IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
176
Timber Hill
Connecticut
$1.14M +$58.8K +372 +5%
Franklin Resources
177
Franklin Resources
California
$1.14M – – –
AWA
178
ARS Wealth Advisors
Florida
$1.13M +$672K +4,250 +148%
EVM
179
Eaton Vance Management
Massachusetts
$1.09M -$32.7K -207 -3%
CCM
180
Catawba Capital Management
Virginia
$1.09M -$28.5K -180 -3%
HNB
181
Huntington National Bank
Ohio
$1.08M -$1.06M – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
NIA
183
Northstar Investment Advisors
Colorado
$1.08M – – –
HCM
184
Hollencrest Capital Management
California
$1.04M – – –
CBU
185
CIBC Bank USA
Illinois
$1.03M – – –
JFGLC
186
Johnson Financial Group LLC (Colorado)
Colorado
$1.02M -$15.5K -98 -2%
APG
187
Abacus Planning Group
South Carolina
$1M +$1M +6,342 New
SSWM
188
Smith Salley Wealth Management
North Carolina
$997K -$18.5K -117 -2%
MFT
189
Moisand Fitzgerald Tamayo
Florida
$989K -$14.6K -92 -1%
JFG
190
JMG Financial Group
Illinois
$983K -$40K -253 -4%
SBH
191
Segall Bryant & Hamill
Illinois
$978K +$287K +1,814 +42%
MA
192
MUFG Americas
New York
$916K -$15.8K -100 -2%
NPF
193
Norris Perne & French
Michigan
$906K -$31.7K -200 -3%
WAG
194
Winthrop Advisory Group
Massachusetts
$900K +$900K +5,552 New
EWM
195
Evercore Wealth Management
New York
$897K – – –
SQA
196
Simon Quick Advisors
New Jersey
$890K -$712K -4,280 -44%
Federated Hermes
197
Federated Hermes
Pennsylvania
$868K +$648K +4,097 +294%
CS
198
Comerica Securities
Michigan
$832K +$22.8K +144 +3%
FHC
199
First Heartland Consultants
Missouri
$830K +$48.4K +306 +6%
NSCM
200
New South Capital Management
Tennessee
$822K -$506K -3,200 -38%
6 7
8
9 10