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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.

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

Top Sellers

1
B
1
Barings
North Carolina
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$138M
3
SCM
3
SCS Capital Management
Massachusetts
$694M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$12.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$694M 4,650,301 -112,859 -2%
SIM
2
Strategic Investment Management
Virginia
$359M 2,404,590 +115,590 +5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$227M 1,523,918 -47,086 -3%
AQR Capital Management
4
AQR Capital Management
Connecticut
$216M 1,444,847 +37,268 +3%
P
5
Pitcairn
Pennsylvania
$159M 1,068,364 -37,931 -3%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$154M 1,029,088 +7,628 +0.7%
Bank of America
7
Bank of America
North Carolina
$138M 927,620 -226,021 -20%
Northern Trust
8
Northern Trust
Illinois
$127M 848,513 +4,647 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$121M 810,196 +5,698 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$115M 768,381 +67,263 +10%
EK
11
Evensky & Katz
Florida
$109M 727,984 -22,850 -3%
Morgan Stanley
12
Morgan Stanley
New York
$71.8M 480,687 +33,464 +7%
UBS Group
13
UBS Group
Switzerland
$69.7M 467,199 -43,465 -9%
Stifel Financial
14
Stifel Financial
Missouri
$64.5M 431,946 -65,728 -13%
RMDI
15
R.M. Davis Inc
Maine
$59M 395,327 – –
LPL Financial
16
LPL Financial
California
$56.9M 380,997 -5,922 -2%
Aviva
17
Aviva
United Kingdom
$56.3M 377,260 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$53.2M 356,512 -1,737 -0.5%
TWM
19
Tanglewood Wealth Management
Texas
$39.2M 262,810 -53,484 -17%
Wells Fargo
20
Wells Fargo
California
$38.9M 260,710 -17,109 -6%
TF
21
TIAA FSB
Florida
$38M 254,241 +1,517 +0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$33.2M 222,072 -1,506 -0.7%
BAAM
23
Baker Avenue Asset Management
California
$29.8M 199,916 +55,864 +39%
BJL
24
Brighton Jones LLC
Washington
$28.7M 192,039 -9,682 -5%
UCFA
25
United Capital Financial Advisors
Texas
$27.7M 185,357 -2,989 -2%
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