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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.98B invested in iShares Russell 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
9.75%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
32
Increased
112
Reduced
140
Closed
27
Calls
$241K
Puts
$706K
Net Calls
-$465K
Net Calls Change
-$4.1M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$17.5M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
TRCT
Tower Research Capital (TRC)
New York
+$14.5M
4
CWM
Calamos Wealth Management
Illinois
+$12.4M
5
ST
Sentinel Trust
Texas
+$9.99M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$53.4M
2
SIM
Strategic Investment Management
Virginia
-$33.8M
3
SCM
SCS Capital Management
Massachusetts
-$28.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.7M
5
Jane Street
Jane Street
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
151
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.94M -$83.6K -485 -4%
BTS
152
BB&T Securities
Virginia
$1.89M -$1.13M -6,576 -37%
AWM
153
Aries Wealth Management
Maine
$1.87M – – –
FFBTD
154
First Financial Bank - Trust Division
Ohio
$1.86M – – –
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.86M -$63.2K -367 -3%
LWA
156
Lowe Wealth Advisors
Maryland
$1.83M -$51.7K -300 -3%
RTS
157
Round Table Services
New Jersey
$1.77M – – –
GWM
158
Geneos Wealth Management
Colorado
$1.74M +$109K +633 +7%
AF
159
Advisornet Financial
Minnesota
$1.71M -$282K -1,638 -14%
GW
160
GW & Wade
Massachusetts
$1.66M – – –
WT
161
Washington Trust
Rhode Island
$1.61M -$96.1K -558 -6%
MWM
162
Mission Wealth Management
California
$1.59M -$11.5K -67 -0.7%
BUB
163
BBVA USA Bancshares
Texas
$1.55M -$367K -2,129 -19%
JWA
164
JFS Wealth Advisors
Pennsylvania
$1.51M +$21.2K +123 +1%
MCIA
165
Mountain Capital Investment Advisors
Colorado
$1.5M – – –
IWMA
166
Ironwood Wealth Management (Arizona)
Arizona
$1.5M -$66.9K -388 -4%
EWA
167
EP Wealth Advisors
California
$1.49M – – –
Creative Planning
168
Creative Planning
Kansas
$1.47M +$315K +1,829 +27%
EPP
169
ETF Portfolio Partners
Kansas
$1.43M +$9.31K +54 +0.7%
RC
170
Rinet Company
Massachusetts
$1.42M -$75.3K -437 -5%
CFN
171
Cordasco Financial Network
Florida
$1.4M +$9.65K +56 +0.7%
WA
172
Wealth Architects
California
$1.31M -$68.7K -399 -5%
SSWM
173
Smith Salley Wealth Management
North Carolina
$1.3M +$111K +642 +9%
Kayne Anderson Rudnick Investment Management
174
Kayne Anderson Rudnick Investment Management
California
$1.28M -$46.2K -268 -3%
BFG
175
Beacon Financial Group
Texas
$1.28M -$44.8K -260 -3%
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