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iShares Russell 3000 ETF
IWV

Overview Fund Activity

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$226M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
CPIG
Chicago Partners Investment Group
Illinois
$24.4M
4
Ameriprise
Ameriprise
Minnesota
$101M
5
RMDI
R.M. Davis Inc
Maine
$56.9M

Top Sellers

1
B
Barings
North Carolina
$68.2M
2
SCM
SCS Capital Management
Massachusetts
$686M
3
EK
Evensky & Katz
Florida
$108M
4
Northern Trust
Northern Trust
Illinois
$122M
5
MSWM
Mader & Shannon Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
176
JMG Financial Group
Illinois
$977K – – –
LF
177
Lee Financial
Texas
$976K – – –
NIA
178
Northstar Investment Advisors
Colorado
$955K +$392K +2,540 +70%
CBU
179
CIBC Bank USA
Illinois
$936K -$4.18K -29 -0.4%
MFT
180
Moisand Fitzgerald Tamayo
Florida
$914K – – –
EWM
181
Evercore Wealth Management
New York
$904K – – –
NPF
182
Norris Perne & French
Michigan
$853K -$108K -750 -11%
MA
183
MUFG Americas
New York
$848K – – –
SQA
184
Simon Quick Advisors
New Jersey
$847K -$4.15M -28,845 -83%
CS
185
Comerica Securities
Michigan
$780K -$8.64K -60 -1%
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$774K -$1.01K -7 -0.1%
GWM
187
Geneos Wealth Management
Colorado
$770K +$645K +4,446 +517%
SCA
188
Salient Capital Advisors
Texas
$769K -$14K -97 -2%
MML Investors Services
189
MML Investors Services
Massachusetts
$766K +$766K +5,320 New
Citigroup
190
Citigroup
New York
$755K -$268K -1,864 -26%
HJA
191
Hugh Johnson Advisors
New York
$741K -$148K -1,030 -17%
Wolverine Trading
192
Wolverine Trading
Illinois
$734K +$21.1K +147 +3%
KP
193
Keel Point
Alabama
$731K – – –
BTNA
194
Bremer Trust National Association
Minnesota
$720K -$115K -800 -14%
CL
195
CPWM LLC
Washington
$717K -$311K -2,155 -30%
Truist Financial
196
Truist Financial
North Carolina
$715K – – –
HSBC Holdings
197
HSBC Holdings
United Kingdom
$707K +$28.8K +200 +4%
PG
198
Patten Group
Tennessee
$702K +$19.7K +135 +3%
OCM
199
One Capital Management
California
$688K -$44.2K -307 -6%
FHC
200
First Heartland Consultants
Missouri
$687K -$96.5K -670 -12%
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