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iShares Russell 3000 ETF
IWV

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

54% more call options, than puts

Call options by funds: $632K | Put options by funds: $410K

44% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 106

10% more funds holding in top 10

Funds holding in top 10: 42 → 46 (+4)

9% more funds holding

Funds holding: 426 → 464 (+38)

5.14% more ownership

Funds ownership: 53.07% → 58.2% (+5.1%)

1% less capital invested

Capital invested by funds: $4.98B → $4.94B (-$32.7M)

Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.34%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.02%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K

Top Buyers

1
SIM
Strategic Investment Management
Virginia
+$162M
2
Bank of America
Bank of America
North Carolina
+$105M
3
SCM
SCS Capital Management
Massachusetts
+$66.1M
4
Morgan Stanley
Morgan Stanley
New York
+$55.7M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$51.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$41.8M
2
Stifel Financial
Stifel Financial
Missouri
-$30.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$22.5M
4
CS
Credit Suisse
Switzerland
-$18.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$624M +$66.1M +416,105 +11%
SIM
2
Strategic Investment Management
Virginia
$482M +$162M +1,022,460 +45%
Bank of America
3
Bank of America
North Carolina
$247M +$105M +658,972 +65%
AQR Capital Management
4
AQR Capital Management
Connecticut
$212M – – –
JMPWA
5
JP Morgan Private Wealth Advisors
California
$207M +$51.9M +326,441 +30%
Northern Trust
6
Northern Trust
Illinois
$147M +$30.5M +191,712 +24%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$142M -$6.75M -42,458 -4%
Morgan Stanley
8
Morgan Stanley
New York
$125M +$55.7M +350,563 +70%
P
9
Pitcairn
Pennsylvania
$124M +$604K +3,800 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$118M -$11.6M -73,116 -8%
Goldman Sachs
11
Goldman Sachs
New York
$96.3M -$41.8M -263,057 -29%
UBS Group
12
UBS Group
Switzerland
$95.1M +$29.1M +183,118 +39%
EK
13
Evensky & Katz
Florida
$93.6M -$1.08M -6,800 -1%
ST
14
Sentinel Trust
Texas
$78.9M +$21.4M +134,387 +33%
RMDI
15
R.M. Davis Inc
Maine
$70M -$1.06M -6,650 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$63.4M +$45.8M +288,362 +202%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$56.9M +$4.97M +31,286 +9%
Wells Fargo
18
Wells Fargo
California
$56.2M +$21.1M +132,550 +53%
LPL Financial
19
LPL Financial
California
$55.8M +$1.28M +8,034 +2%
Aviva
20
Aviva
United Kingdom
$48.8M -$306K -1,923 -0.6%
TF
21
TIAA FSB
Florida
$48.8M +$3.97M +24,982 +8%
JP Morgan Chase
22
JP Morgan Chase
New York
$48.7M +$13.2M +83,007 +33%
RJA
23
Raymond James & Associates
Florida
$47.1M +$45.1M +283,645 +764%
WPW
24
Waldron Private Wealth
Pennsylvania
$40.3M +$33.7M +211,889 +338%
TWM
25
Tanglewood Wealth Management
Texas
$37.3M -$1.84M -11,606 -4%
1
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IWV Hedge Fund Activity: Q4 2018 in Review

464 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2018, worth a combined $4.94B — down 0.66% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWV positions and 45 closed out — a net gain of 44 holders — while 153 added to existing stakes and 106 trimmed.

The largest buyer was Strategic Investment Management, adding an estimated $162M. The largest seller was Goldman Sachs, cutting an estimated $41.8M.

  • 464 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2018, up from 426 in Q3 2018.
  • Funds reported $4.94B of iShares Russell 3000 ETF stock for Q4 2018, down 0.66% quarter-over-quarter.
  • 89 funds opened new iShares Russell 3000 ETF positions in Q4 2018 and 45 closed out, a net change of +44 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2018 was Strategic Investment Management, an estimated $162M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2018 was Goldman Sachs, an estimated $41.8M sold.

Based on aggregated 13F filings for Q4 2018.