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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
3
ST
Sentinel Trust
Texas
$55.9M
4
TI
Truepoint Inc
Ohio
$14.7M
5
RMDI
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
176
Eaton Vance Management
Massachusetts
$1.15M -$1.09M -6,720 -49%
SSWM
177
Smith Salley Wealth Management
North Carolina
$1.12M +$115K +707 +11%
Renaissance Technologies
178
Renaissance Technologies
New York
$1.12M +$1.12M +6,900 New
FAAS
179
First Allied Advisory Services
California
$1.12M -$43.1K -266 -4%
HNB
180
Huntington National Bank
Ohio
$1.11M -$1.07M – –
Creative Planning
181
Creative Planning
Kansas
$1.09M +$535K +3,298 +96%
BFM
182
Boston Financial Management
Massachusetts
$1.08M +$1.08M +6,622 New
HCM
183
Hollencrest Capital Management
California
$1.06M – – –
PTC
184
Philadelphia Trust Company
Pennsylvania
$1.06M -$1.62M -10,000 -61%
APG
185
Abacus Planning Group
South Carolina
$1.03M – – –
CBU
186
CIBC Bank USA
Illinois
$1.03M -$5.68K -35 -0.5%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$1.02M – – –
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$994K +$864K +5,325 +664%
CI
189
CX Institutional
Indiana
$987K +$987K +6,084 New
NIA
190
Northstar Investment Advisors
Colorado
$976K -$95.3K -550 -9%
PG
191
Patten Group
Tennessee
$970K +$123K +760 +15%
CCM
192
Catawba Capital Management
Virginia
$963K -$146K -900 -13%
HPC
193
HM Payson & Co
Maine
$938K +$114K +700 +14%
EWM
194
Evercore Wealth Management
New York
$921K – – –
FHC
195
First Heartland Consultants
Missouri
$920K +$86.2K +531 +10%
WAG
196
Winthrop Advisory Group
Massachusetts
$894K +$59.9K +369 +7%
Neuberger Berman Group
197
Neuberger Berman Group
New York
$857K +$419K +2,580 +96%
KP
198
Keel Point
Alabama
$854K +$30.8K +190 +4%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$852K +$79.2K +488 +10%
LFA
200
Legacy Financial Advisors
Kentucky
$826K – – –
6 7
8
9 10