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iShares Russell 3000 ETF
IWV

Overview Fund Activity

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$482M
2
Bank of America
Bank of America
North Carolina
$247M
3
SCM
SCS Capital Management
Massachusetts
$624M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$207M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$96.3M
2
Stifel Financial
Stifel Financial
Missouri
$32.7M
3
TRCT
Tower Research Capital (TRC)
New York
$9K
4
CS
Credit Suisse
Switzerland
$2.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1SAMC
151
12th Street Asset Management Company
Tennessee
$2.34M +$2.34M +15,932 New
PFP
152
Pinnacle Financial Partners
Tennessee
$2.34M – – –
CS
153
Credit Suisse
Switzerland
$2.32M -$16.9M -115,308 -88%
CA
154
Cetera Advisors
Colorado
$2.27M -$963K -6,557 -30%
TA
155
Trellis Advisors
Washington
$2.25M -$43.6K -297 -2%
ZIM
156
Zacks Investment Management
Illinois
$2.25M +$2.25M +15,306 New
CRM
157
Cramer Rosenthal McGlynn
Connecticut
$2.24M +$2.24M +15,260 New
LC
158
LCNB Corp
Ohio
$2.24M -$88.2K -600 -4%
WSFS
159
Wilmington Savings Fund Society
Delaware
$2.24M – – –
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$2.23M +$1.48M +10,046 +196%
AWA
161
ARS Wealth Advisors
Florida
$2.23M +$1.24M +8,451 +126%
PWAG
162
Polaris Wealth Advisory Group
California
$2.19M +$121K +821 +6%
MPPLM
163
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.18M -$646K -4,400 -23%
CFA
164
Cahill Financial Advisors
Minnesota
$2.12M +$26.9K +183 +1%
ZF
165
Zhang Financial
Michigan
$2.09M +$57.4K +391 +3%
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$2.09M -$171K -1,163 -8%
BA
167
BKS Advisors
Michigan
$2.06M -$24.8K -169 -1%
HHGA
168
Halbert Hargrove Global Advisors
California
$2.03M – – –
SB
169
Simmons Bank
Arkansas
$2.02M +$2.02M +13,757 New
AllianceBernstein
170
AllianceBernstein
Tennessee
$2.01M -$16.6K -113 -0.8%
RTS
171
Round Table Services
New Jersey
$2M +$497K +3,380 +33%
SA
172
SL Advisors
New Jersey
$1.95M – – –
SBH
173
Segall Bryant & Hamill
Illinois
$1.87M +$1.4M +9,517 +296%
PCG
174
Private Capital Group
Connecticut
$1.87M +$1.5M +10,191 +403%
BSW
175
Buckingham Strategic Wealth
Missouri
$1.87M -$123K -839 -6%
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