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iShares Russell 3000 ETF
IWV

Overview Fund Activity

494 hedge funds and large institutions have $4.42B invested in iShares Russell 3000 ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 184 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-18
Holders Change %
-3.52%
% of All Funds
10.91%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
1.08%
New
51
Increased
125
Reduced
184
Closed
62
Calls
$2.43M
Puts
$5.69M
Net Calls
-$3.26M
Net Calls Change
-$1.25M

Top Buyers

1
BlackRock
BlackRock
New York
+$57.2M
2
GA
Geller Advisors
New York
+$54M
3
Invesco
Invesco
Georgia
+$34.3M
4
Goldman Sachs
Goldman Sachs
New York
+$27.6M
5
Morgan Stanley
Morgan Stanley
New York
+$26.6M

Top Sellers

1
ST
Sentinel Trust
Texas
-$76.2M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$28.7M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
-$20.7M
4
UBS Group
UBS Group
Switzerland
-$16M
5
AB
Amalgamated Bank
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
226
Lowe Wealth Advisors
Maryland
$1.07M -$103K -695 -9%
Franklin Resources
227
Franklin Resources
California
$1.06M -$31.1K -210 -3%
AC
228
Apella Capital
Connecticut
$1.05M +$1.05M +7,095 New
RSC
229
Red Spruce Capital
Pennsylvania
$1.05M +$13.5K +91 +1%
CCMG
230
Clark Capital Management Group
Pennsylvania
$1.05M +$1.05M +7,069 New
WAM
231
World Asset Management
Michigan
$1.03M +$1.03M +6,959 New
CHC
232
City Holding Co
West Virginia
$1.03M +$36.3K +245 +4%
HNB
233
Huntington National Bank
Ohio
$1.01M -$1.15M – –
CFN
234
Cordasco Financial Network
Florida
$992K -$3.41K -23 -0.3%
PWM
235
PRW Wealth Management
Massachusetts
$978K -$690K -4,654 -41%
BFM
236
Boston Financial Management
Massachusetts
$978K -$4.45K -30 -0.5%
FCM
237
Firestone Capital Management
Florida
$975K +$237K +1,595 +32%
HCM
238
Hollencrest Capital Management
California
$973K – – –
MWM
239
Modera Wealth Management
New Jersey
$973K +$973K +6,559 New
CTC
240
Central Trust Company
Missouri
$966K – – –
PCMC
241
Private Capital Management (Colorado)
Colorado
$964K +$2.97K +20 +0.3%
IWMA
242
Ironwood Wealth Management (Arizona)
Arizona
$962K -$370K -2,495 -28%
APG
243
Abacus Planning Group
South Carolina
$941K – – –
MFT
244
Moisand Fitzgerald Tamayo
Florida
$919K – – –
OFG
245
Oxford Financial Group
Indiana
$915K +$63K +425 +7%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$898K +$12K +81 +1%
AF
247
Advisornet Financial
Minnesota
$895K -$8.75K -59 -1%
SFG
248
Summit Financial Group
West Virginia
$890K – – –
KP
249
Keel Point
Alabama
$871K +$593 +4 +0.1%
EPP
250
ETF Portfolio Partners
Kansas
$860K -$288K -1,942 -25%
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