IWV icon

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 %
AWM
151
Aries Wealth Management
Maine
$1.81M – – –
Natixis Advisors
152
Natixis Advisors
Massachusetts
$1.81M -$1.46K -9 -0.1%
BUB
153
BBVA USA Bancshares
Texas
$1.81M +$18.8K +116 +1%
LWA
154
Lowe Wealth Advisors
Maryland
$1.78M – – –
FFBTD
155
First Financial Bank - Trust Division
Ohio
$1.75M – – –
RTS
156
Round Table Services
New Jersey
$1.66M +$196K +1,205 +13%
WT
157
Washington Trust
Rhode Island
$1.61M +$37.2K +229 +2%
GW
158
GW & Wade
Massachusetts
$1.56M – – –
GWM
159
Geneos Wealth Management
Colorado
$1.53M -$37.6K -232 -2%
MWM
160
Mission Wealth Management
California
$1.51M +$117K +721 +8%
IWMA
161
Ironwood Wealth Management (Arizona)
Arizona
$1.47M +$1.47M +9,082 New
MCIA
162
Mountain Capital Investment Advisors
Colorado
$1.42M – – –
EWA
163
EP Wealth Advisors
California
$1.41M – – –
RC
164
Rinet Company
Massachusetts
$1.41M +$15.1K +93 +1%
JWA
165
JFS Wealth Advisors
Pennsylvania
$1.4M – – –
EPP
166
ETF Portfolio Partners
Kansas
$1.34M +$6.98K +43 +0.5%
CFN
167
Cordasco Financial Network
Florida
$1.31M -$73.4K -452 -5%
CCM
168
Cohen Capital Management
California
$1.31M +$1.31M +8,080 New
WA
169
Wealth Architects
California
$1.3M – – –
IAS
170
IMA Advisory Services
Colorado
$1.27M -$82.1K -506 -6%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$1.25M -$8.12K -50 -0.6%
BFG
172
Beacon Financial Group
Texas
$1.25M -$8.11K -50 -0.6%
NPF
173
Norris Perne & French
Michigan
$1.19M +$162K +1,000 +16%
Franklin Resources
174
Franklin Resources
California
$1.16M – – –
AWA
175
ARS Wealth Advisors
Florida
$1.16M – – –
5 6
7
8 9