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iShares Russell 3000 ETF
IWV

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

554% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 13

250% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $632K

19% more funds holding

Funds holding: 358 → 426 (+68)

15% more funds holding in top 10

Funds holding in top 10: 34 → 39 (+5)

11% more capital invested

Capital invested by funds: $4.19B → $4.63B (+$445M)

1.61% more ownership

Funds ownership: 53.13% → 54.73% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 130

Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.66%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.88%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.21M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$76.3M
2
Bessemer Group
Bessemer Group
New Jersey
+$23.2M
3
Stifel Financial
Stifel Financial
Missouri
+$15.1M
4
ST
Sentinel Trust
Texas
+$14.8M
5
SB
Suntrust Banks
Georgia
+$13.3M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$34.2M
2
SIM
Strategic Investment Management
Virginia
-$17.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$9.37M
4
JWM
Jackson Wealth Management
Florida
-$8.42M
5
P
Pitcairn
Pennsylvania
-$7.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$700M -$34.2M -221,910 -5%
SIM
2
Strategic Investment Management
Virginia
$362M -$17.8M -115,520 -5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$231M -$9.37M -60,758 -4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$229M – – –
Bank of America
5
Bank of America
North Carolina
$225M +$76.3M +494,669 +53%
P
6
Pitcairn
Pennsylvania
$161M -$7.47M -48,441 -5%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$159M -$3.9M -25,257 -2%
Ameriprise
8
Ameriprise
Minnesota
$136M +$13.2M +85,708 +11%
Northern Trust
9
Northern Trust
Illinois
$134M -$552K -3,581 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$133M +$4.36M +28,278 +3%
EK
11
Evensky & Katz
Florida
$112M -$2.68M -17,384 -2%
Morgan Stanley
12
Morgan Stanley
New York
$86.4M +$10.1M +65,461 +14%
Stifel Financial
13
Stifel Financial
Missouri
$83.8M +$15.1M +97,736 +23%
UBS Group
14
UBS Group
Switzerland
$73.8M -$140K -908 -0.2%
RMDI
15
R.M. Davis Inc
Maine
$62.5M – – –
LPL Financial
16
LPL Financial
California
$60.6M +$331K +2,147 +0.6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$60.5M +$3.97M +25,746 +7%
Aviva
18
Aviva
United Kingdom
$57.4M -$2.25M -14,598 -4%
Wells Fargo
19
Wells Fargo
California
$46.8M +$5.43M +35,212 +14%
TF
20
TIAA FSB
Florida
$41.8M +$1.53M +9,894 +4%
TWM
21
Tanglewood Wealth Management
Texas
$40.1M -$1.39M -9,020 -3%
BAAM
22
Baker Avenue Asset Management
California
$32.6M +$998K +6,472 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$31.9M +$3.22M +20,866 +12%
ST
24
Sentinel Trust
Texas
$30.9M +$14.8M +96,287 +97%
TF
25
TLWM Financial
Texas
$30.3M +$29.6M +191,826 New
1
2 3 4 5

IWV Hedge Fund Activity: Q4 2017 in Review

426 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2017, worth a combined $4.63B — up 11% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWV positions and 13 closed out — a net gain of 72 holders — while 102 added to existing stakes and 130 trimmed.

The largest buyer was Bank of America, adding an estimated $76.3M. The largest seller was SCS Capital Management, cutting an estimated $34.2M.

  • 426 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2017, up from 358 in Q3 2017.
  • Funds reported $4.63B of iShares Russell 3000 ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 85 funds opened new iShares Russell 3000 ETF positions in Q4 2017 and 13 closed out, a net change of +72 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2017 was Bank of America, an estimated $76.3M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2017 was SCS Capital Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2017.