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iShares Russell 3000 ETF
IWV

Overview Fund Activity

426 hedge funds and large institutions have $4.98B invested in iShares Russell 3000 ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
9.75%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
32
Increased
112
Reduced
140
Closed
27
Calls
$241K
Puts
$706K
Net Calls
-$465K
Net Calls Change
-$4.1M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$17.5M
2
Bank of America
Bank of America
North Carolina
+$15.5M
3
TRCT
Tower Research Capital (TRC)
New York
+$14.5M
4
CWM
Calamos Wealth Management
Illinois
+$12.4M
5
ST
Sentinel Trust
Texas
+$9.99M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$53.4M
2
SIM
Strategic Investment Management
Virginia
-$33.8M
3
SCM
SCS Capital Management
Massachusetts
-$28.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.7M
5
Jane Street
Jane Street
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$660M -$28.8M -167,361 -4%
SIM
2
Strategic Investment Management
Virginia
$389M -$33.8M -195,940 -8%
Ameriprise
3
Ameriprise
Minnesota
$346M -$24.7M -62,594 -7%
AQR Capital Management
4
AQR Capital Management
Connecticut
$249M – – –
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$187M +$5.07M +29,424 +3%
Bank of America
6
Bank of America
North Carolina
$176M +$15.5M +90,081 +10%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$175M -$53.4M -309,899 -23%
Goldman Sachs
8
Goldman Sachs
New York
$158M +$834K +4,841 +0.5%
P
9
Pitcairn
Pennsylvania
$145M -$7.91M -45,892 -5%
Northern Trust
10
Northern Trust
Illinois
$139M +$4.01M +23,274 +3%
EK
11
Evensky & Katz
Florida
$111M -$3.07M -17,830 -3%
Morgan Stanley
12
Morgan Stanley
New York
$86.7M -$3.42M -19,866 -4%
RMDI
13
R.M. Davis Inc
Maine
$83.2M +$5.75M +33,350 +7%
UBS Group
14
UBS Group
Switzerland
$80M +$1.65M +9,601 +2%
Stifel Financial
15
Stifel Financial
Missouri
$71.1M +$6.79M +39,408 +11%
ST
16
Sentinel Trust
Texas
$69.3M +$9.99M +57,984 +17%
LPL Financial
17
LPL Financial
California
$64M +$910K +5,284 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$61.4M +$296K +1,720 +0.5%
Aviva
19
Aviva
United Kingdom
$57.6M +$454K +2,636 +0.8%
TF
20
TIAA FSB
Florida
$52.9M +$2.25M +13,048 +4%
TWM
21
Tanglewood Wealth Management
Texas
$45.7M -$741K -4,303 -2%
Wells Fargo
22
Wells Fargo
California
$43M -$1.38M -8,036 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$42.8M +$420K +2,439 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$37.9M +$5.82M +33,770 +18%
TF
25
TLWM Financial
Texas
$34.5M +$548K +3,179 +2%
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