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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$117M
2
ST
Sentinel Trust
Texas
+$80.2M
3
CS
Credit Suisse
Switzerland
+$58.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$42M
5
CAM
Cresset Asset Management
Illinois
+$27M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
-$178M
2
Bank of America
Bank of America
North Carolina
-$111M
3
RJA
Raymond James & Associates
Florida
-$43.5M
4
Morgan Stanley
Morgan Stanley
New York
-$37.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
226
Bremer Bank National Association
Minnesota
$866K +$866K +5,000 New
UB
227
UMB Bank
Missouri
$851K +$52.9K +317 +7%
IWM
228
IHT Wealth Management
Illinois
$850K – – –
Neuberger Berman Group
229
Neuberger Berman Group
New York
$847K -$312K -1,875 -27%
HJA
230
Hugh Johnson Advisors
New York
$841K – – –
ICMP
231
Integrated Capital Management (Pennsylvania)
Pennsylvania
$838K +$265K +1,587 +46%
OMC
232
Old Mission Capital
Illinois
$820K +$820K +4,920 New
MCM
233
Manchester Capital Management
Vermont
$811K +$811K +4,868 New
AIM
234
Allen Investment Management
New York
$801K +$16.3K +98 +2%
GLLW
235
Graves Light Lenhart Wealth
Virginia
$796K – – –
CS
236
Comerica Securities
Michigan
$785K -$7.83K -47 -1%
PFA
237
Pure Financial Advisors
California
$783K – – –
CTA
238
Chesley Taft & Associates
Illinois
$769K – – –
PFS
239
Prospera Financial Services
Texas
$761K +$1.02K +6 +0.1%
MWP
240
MYCIO Wealth Partners
Pennsylvania
$756K +$2.67K +16 +0.4%
CPA
241
Court Place Advisors
Maryland
$746K +$1.17K +7 +0.2%
MA
242
MUFG Americas
New York
$740K – – –
KeyBank National Association
243
KeyBank National Association
Ohio
$733K -$2.5K -15 -0.3%
AIA
244
Alera Investment Advisors
Illinois
$726K +$95K +570 +15%
CB
245
CNB Bank
Pennsylvania
$722K – – –
HH
246
Hilltop Holdings
Texas
$720K +$206K +1,237 +40%
ADL
247
Asset Dedication LLC
California
$712K +$22.7K +136 +3%
WPA
248
West Paces Advisors
Georgia
$700K – – –
VCP
249
Vista Capital Partners
Oregon
$686K – – –
LW
250
Linscomb Wealth
Texas
$671K +$33.2K +199 +5%
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