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iShares Russell 3000 ETF
IWV

Overview Fund Activity

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$482M
2
Bank of America
Bank of America
North Carolina
$247M
3
SCM
SCS Capital Management
Massachusetts
$624M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$207M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$96.3M
2
Stifel Financial
Stifel Financial
Missouri
$32.7M
3
TRCT
Tower Research Capital (TRC)
New York
$9K
4
CS
Credit Suisse
Switzerland
$2.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$3.98M +$648K +4,410 +19%
SSWM
127
Smith Salley Wealth Management
North Carolina
$3.95M +$2.84M +19,324 +255%
AG
128
Advisor Group
Arizona
$3.9M -$1.03M -7,003 -21%
JFG
129
JMG Financial Group
Illinois
$3.88M +$1.34M +9,120 +53%
F
130
Filament
Washington
$3.8M +$1.99M +13,527 +110%
SCIM
131
Spring Creek Investment Management
Pennsylvania
$3.75M +$3.75M +25,500 New
WAG
132
Winthrop Advisory Group
Massachusetts
$3.72M +$2.85M +19,391 +328%
Citigroup
133
Citigroup
New York
$3.55M -$3.26M -22,180 -48%
CAM
134
Congress Asset Management
Massachusetts
$3.48M +$3.48M +23,656 New
CAM
135
Cresset Asset Management
Illinois
$3.47M +$3.47M +23,603 New
AL
136
Aspiriant LLC
California
$3.46M +$1.27M +8,668 +58%
JWM
137
Jackson Wealth Management
Florida
$3.44M -$3.67M -25,578 -52%
FAAS
138
First Allied Advisory Services
California
$3.3M -$280K -1,906 -8%
TFCP
139
Twin Focus Capital Partners
Massachusetts
$3.25M +$3.04M +20,700 +1,442%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$3.23M +$87.7K +597 +3%
FHB
141
First Hawaiian Bank
Hawaii
$3.1M -$76.5K -521 -2%
FNBOO
142
First National Bank of Omaha
Nebraska
$3.08M +$3.08M +20,987 New
BFC
143
Blue Fin Capital
Rhode Island
$3.06M +$147 +1 +0%
DIA
144
Davidson Investment Advisors
Montana
$2.93M +$2.93M +19,970 New
WTC
145
WhitTier Trust Company
Nevada
$2.71M – – –
EWA
146
EP Wealth Advisors
California
$2.65M +$1.38M +9,373 +108%
ECG
147
Edge Capital Group
Georgia
$2.63M +$2.63M +17,904 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.56M +$596K +4,056 +30%
SQA
149
Simon Quick Advisors
New Jersey
$2.46M +$1.6M +10,909 +188%
Truist Financial
150
Truist Financial
North Carolina
$2.42M -$600K -4,081 -20%
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