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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
2
Goldman Sachs
New York
$116M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
RMDI
5
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
1
Barings
North Carolina
$68.2M
2
SCM
2
SCS Capital Management
Massachusetts
$686M
3
EK
3
Evensky & Katz
Florida
$108M
4
Northern Trust
4
Northern Trust
Illinois
$122M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$1.41M +$26.6K +185 +2%
CA
152
Cetera Advisors
Colorado
$1.4M +$126K +874 +10%
EPP
153
ETF Portfolio Partners
Kansas
$1.39M -$54.4K -378 -4%
GW
154
GW & Wade
Massachusetts
$1.38M – – –
MWM
155
Mission Wealth Management
California
$1.38M -$7.2K -50 -0.5%
Comerica Bank
156
Comerica Bank
Texas
$1.35M -$445K -3,043 -25%
RC
157
Rinet Company
Massachusetts
$1.31M -$15K -104 -1%
JWA
158
JFS Wealth Advisors
Pennsylvania
$1.28M -$32.5K -226 -2%
VKH
159
Virtu KCG Holdings
New York
$1.26M +$1.26M +8,752 New
MCIA
160
Mountain Capital Investment Advisors
Colorado
$1.26M +$1.26M +8,723 New
EWA
161
EP Wealth Advisors
California
$1.23M +$6.34K +44 +0.5%
CFN
162
Cordasco Financial Network
Florida
$1.22M +$40.3K +280 +3%
HCM
163
Hollencrest Capital Management
California
$1.2M – – –
WA
164
Wealth Architects
California
$1.15M – – –
Jane Street
165
Jane Street
New York
$1.15M +$1.15M +7,960 New
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$1.14M -$193K -1,336 -14%
PAG
167
Private Advisor Group
New Jersey
$1.07M -$112K -779 -9%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$1.06M -$245K -1,699 -19%
HNB
169
Huntington National Bank
Ohio
$1.05M -$1.03M – –
Franklin Resources
170
Franklin Resources
California
$1.03M – – –
EVM
171
Eaton Vance Management
Massachusetts
$1.03M +$51K +354 +5%
CCM
172
Catawba Capital Management
Virginia
$1.02M -$112K -775 -10%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$987K +$16K +111 +2%
JFGLC
174
Johnson Financial Group LLC (Colorado)
Colorado
$981K -$209K -1,451 -18%
SSWM
175
Smith Salley Wealth Management
North Carolina
$979K +$95.5K +663 +11%
5 6
7
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