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iShares Russell 3000 ETF
IWV

Overview Fund Activity

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.

Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
TF
2
TLWM Financial
Texas
$30.3M
3
Bessemer Group
3
Bessemer Group
New Jersey
$30M
4
Stifel Financial
4
Stifel Financial
Missouri
$83.8M
5
ST
5
Sentinel Trust
Texas
$30.9M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$700M
2
SIM
2
Strategic Investment Management
Virginia
$362M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$231M
4
JWM
4
Jackson Wealth Management
Florida
$8.82M
5
P
5
Pitcairn
Pennsylvania
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$700M 4,428,391 -221,910 -5%
SIM
2
Strategic Investment Management
Virginia
$362M 2,289,070 -115,520 -5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$231M 1,463,160 -60,758 -4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$229M 1,444,847 – –
Bank of America
5
Bank of America
North Carolina
$225M 1,422,289 +494,669 +53%
P
6
Pitcairn
Pennsylvania
$161M 1,019,923 -48,441 -5%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$159M 1,003,831 -25,257 -2%
Ameriprise
8
Ameriprise
Minnesota
$136M 854,089 +85,708 +11%
Northern Trust
9
Northern Trust
Illinois
$134M 844,932 -3,581 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$133M 838,474 +28,278 +3%
EK
11
Evensky & Katz
Florida
$112M 710,600 -17,384 -2%
Morgan Stanley
12
Morgan Stanley
New York
$86.4M 546,148 +65,461 +14%
Stifel Financial
13
Stifel Financial
Missouri
$83.8M 529,682 +97,736 +23%
UBS Group
14
UBS Group
Switzerland
$73.8M 466,291 -908 -0.2%
RMDI
15
R.M. Davis Inc
Maine
$62.5M 395,327 – –
LPL Financial
16
LPL Financial
California
$60.6M 383,144 +2,147 +0.6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$60.5M 382,258 +25,746 +7%
Aviva
18
Aviva
United Kingdom
$57.4M 362,662 -14,598 -4%
Wells Fargo
19
Wells Fargo
California
$46.8M 295,922 +35,212 +14%
TF
20
TIAA FSB
Florida
$41.8M 264,135 +9,894 +4%
TWM
21
Tanglewood Wealth Management
Texas
$40.1M 253,790 -9,020 -3%
BAAM
22
Baker Avenue Asset Management
California
$32.6M 206,388 +6,472 +3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$31.9M 201,886 +20,866 +12%
ST
24
Sentinel Trust
Texas
$30.9M 195,199 +96,287 +97%
TF
25
TLWM Financial
Texas
$30.3M 191,826 +191,826 New
1
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