IWV icon

iShares Russell 3000 ETF

352 hedge funds and large institutions have $3.84B invested in iShares Russell 3000 ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+7
Holders Change %
+2.03%
% of All Funds
8.79%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
1%
New
24
Increased
84
Reduced
111
Closed
13
Calls
$3.73M
Puts
$1.89M
Net Calls
+$1.84M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
201
UMB Bank
Missouri
$679K -$6.19K -43 -0.9%
CTA
202
Chesley Taft & Associates
Illinois
$677K -$90K -625 -12%
SBH
203
Segall Bryant & Hamill
Illinois
$677K -$45.1K -313 -6%
CPA
204
Court Place Advisors
Maryland
$654K
PFA
205
Pure Financial Advisors
California
$640K +$1.15K +8 +0.2%
WPA
206
West Paces Advisors
Georgia
$619K
GWS
207
Glassman Wealth Services
Virginia
$619K
CDIA
208
Capital Directions Investment Advisors
Georgia
$615K
ADL
209
Asset Dedication LLC
California
$603K
SG Americas Securities
210
SG Americas Securities
New York
$594K -$707K -4,903 -54%
VCP
211
Vista Capital Partners
Oregon
$593K
WA
212
WESPAC Advisors
California
$582K +$582K +4,038 New
LW
213
Linscomb Wealth
Texas
$572K -$13.5K -94 -2%
CCM
214
Coldstream Capital Management
Washington
$554K
CCM
215
Cribstone Capital Management
Maine
$537K +$6.33K +44 +1%
IAM
216
Integre Asset Management
New York
$534K +$23.6K +164 +5%
GIA
217
GHP Investment Advisors
Colorado
$528K
SCM
218
Symons Capital Management
Pennsylvania
$524K -$31K -215 -6%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$510K -$7.92K -55 -2%
BTIS
220
BB&T Investment Services
North Carolina
$507K
PJSIMP
221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$504K
SHCM
222
Stokes & Hubbell Capital Management
Louisiana
$504K
FNBT
223
FineMark National Bank & Trust
Florida
$500K
AIP
224
ARS Investment Partners
New York
$495K
NEAM
225
New England Asset Management
Connecticut
$482K