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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
151
BBVA USA Bancshares
Texas
$1.67M +$1.11K +7 +0.1%
WT
152
Washington Trust
Rhode Island
$1.58M +$17.1K +108 +1%
IC
153
Iconiq Capital
California
$1.55M – – –
GW
154
GW & Wade
Massachusetts
$1.52M – – –
EWA
155
EP Wealth Advisors
California
$1.44M +$66.4K +420 +5%
BlackRock
156
BlackRock
New York
$1.44M -$15.2K -96 -1%
RC
157
Rinet Company
Massachusetts
$1.43M +$31K +196 +2%
IAS
158
IMA Advisory Services
Colorado
$1.42M -$108K -684 -7%
FAAS
159
First Allied Advisory Services
California
$1.42M -$7.95K -50 -0.6%
CFN
160
Cordasco Financial Network
Florida
$1.39M +$66.6K +421 +5%
JWA
161
JFS Wealth Advisors
Pennsylvania
$1.39M -$1.74K -11 -0.1%
MCIA
162
Mountain Capital Investment Advisors
Colorado
$1.38M – – –
Capstone Investment Advisors
163
Capstone Investment Advisors
New York
$1.36M -$786K -4,972 -37%
MWM
164
Mission Wealth Management
California
$1.36M -$158K -1,000 -10%
BFG
165
Beacon Financial Group
Texas
$1.35M -$13.4K -85 -1%
RTS
166
Round Table Services
New Jersey
$1.34M -$327K -2,070 -20%
Millennium Management
167
Millennium Management
New York
$1.34M +$1.34M +8,472 New
MML Investors Services
168
MML Investors Services
Massachusetts
$1.31M +$273K +1,728 +26%
CS
169
Credit Suisse
Switzerland
$1.29M -$1.68M -10,655 -57%
EPP
170
ETF Portfolio Partners
Kansas
$1.28M +$4.59K +29 +0.4%
GWM
171
Geneos Wealth Management
Colorado
$1.28M +$307K +1,941 +32%
WA
172
Wealth Architects
California
$1.27M +$158 +1 +0%
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
$1.25M -$3.48K -22 -0.3%
VF
174
Virtu Financial
New York
$1.24M +$1.24M +7,822 New
OMC
175
Old Mission Capital
Illinois
$1.21M +$1.21M +7,671 New
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