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iShares Russell 3000 ETF
IWV

Overview Fund Activity

345 hedge funds and large institutions have $3.95B invested in iShares Russell 3000 ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 122 reducing their positions, and 34 closing their positions.

Holders
345
Holders Change
-11
Holders Change %
-3.09%
% of All Funds
8.6%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.95%
New
25
Increased
93
Reduced
122
Closed
34
Calls
$2.35M
Puts
$1.15M
Net Calls
+$1.21M
Net Calls Change
+$2.07M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$108M
2
B
2
Barings
North Carolina
$132M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
BJL
4
Brighton Jones LLC
Washington
$29.1M
5
TWM
5
Tanglewood Wealth Management
Texas
$44.3M

Top Sellers

1
RMPT
1
Raytheon Master Pension Trust
Massachusetts
$0
2
SCM
2
SCS Capital Management
Massachusetts
$683M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RMDI
4
R.M. Davis Inc
Maine
$33.3M
5
TA
5
Teachers Advisors
New York
$6.25M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$659K 4,711 +300 +7%
PG
202
Patten Group
Tennessee
$650K 4,665 -300 -6%
CPA
203
Court Place Advisors
Maryland
$635K 4,540 +7 +0.2%
PFA
204
Pure Financial Advisors
California
$620K 4,435 -979 -18%
WPA
205
West Paces Advisors
Georgia
$602K 4,300 – –
GWS
206
Glassman Wealth Services
Virginia
$601K 4,297 – –
CDIA
207
Capital Directions Investment Advisors
Georgia
$598K 4,271 – –
ADL
208
Asset Dedication LLC
California
$586K 4,185 -50 -1%
VCP
209
Vista Capital Partners
Oregon
$576K 4,116 – –
LW
210
Linscomb Wealth
Texas
$569K 4,066 -34 -0.8%
GS
211
Girard Securities
California
$548K 3,918 -1,306 -25%
AFP
212
Ausdal Financial Partners
Iowa
$547K 3,911 – –
SCM
213
Symons Capital Management
Pennsylvania
$539K 3,852 -34 -0.9%
CCM
214
Coldstream Capital Management
Washington
$538K 3,844 -1,156 -23%
DIA
215
Davidson Investment Advisors
Montana
$535K 3,830 +2,805 +274%
CCM
216
Cribstone Capital Management
Maine
$514K 3,687 -1,080 -23%
GIA
217
GHP Investment Advisors
Colorado
$513K 3,665 +2 +0.1%
NIA
218
Northstar Investment Advisors
Colorado
$510K 3,644 – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$503K 3,598 – –
IAM
220
Integre Asset Management
New York
$496K 3,547 -15,324 -81%
BTIS
221
BB&T Investment Services
North Carolina
$493K 3,522 +3,522 New
SHCM
222
Stokes & Hubbell Capital Management
Louisiana
$490K 3,500 – –
PJSIMP
223
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K 3,500 – –
FNBT
224
FineMark National Bank & Trust
Florida
$486K 3,475 – –
AIP
225
ARS Investment Partners
New York
$481K 3,435 – –
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9
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