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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$1.25M -$65.3K -363 -5%
AAMC
227
Asset Allocation & Management Company
Illinois
$1.22M -$223K -1,239 -15%
WAM
228
World Asset Management
Michigan
$1.21M -$42.1K -234 -3%
CFN
229
Cordasco Financial Network
Florida
$1.21M +$5.22K +29 +0.4%
BFM
230
Boston Financial Management
Massachusetts
$1.19M – – –
HCM
231
Hollencrest Capital Management
California
$1.18M – – –
MWM
232
Modera Wealth Management
New Jersey
$1.18M +$180 +1 +0%
CTC
233
Central Trust Company
Missouri
$1.17M – – –
PCIG
234
Partners Capital Investment Group
Massachusetts
$1.15M -$187K -1,040 -14%
APG
235
Abacus Planning Group
South Carolina
$1.14M – – –
LWA
236
Lowe Wealth Advisors
Maryland
$1.12M -$171K -950 -13%
OFG
237
Oxford Financial Group
Indiana
$1.11M +$1.62K +9 +0.1%
MFT
238
Moisand Fitzgerald Tamayo
Florida
$1.11M -$6.66K -37 -0.6%
NPF
239
Norris Perne & French
Michigan
$1.11M -$189K -1,050 -15%
Kayne Anderson Rudnick Investment Management
240
Kayne Anderson Rudnick Investment Management
California
$1.09M +$2.17K +12 +0.2%
FCM
241
Firestone Capital Management
Florida
$1.09M -$89.6K -498 -8%
BFPW
242
BOK Financial Private Wealth
Colorado
$1.09M -$231K -1,283 -18%
SFG
243
Summit Financial Group
West Virginia
$1.05M -$34.2K -190 -3%
EPP
244
ETF Portfolio Partners
Kansas
$1.04M +$360 +2 +0%
IWMA
245
Ironwood Wealth Management (Arizona)
Arizona
$1.04M -$131K -725 -11%
MWPCG
246
Measured Wealth Private Client Group
New Hampshire
$1.04M – – –
AF
247
Advisornet Financial
Minnesota
$1.03M -$53.8K -299 -5%
RIM
248
Rockbridge Investment Management
New York
$1.01M +$1.01M +5,612 New
SC
249
Savant Capital
Illinois
$972K – – –
EVM
250
Eaton Vance Management
Massachusetts
$964K -$29.9K -166 -3%
8 9
10
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