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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$362M
2
JG
Jefferies Group
New York
$46.9M
3
CS
Credit Suisse
Switzerland
$26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12M
5
ST
Sentinel Trust
Texas
$41.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$147M
2
SCM
SCS Capital Management
Massachusetts
$662M
3
MHI
Miller Howard Investments
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$66.9M
5
AB
Amalgamated Bank
New York
$9.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
126
Wilmington Savings Fund Society
Delaware
$2.37M -$62.5K -400 -3%
CFA
127
Cahill Financial Advisors
Minnesota
$2.34M -$40.8K -261 -2%
AF
128
Advisornet Financial
Minnesota
$2.34M -$1.45M -9,296 -38%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$2.31M +$96.6K +618 +4%
WCM
130
Wealthcare Capital Management
Virginia
$2.3M -$176K -1,126 -7%
AL
131
Aspiriant LLC
California
$2.27M +$1.98M +12,645 +672%
BA
132
BKS Advisors
Michigan
$2.25M -$160K -1,024 -7%
Victory Capital Management
133
Victory Capital Management
Texas
$2.23M +$1.76M +11,250 +376%
HHGA
134
Halbert Hargrove Global Advisors
California
$2.22M – – –
EVM
135
Eaton Vance Management
Massachusetts
$2.16M +$1.08M +6,910 +100%
BSW
136
Buckingham Strategic Wealth
Missouri
$2.15M -$95.7K -612 -4%
V
137
Veritable
Delaware
$2.12M +$2.35K +15 +0.1%
AllianceBernstein
138
AllianceBernstein
Tennessee
$2.11M +$8.44K +54 +0.4%
F
139
Filament
Washington
$2.09M -$122K -778 -5%
SA
140
SL Advisors
New Jersey
$2.08M – – –
PWAG
141
Polaris Wealth Advisory Group
California
$2.05M -$2.68M -17,148 -57%
MWAC
142
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.02M -$65.1K -416 -3%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$1.96M +$82.9K +530 +4%
CPIM
144
Columbia Partners Investment Management
Virginia
$1.95M – – –
CWM
145
Cahaba Wealth Management
Georgia
$1.89M -$139K -910 -7%
BlackRock
146
BlackRock
New York
$1.86M +$438K +2,799 +31%
SBSB
147
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.84M -$101K -646 -5%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$1.82M -$726K -4,642 -29%
Millennium Management
149
Millennium Management
New York
$1.78M +$455K +2,913 +34%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$1.74M -$81.2K -519 -4%
4 5
6
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