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iShares Russell 3000 ETF
IWV

Overview Fund Activity

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$482M
2
Bank of America
Bank of America
North Carolina
$247M
3
SCM
SCS Capital Management
Massachusetts
$624M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$207M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$96.3M
2
Stifel Financial
Stifel Financial
Missouri
$32.7M
3
TRCT
Tower Research Capital (TRC)
New York
$9K
4
CS
Credit Suisse
Switzerland
$2.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
PRW Wealth Management
Massachusetts
$1.85M +$1.85M +12,608 New
CWM
177
Cahaba Wealth Management
Georgia
$1.85M +$41.9K +285 +2%
Natixis Advisors
178
Natixis Advisors
Massachusetts
$1.84M +$261K +1,779 +17%
FT
179
Fiduciary Trust
Massachusetts
$1.81M -$11.3K -77 -0.6%
WCM
180
Wealthcare Capital Management
Virginia
$1.8M -$153K -1,039 -8%
BWM
181
BT Wealth Management
Georgia
$1.78M +$1.78M +10,938 New
CTI
182
Community Trust & Investment
Kentucky
$1.76M – – –
AI
183
Atria Investments
North Carolina
$1.74M +$1.74M +11,838 New
CWM
184
Cedar Wealth Management
California
$1.72M +$740K +5,035 +75%
IAM
185
Integre Asset Management
New York
$1.68M +$1.16M +7,887 +221%
FHA
186
First Horizon Advisors
Tennessee
$1.68M -$565K -3,843 -25%
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.61M +$325K +2,214 +25%
GWM
188
Geneos Wealth Management
Colorado
$1.6M +$128K +883 +9%
AWM
189
Aries Wealth Management
Maine
$1.59M – – –
FFBTD
190
First Financial Bank - Trust Division
Ohio
$1.58M – – –
Millennium Management
191
Millennium Management
New York
$1.53M +$1.06M +7,223 +225%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$1.53M +$1.53M +10,383 New
SBSB
193
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.47M -$186K -1,264 -11%
LWA
194
Lowe Wealth Advisors
Maryland
$1.44M -$120K -817 -8%
IWMA
195
Ironwood Wealth Management (Arizona)
Arizona
$1.44M +$161K +1,096 +13%
WT
196
Washington Trust
Rhode Island
$1.42M +$48.1K +327 +3%
AF
197
Advisornet Financial
Minnesota
$1.42M -$41K -279 -3%
GW
198
GW & Wade
Massachusetts
$1.41M – – –
PMFA
199
Plante Moran Financial Advisors
Michigan
$1.41M +$1.31M +8,885 +1,220%
MWM
200
Mission Wealth Management
California
$1.36M +$2.64K +18 +0.2%
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