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iShares Russell 3000 ETF

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.

Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$624M 4,244,814 +416,105 +11%
SIM
2
Strategic Investment Management
Virginia
$482M 3,280,620 +1,022,460 +45%
Bank of America
3
Bank of America
North Carolina
$247M 1,679,535 +658,972 +65%
AQR Capital Management
4
AQR Capital Management
Connecticut
$212M 1,444,847
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$207M 1,412,085 +326,441 +30%
Northern Trust
6
Northern Trust
Illinois
$147M 999,606 +191,712 +24%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$142M 975,056 -42,458 -4%
Morgan Stanley
8
Morgan Stanley
New York
$125M 853,809 +350,563 +70%
P
9
Pitcairn
Pennsylvania
$124M 844,745 +3,800 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$118M 802,859 -73,116 -8%
Goldman Sachs
11
Goldman Sachs
New York
$96.3M 655,566 -263,057 -29%
UBS Group
12
UBS Group
Switzerland
$95.1M 647,504 +183,118 +39%
EK
13
Evensky & Katz
Florida
$93.6M 637,006 -6,800 -1%
ST
14
Sentinel Trust
Texas
$78.9M 536,827 +134,387 +33%
RMDI
15
R.M. Davis Inc
Maine
$70M 476,110 -6,650 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$63.4M 431,211 +288,362 +202%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$56.9M 387,514 +31,286 +9%
Wells Fargo
18
Wells Fargo
California
$56.2M 382,290 +132,550 +53%
LPL Financial
19
LPL Financial
California
$55.8M 379,761 +8,034 +2%
Aviva
20
Aviva
United Kingdom
$48.8M 332,422 -1,923 -0.6%
TF
21
TIAA FSB
Florida
$48.8M 331,874 +24,982 +8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$48.7M 331,643 +83,007 +33%
RJA
23
Raymond James & Associates
Florida
$47.1M 320,783 +283,645 +764%
WPW
24
Waldron Private Wealth
Pennsylvania
$40.3M 274,601 +211,889 +338%
TWM
25
Tanglewood Wealth Management
Texas
$37.3M 253,749 -11,606 -4%