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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$225M
2
Bessemer Group
Bessemer Group
New Jersey
$30M
3
Stifel Financial
Stifel Financial
Missouri
$83.8M
4
ST
Sentinel Trust
Texas
$30.9M
5
Ameriprise
Ameriprise
Minnesota
$136M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$700M
2
SIM
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
JWM
Jackson Wealth Management
Florida
$8.82M
5
P
Pitcairn
Pennsylvania
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
201
Parametric Portfolio Associates
Washington
$819K +$819K +5,175 New
HSBC Holdings
202
HSBC Holdings
United Kingdom
$808K – – –
KP
203
Keel Point
Alabama
$803K – – –
OCM
204
One Capital Management
California
$803K +$8.07K +51 +1%
BTNA
205
Bremer Trust National Association
Minnesota
$791K – – –
Truist Financial
206
Truist Financial
North Carolina
$789K – – –
HJA
207
Hugh Johnson Advisors
New York
$784K +$158 +1 +0%
LFA
208
Legacy Financial Advisors
Kentucky
$784K +$784K +4,960 New
BFG
209
Barber Financial Group
Kansas
$780K -$26.3K -166 -3%
BBA
210
Braun-Bostich & Associates
Pennsylvania
$768K +$768K +4,855 New
PG
211
Patten Group
Tennessee
$760K +$949 +6 +0.1%
CTA
212
Chesley Taft & Associates
Illinois
$751K +$7.91K +50 +1%
TSS
213
Two Sigma Securities
New York
$751K +$531K +3,355 +241%
FLPIM
214
F.L. Putnam Investment Management
Massachusetts
$730K -$8.69K -55 -1%
KeyBank National Association
215
KeyBank National Association
Ohio
$730K +$15K +95 +2%
OPWM
216
Oak Point Wealth Management
Michigan
$730K +$730K +4,587 New
CPA
217
Court Place Advisors
Maryland
$722K +$1.27K +8 +0.2%
UB
218
UMB Bank
Missouri
$722K +$35.6K +225 +5%
WPA
219
West Paces Advisors
Georgia
$680K – – –
GWS
220
Glassman Wealth Services
Virginia
$680K -$158 -1 -0%
CDIA
221
Capital Directions Investment Advisors
Georgia
$676K – – –
ADL
222
Asset Dedication LLC
California
$673K +$12.2K +77 +2%
PFS
223
Prospera Financial Services
Texas
$660K +$338K +2,124 +105%
VCA
224
Verdence Capital Advisors
Maryland
$658K +$658K +4,158 New
KA
225
Kovack Advisors
Florida
$657K +$110K +698 +20%
7 8
9
10 11