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iShares Russell 3000 ETF
IWV

Overview Fund Activity

512 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
10.11%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.03%
New
88
Increased
135
Reduced
148
Closed
23
Calls
$511K
Puts
$2.53M
Net Calls
-$2.02M
Net Calls Change
-$1.58M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$108M
2
TFF
2
The Family Firm
Maryland
$46.5M
3
GDP
3
Great Diamond Partners
Maine
$22.3M
4
Wells Fargo
4
Wells Fargo
California
$73.4M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$15.3M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
SCM
2
SCS Capital Management
Massachusetts
$720M
3
AB
3
Amalgamated Bank
New York
$66.4M
4
VF
4
Virtu Financial
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
226
Boston Financial Management
Massachusetts
$1.25M 6,622 – –
HCM
227
Hollencrest Capital Management
California
$1.24M 6,558 – –
CTC
228
Central Trust Company
Missouri
$1.23M 6,515 – –
PTC
229
Philadelphia Trust Company
Pennsylvania
$1.23M 6,500 – –
Renaissance Technologies
230
Renaissance Technologies
New York
$1.23M 6,500 +6,500 New
APG
231
Abacus Planning Group
South Carolina
$1.2M 6,342 – –
RW
232
RVW Wealth
California
$1.17M 6,223 – –
IA
233
IFG Advisory
Georgia
$1.17M 6,209 -44 -0.7%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$1.17M 6,196 -35 -0.6%
HNB
235
Huntington National Bank
Ohio
– – – –
AF
236
Advisornet Financial
Minnesota
$1.15M 6,091 -271 -4%
SFG
237
Summit Financial Group
West Virginia
$1.13M 5,999 – –
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$1.13M 5,971 +4 +0.1%
PCMC
239
Private Capital Management (Colorado)
Colorado
$1.13M 6,477 – –
FHA
240
First Horizon Advisors
Tennessee
$1.12M 5,935 +5,841 +6,214%
KP
241
Keel Point
Alabama
$1.11M 5,870 -52 -0.9%
EVM
242
Eaton Vance Management
Massachusetts
$1.09M 5,765 +245 +4%
OFG
243
Oxford Financial Group
Indiana
$1.08M 5,747 +5,747 New
EH
244
Equitable Holdings
New York
$1.07M 5,682 +5,682 New
CA
245
Crewe Advisors
Utah
$1.02M 5,417 -984 -15%
CBU
246
CIBC Bank USA
Illinois
$991K 5,259 +209 +4%
UB
247
UMB Bank
Missouri
$980K 5,198 +49 +1%
CB
248
CNB Bank
Pennsylvania
$978K 5,188 +5 +0.1%
MA
249
MUFG Americas
New York
$978K 5,189 +749 +17%
SWRP
250
Summit Wealth & Retirement Planning
California
$974K 5,168 -219 -4%
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