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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 %
FHA
126
First Horizon Advisors
Tennessee
$2.48M – – –
WSFS
127
Wilmington Savings Fund Society
Delaware
$2.47M +$9.57K +59 +0.4%
AL
128
Aspiriant LLC
California
$2.46M +$97.2K +599 +4%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$2.43M +$29.4K +181 +1%
CFA
130
Cahill Financial Advisors
Minnesota
$2.42M -$13K -80 -0.5%
WCM
131
Wealthcare Capital Management
Virginia
$2.38M -$11K -68 -0.5%
BA
132
BKS Advisors
Michigan
$2.34M -$162 -1 -0%
HHGA
133
Halbert Hargrove Global Advisors
California
$2.31M – – –
SAM
134
Silvercrest Asset Management
New York
$2.28M +$607K +3,740 +36%
AllianceBernstein
135
AllianceBernstein
Tennessee
$2.27M +$83.3K +513 +4%
MML Investors Services
136
MML Investors Services
Massachusetts
$2.25M +$866K +5,337 +62%
BSW
137
Buckingham Strategic Wealth
Missouri
$2.22M -$17.4K -107 -0.8%
V
138
Veritable
Delaware
$2.2M – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.18M +$145K +892 +7%
SA
140
SL Advisors
New Jersey
$2.16M – – –
F
141
Filament
Washington
$2.15M -$24.3K -150 -1%
MWAC
142
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.09M -$4.87K -30 -0.2%
CWM
143
Cahaba Wealth Management
Georgia
$2.05M -$6.5K -39 -0.3%
PWAG
144
Polaris Wealth Advisory Group
California
$2.05M – – –
FT
145
Fiduciary Trust
Massachusetts
$2.02M -$1.11M -6,814 -35%
CTI
146
Community Trust & Investment
Kentucky
$1.94M +$1.94M +11,948 New
Citadel Advisors
147
Citadel Advisors
Florida
$1.92M -$5.14M -31,635 -73%
SBSB
148
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.91M – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$1.89M -$162 -1 -0%
AF
150
Advisornet Financial
Minnesota
$1.88M -$544K -3,350 -22%
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