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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$1M +$134K +821 +15%
HCM
177
Hollencrest Capital Management
California
$979K -$263K -1,765 -21%
MML Investors Services
178
MML Investors Services
Massachusetts
$975K +$180K +1,208 +23%
JFGLC
179
Johnson Financial Group LLC (Colorado)
Colorado
$974K -$42.7K -286 -4%
CBU
180
CIBC Bank USA
Illinois
$969K – – –
JFG
181
JMG Financial Group
Illinois
$965K -$47.9K -321 -5%
SSWM
182
Smith Salley Wealth Management
North Carolina
$959K -$55.9K -374 -6%
MFT
183
Moisand Fitzgerald Tamayo
Florida
$947K – – –
NPF
184
Norris Perne & French
Michigan
$884K – – –
MA
185
MUFG Americas
New York
$879K – – –
EWM
186
Evercore Wealth Management
New York
$847K -$89.6K -600 -10%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$800K -$2.39K -16 -0.3%
CS
188
Comerica Securities
Michigan
$764K -$44.8K -300 -6%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$763K +$29.9K +200 +4%
BFG
190
Barber Financial Group
Kansas
$761K +$761K +5,097 New
KP
191
Keel Point
Alabama
$758K – – –
OCM
192
One Capital Management
California
$750K +$37.4K +251 +5%
BTNA
193
Bremer Trust National Association
Minnesota
$746K – – –
Truist Financial
194
Truist Financial
North Carolina
$745K +$3.44K +23 +0.5%
HJA
195
Hugh Johnson Advisors
New York
$740K -$27.5K -184 -4%
FHC
196
First Heartland Consultants
Missouri
$738K +$26.1K +175 +4%
PG
197
Patten Group
Tennessee
$717K – – –
CTA
198
Chesley Taft & Associates
Illinois
$702K – – –
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
$698K +$698K +4,673 New
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$693K +$339K +2,268 +96%
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