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iShares Russell 3000 ETF
IWV

Overview Fund Activity

358 hedge funds and large institutions have $4.19B invested in iShares Russell 3000 ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.94%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.85%
New
27
Increased
100
Reduced
125
Closed
18
Calls
$3.84M
Puts
$1.79M
Net Calls
+$2.05M
Net Calls Change
+$203K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
$359M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
BAAM
Baker Avenue Asset Management
California
$29.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$216M
5
Morgan Stanley
Morgan Stanley
New York
$71.8M

Top Sellers

1
B
Barings
North Carolina
$15.6M
2
Bank of America
Bank of America
North Carolina
$138M
3
SCM
SCS Capital Management
Massachusetts
$694M
4
CPIG
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
Stifel Financial
Missouri
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
201
Court Place Advisors
Maryland
$680K +$2.24K +15 +0.3%
KeyBank National Association
202
KeyBank National Association
Ohio
$675K -$1.13M -7,565 -63%
PFA
203
Pure Financial Advisors
California
$663K – – –
SBH
204
Segall Bryant & Hamill
Illinois
$652K -$49.4K -331 -7%
UB
205
UMB Bank
Missouri
$648K -$55.7K -373 -8%
WPA
206
West Paces Advisors
Georgia
$642K – – –
GWS
207
Glassman Wealth Services
Virginia
$641K – – –
CDIA
208
Capital Directions Investment Advisors
Georgia
$638K – – –
ADL
209
Asset Dedication LLC
California
$624K – – –
VCP
210
Vista Capital Partners
Oregon
$614K – – –
WA
211
WESPAC Advisors
California
$603K – – –
LW
212
Linscomb Wealth
Texas
$593K +$298 +2 +0.1%
CCM
213
Cribstone Capital Management
Maine
$556K -$1.05K -7 -0.2%
GIA
214
GHP Investment Advisors
Colorado
$547K +$298 +2 +0.1%
Creative Planning
215
Creative Planning
Kansas
$547K +$128K +857 +31%
CCM
216
Coldstream Capital Management
Washington
$544K -$29.9K -200 -5%
IAM
217
Integre Asset Management
New York
$544K -$10.3K -69 -2%
SCM
218
Symons Capital Management
Pennsylvania
$543K +$149 +1 +0%
BTIS
219
BB&T Investment Services
North Carolina
$530K +$4.62K +31 +0.9%
PFA
220
Pinnacle Family Advisors
Missouri
$528K +$53K +355 +11%
PJSIMP
221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$522K – – –
SHCM
222
Stokes & Hubbell Capital Management
Louisiana
$522K – – –
SPC
223
Sigma Planning Corp
Michigan
$521K +$28.5K +191 +6%
FNBT
224
FineMark National Bank & Trust
Florida
$519K – – –
IWM
225
IHT Wealth Management
Illinois
$516K +$54.3K +360 +12%
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9
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