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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
151
IMA Advisory Services
Colorado
$1.44M -$589K -3,943 -29%
SQA
152
Simon Quick Advisors
New Jersey
$1.44M +$559K +3,745 +64%
GW
153
GW & Wade
Massachusetts
$1.43M – – –
MWM
154
Mission Wealth Management
California
$1.43M – – –
NPC
155
National Planning Corporation
California
$1.4M -$1.28M -8,549 -48%
BlackRock
156
BlackRock
New York
$1.37M -$4.93M -33,029 -78%
FAAS
157
First Allied Advisory Services
California
$1.34M -$127K -856 -9%
RC
158
Rinet Company
Massachusetts
$1.32M -$33.3K -223 -2%
JWA
159
JFS Wealth Advisors
Pennsylvania
$1.31M -$16.9K -113 -1%
MCIA
160
Mountain Capital Investment Advisors
Colorado
$1.3M – – –
PAG
161
Private Advisor Group
New Jersey
$1.3M +$179K +1,188 +16%
EWA
162
EP Wealth Advisors
California
$1.29M +$15.7K +105 +1%
BFG
163
Beacon Financial Group
Texas
$1.29M -$344K -2,302 -21%
NSCM
164
New South Capital Management
Tennessee
$1.25M +$1.25M +8,400 New
CFN
165
Cordasco Financial Network
Florida
$1.25M -$12.4K -83 -1%
EPP
166
ETF Portfolio Partners
Kansas
$1.21M -$239K -1,601 -17%
WA
167
Wealth Architects
California
$1.2M +$149 +1 +0%
Kayne Anderson Rudnick Investment Management
168
Kayne Anderson Rudnick Investment Management
California
$1.18M +$3.89K +26 +0.3%
Franklin Resources
169
Franklin Resources
California
$1.07M – – –
EVM
170
Eaton Vance Management
Massachusetts
$1.06M -$3.43K -23 -0.3%
HNB
171
Huntington National Bank
Ohio
$1.06M -$1.05M – –
CCM
172
Catawba Capital Management
Virginia
$1.05M – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$1.02M – – –
TH
174
Timber Hill
Connecticut
$1.02M -$2.58M -17,299 -72%
NIA
175
Northstar Investment Advisors
Colorado
$1.01M – – –
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