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iShares Russell 3000 ETF
IWV

Overview Fund Activity

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M

Top Buyers

1
SIM
1
Strategic Investment Management
Virginia
$362M
2
JG
2
Jefferies Group
New York
$46.9M
3
CS
3
Credit Suisse
Switzerland
$26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$12M
5
ST
5
Sentinel Trust
Texas
$41.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
SCM
2
SCS Capital Management
Massachusetts
$662M
3
MHI
3
Miller Howard Investments
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$66.9M
5
AB
5
Amalgamated Bank
New York
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$662M 4,232,868 -195,523 -4%
SIM
2
Strategic Investment Management
Virginia
$362M 2,898,340 +609,270 +27%
AQR Capital Management
3
AQR Capital Management
Connecticut
$226M 1,444,847 – –
Jones Financial Companies
4
Jones Financial Companies
Missouri
$219M 1,402,484 -60,676 -4%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$160M 1,023,461 +19,630 +2%
P
6
Pitcairn
Pennsylvania
$149M 949,984 -69,939 -7%
Bank of America
7
Bank of America
North Carolina
$147M 939,454 -482,835 -34%
Ameriprise
8
Ameriprise
Minnesota
$143M 912,714 +58,625 +7%
Goldman Sachs
9
Goldman Sachs
New York
$139M 889,315 +50,841 +6%
Northern Trust
10
Northern Trust
Illinois
$128M 818,529 -26,403 -3%
EK
11
Evensky & Katz
Florida
$107M 685,925 -24,675 -3%
Morgan Stanley
12
Morgan Stanley
New York
$83.9M 536,850 -9,298 -2%
UBS Group
13
UBS Group
Switzerland
$72.8M 465,539 -752 -0.2%
Stifel Financial
14
Stifel Financial
Missouri
$66.9M 427,634 -102,048 -19%
RMDI
15
R.M. Davis Inc
Maine
$61.8M 395,405 +78 +0%
LPL Financial
16
LPL Financial
California
$56.1M 358,682 -24,462 -6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$55.8M 356,756 -25,502 -7%
Aviva
18
Aviva
United Kingdom
$54.8M 350,225 -12,437 -3%
JG
19
Jefferies Group
New York
$46.9M 300,000 +300,000 New
TF
20
TIAA FSB
Florida
$42.9M 274,639 +10,504 +4%
Wells Fargo
21
Wells Fargo
California
$42M 268,951 -26,971 -9%
ST
22
Sentinel Trust
Texas
$41.3M 263,861 +68,662 +35%
TWM
23
Tanglewood Wealth Management
Texas
$40.5M 258,932 +5,142 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$33.9M 217,081 +36,242 +20%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$33.5M 214,116 +12,230 +6%
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