Financial Advisors
Minnesota
$2.41M -$38.9K -246 -2%
BSW
128
Buckingham Strategic Wealth
Missouri
$2.27M -$9.65K -61 -0.4%
HHGA
129
Halbert Hargrove Global Advisors
California
$2.25M – – –
F
130
Filament
Washington
$2.24M +$158 +1 +0%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$2.24M +$21K +133 +0.9%
HH
132
Hilltop Holdings
Texas
$2.23M -$3.89M -24,580 -64%
CA
133
Cetera Advisors
Colorado
$2.21M +$552K +3,484 +33%
SAM
134
Silvercrest Asset Management
New York
$2.17M -$106K -670 -5%
Citadel Advisors
135
Citadel Advisors
Florida
$2.16M -$3.13M -19,806 -59%
TA
136
Teachers Advisors
New York
$2.15M – – –
V
137
Veritable
Delaware
$2.14M +$4.75K +30 +0.2%
AllianceBernstein
138
AllianceBernstein
Tennessee
$2.12M +$316 +2 +0%
MPPLM
139
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.12M +$2.12M +13,410 New
MWAC
140
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.11M -$19.5K -123 -0.9%
SA
141
SL Advisors
New Jersey
$2.1M – – –
CWM
142
Cahaba Wealth Management
Georgia
$2.1M -$3.32K -21 -0.2%
CPIM
143
Columbia Partners Investment Management
Virginia
$1.97M – – –
SBSB
144
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.96M -$7.91K -50 -0.4%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$1.9M +$161K +1,018 +9%
FFBTD
146
First Financial Bank - Trust Division
Ohio
$1.86M -$92.7K -586 -5%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$1.84M +$15.5K +98 +0.8%
MIS
148
Morningstar Investment Services
Illinois
$1.81M +$1.81M +11,461 New
AWM
149
Aries Wealth Management
Maine
$1.8M +$1.8M +10,833 New
LWA
150
Lowe Wealth Advisors
Maryland
$1.75M -$47.5K -300 -3%
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