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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
Jane Street
New York
$15.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.8M
3
ST
Sentinel Trust
Texas
$55.9M
4
TI
Truepoint Inc
Ohio
$14.7M
5
RMDI
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$398M
2
JG
Jefferies Group
New York
$0
3
SCM
SCS Capital Management
Massachusetts
$649M
4
CS
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
201
USA Financial Formulas
Michigan
$814K -$9.7K -62 -1%
BTNA
202
Bremer Trust National Association
Minnesota
$811K – – –
CPP
203
Crow Point Partners
Massachusetts
$811K +$524K +3,232 +183%
HJA
204
Hugh Johnson Advisors
New York
$807K – – –
CTA
205
Chesley Taft & Associates
Illinois
$781K -$5.68K -35 -0.7%
CG
206
Corundum Group
Colorado
$778K -$2.76K -17 -0.4%
CS
207
Comerica Securities
Michigan
$776K -$26.9K -166 -3%
SQA
208
Simon Quick Advisors
New Jersey
$767K -$104K -643 -12%
AIM
209
Allen Investment Management
New York
$764K +$764K +4,709 New
GT
210
Greenleaf Trust
Michigan
$729K +$729K +4,493 New
MA
211
MUFG Americas
New York
$721K -$187K -1,150 -21%
CPA
212
Court Place Advisors
Maryland
$721K – – –
KeyBank National Association
213
KeyBank National Association
Ohio
$719K -$5.68K -35 -0.8%
UB
214
UMB Bank
Missouri
$713K +$29.2K +180 +4%
PFS
215
Prospera Financial Services
Texas
$706K +$2.93K +18 +0.4%
WPA
216
West Paces Advisors
Georgia
$698K – – –
CDIA
217
Capital Directions Investment Advisors
Georgia
$693K – – –
Deutsche Bank
218
Deutsche Bank
Germany
$686K -$334K -2,058 -33%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$674K -$406K -2,500 -38%
ADL
220
Asset Dedication LLC
California
$671K -$8.11K -50 -1%
VCP
221
Vista Capital Partners
Oregon
$667K – – –
MWP
222
MYCIO Wealth Partners
Pennsylvania
$651K +$651K +4,009 New
LW
223
Linscomb Wealth
Texas
$645K -$3.74K -23 -0.6%
KA
224
Kovack Advisors
Florida
$637K -$100K -617 -14%
FPCG
225
Fort Pitt Capital Group
Pennsylvania
$633K – – –
7 8
9
10 11