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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$76.1M
2
JG
Jefferies Group
New York
+$46.9M
3
CS
Credit Suisse
Switzerland
+$24.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.5M
5
ST
Sentinel Trust
Texas
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75.5M
2
SCM
SCS Capital Management
Massachusetts
-$30.6M
3
MHI
Miller Howard Investments
New York
-$16M
4
Stifel Financial
Stifel Financial
Missouri
-$16M
5
AB
Amalgamated Bank
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Beacon Financial Group
Texas
$1.21M -$126K -803 -9%
OCM
177
One Capital Management
California
$1.17M +$377K +2,410 +47%
FAAS
178
First Allied Advisory Services
California
$1.12M -$277K -1,768 -20%
Franklin Resources
179
Franklin Resources
California
$1.12M – – –
AWA
180
ARS Wealth Advisors
Florida
$1.12M +$5K +32 +0.4%
NIA
181
Northstar Investment Advisors
Colorado
$1.08M – – –
HNB
182
Huntington National Bank
Ohio
$1.07M -$1.08M – –
CCM
183
Catawba Capital Management
Virginia
$1.07M -$5.47K -35 -0.5%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$31.3K -200 -3%
HCM
185
Hollencrest Capital Management
California
$1.03M – – –
CBU
186
CIBC Bank USA
Illinois
$997K -$19.6K -125 -2%
APG
187
Abacus Planning Group
South Carolina
$992K – – –
NPF
188
Norris Perne & French
Michigan
$989K +$93.8K +600 +10%
PFA
189
Pinnacle Family Advisors
Missouri
$983K +$461K +2,945 +88%
Deutsche Bank
190
Deutsche Bank
Germany
$982K +$982K +6,287 New
MFT
191
Moisand Fitzgerald Tamayo
Florida
$978K – – –
JFGLC
192
Johnson Financial Group LLC (Colorado)
Colorado
$973K -$31.6K -202 -3%
SSWM
193
Smith Salley Wealth Management
North Carolina
$972K -$13.4K -86 -1%
JFG
194
JMG Financial Group
Illinois
$954K -$17.2K -110 -2%
EWM
195
Evercore Wealth Management
New York
$887K – – –
PAG
196
Private Advisor Group
New Jersey
$876K +$260K +1,663 +42%
MA
197
MUFG Americas
New York
$874K -$31.3K -200 -3%
SQA
198
Simon Quick Advisors
New Jersey
$840K +$3.44K +22 +0.4%
UFF
199
USA Financial Formulas
Michigan
$823K +$574K +3,675 +231%
PG
200
Patten Group
Tennessee
$815K +$63.9K +409 +9%
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