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iShares Russell 3000 ETF
IWV

Overview Fund Activity

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.8M
3
ST
3
Sentinel Trust
Texas
$55.9M
4
TI
4
Truepoint Inc
Ohio
$14.7M
5
RMDI
5
R.M. Davis Inc
Maine
$72.9M

Top Sellers

1
SIM
1
Strategic Investment Management
Virginia
$398M
2
JG
2
Jefferies Group
New York
$0
3
SCM
3
SCS Capital Management
Massachusetts
$649M
4
CS
4
Credit Suisse
Switzerland
$4.77M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$215M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$649M 3,996,070 -236,798 -6%
SIM
2
Strategic Investment Management
Virginia
$398M 2,454,100 -444,240 -15%
AQR Capital Management
3
AQR Capital Management
Connecticut
$234M 1,444,847 – –
Jones Financial Companies
4
Jones Financial Companies
Missouri
$215M 1,327,413 -75,071 -5%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$171M 1,056,220 +32,759 +3%
Ameriprise
6
Ameriprise
Minnesota
$153M 938,569 +25,855 +3%
Bank of America
7
Bank of America
North Carolina
$151M 930,482 -8,972 -1%
Goldman Sachs
8
Goldman Sachs
New York
$148M 913,782 +24,467 +3%
P
9
Pitcairn
Pennsylvania
$144M 886,837 -63,147 -7%
Northern Trust
10
Northern Trust
Illinois
$127M 784,620 -33,909 -4%
EK
11
Evensky & Katz
Florida
$107M 661,636 -24,289 -4%
Morgan Stanley
12
Morgan Stanley
New York
$84.9M 523,112 -13,738 -3%
UBS Group
13
UBS Group
Switzerland
$73.8M 454,785 -10,754 -2%
RMDI
14
R.M. Davis Inc
Maine
$72.9M 449,410 +54,005 +14%
Stifel Financial
15
Stifel Financial
Missouri
$60.5M 373,256 -54,378 -13%
LPL Financial
16
LPL Financial
California
$59.5M 366,443 +7,761 +2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$57.5M 354,508 -2,248 -0.6%
ST
18
Sentinel Trust
Texas
$55.9M 344,456 +80,595 +31%
Aviva
19
Aviva
United Kingdom
$53.8M 331,709 -18,516 -5%
TF
20
TIAA FSB
Florida
$47.7M 293,844 +19,205 +7%
TWM
21
Tanglewood Wealth Management
Texas
$43.8M 269,658 +10,726 +4%
Wells Fargo
22
Wells Fargo
California
$41.8M 257,776 -11,175 -4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$40M 246,197 +32,081 +15%
Bessemer Group
24
Bessemer Group
New Jersey
$32.3M 199,178 -1,820 -0.9%
TF
25
TLWM Financial
Texas
$32M 197,205 +7,365 +4%
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