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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$226M
2
TF
2
TIAA FSB
Florida
$36.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$116M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$24.4M
5
Ameriprise
5
Ameriprise
Minnesota
$101M

Top Sellers

1
B
1
Barings
North Carolina
$68.2M
2
SCM
2
SCS Capital Management
Massachusetts
$686M
3
EK
3
Evensky & Katz
Florida
$108M
4
Northern Trust
4
Northern Trust
Illinois
$122M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$686M 4,763,160 -118,401 -2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$226M 1,571,004 +798,041 +103%
AQR Capital Management
3
AQR Capital Management
Connecticut
$203M 1,407,579 +553 +0%
Bank of America
4
Bank of America
North Carolina
$166M 1,153,641 -36,779 -3%
P
5
Pitcairn
Pennsylvania
$159M 1,106,295 +2,825 +0.3%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$147M 1,021,460 +7,532 +0.7%
Northern Trust
7
Northern Trust
Illinois
$122M 843,866 -60,183 -7%
Goldman Sachs
8
Goldman Sachs
New York
$116M 804,498 +174,902 +28%
EK
9
Evensky & Katz
Florida
$108M 750,834 -65,652 -8%
Ameriprise
10
Ameriprise
Minnesota
$101M 701,118 +167,564 +31%
UBS Group
11
UBS Group
Switzerland
$73.5M 510,664 +24,982 +5%
Stifel Financial
12
Stifel Financial
Missouri
$71.6M 497,674 +10,418 +2%
B
13
Barings
North Carolina
$68.2M 473,489 -473,489 -50%
Morgan Stanley
14
Morgan Stanley
New York
$64.4M 447,223 +39,264 +10%
RMDI
15
R.M. Davis Inc
Maine
$56.9M 395,327 +157,231 +66%
LPL Financial
16
LPL Financial
California
$55.7M 386,919 -3,420 -0.9%
Aviva
17
Aviva
United Kingdom
$54.3M 377,260 -27,367 -7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$51.6M 358,249 +49,734 +16%
TWM
19
Tanglewood Wealth Management
Texas
$45.6M 316,294 -450 -0.1%
Wells Fargo
20
Wells Fargo
California
$40M 277,819 -8,138 -3%
TF
21
TIAA FSB
Florida
$36.4M 252,724 +252,724 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$32.2M 223,578 +5,196 +2%
BJL
23
Brighton Jones LLC
Washington
$29.1M 201,721 -6,428 -3%
UCFA
24
United Capital Financial Advisors
Texas
$27.1M 188,346 -1,649 -0.9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$25.7M 178,528 +10,587 +6%
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