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iShares Russell 3000 ETF
IWV

Overview Fund Activity

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$150M
2
Bank of America
Bank of America
North Carolina
+$96.8M
3
SCM
SCS Capital Management
Massachusetts
+$61.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.5M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$48M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$38.6M
2
Stifel Financial
Stifel Financial
Missouri
-$27.9M
3
TRCT
Tower Research Capital (TRC)
New York
-$22M
4
CS
Credit Suisse
Switzerland
-$16.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
American Capital Management
New York
$1.32M +$1.32M +8,970 New
RC
202
Rinet Company
Massachusetts
$1.31M +$95.7K +651 +8%
BUB
203
BBVA USA Bancshares
Texas
$1.29M -$37.9K -258 -3%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$1.28M +$860K +5,855 +204%
MCIA
205
Mountain Capital Investment Advisors
Colorado
$1.28M – – –
UFF
206
USA Financial Formulas
Michigan
$1.27M +$190K +1,100 +18%
EPP
207
ETF Portfolio Partners
Kansas
$1.25M +$34.8K +237 +3%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$1.25M +$1.25M +24,221 New
Creative Planning
209
Creative Planning
Kansas
$1.25M -$7.35K -50 -0.6%
PAG
210
Private Advisor Group
New Jersey
$1.23M +$221K +1,504 +22%
PWPS
211
Pinnacle Wealth Planning Services
Ohio
$1.22M +$747K +5,084 +160%
BlackRock
212
BlackRock
New York
$1.16M -$2.32M -15,808 -67%
WPSG
213
Wealth & Pension Services Group
Georgia
$1.12M -$627K -4,264 -36%
WA
214
Wealth Architects
California
$1.12M +$294 +2 +0%
BFG
215
Beacon Financial Group
Texas
$1.08M – – –
NPF
216
Norris Perne & French
Michigan
$1.08M – – –
CFN
217
Cordasco Financial Network
Florida
$1.07M -$124K -844 -10%
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$1.07M -$23.4K -159 -2%
Franklin Resources
219
Franklin Resources
California
$1.05M – – –
EVM
220
Eaton Vance Management
Massachusetts
$1.03M -$9.26K -63 -0.9%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$1.02M +$261K +1,778 +34%
HNB
222
Huntington National Bank
Ohio
$999K -$1.07M – –
IAS
223
IMA Advisory Services
Colorado
$982K -$74.1K -504 -7%
NIA
224
Northstar Investment Advisors
Colorado
$974K – – –
BFM
225
Boston Financial Management
Massachusetts
$973K – – –
7 8
9
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