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iShares Russell 3000 ETF
IWV

Overview Fund Activity

516 hedge funds and large institutions have $4.99B invested in iShares Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
10.44%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.05%
New
39
Increased
101
Reduced
207
Closed
35
Calls
$3.24M
Puts
$1.1M
Net Calls
+$2.14M
Net Calls Change
+$2.28M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$22.4M
2
HF
HRT Financial
New York
+$21.6M
3
TF
TLWM Financial
Texas
+$20M
4
Ameriprise
Ameriprise
Minnesota
+$19.8M
5
PCP
Proficio Capital Partners
Massachusetts
+$12.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
US Bancorp
US Bancorp
Minnesota
-$57.4M
3
SCM
SCS Capital Management
Massachusetts
-$41.5M
4
Bank of America
Bank of America
North Carolina
-$34.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
226
Cordasco Financial Network
Florida
$1.25M -$66.2K -338 -5%
MWM
227
Modera Wealth Management
New Jersey
$1.25M -$38.9K -199 -3%
APG
228
Abacus Planning Group
South Carolina
$1.24M – – –
VFP
229
Verus Financial Partners
Virginia
$1.24M +$1.24M +6,342 New
LWA
230
Lowe Wealth Advisors
Maryland
$1.22M – – –
OFG
231
Oxford Financial Group
Indiana
$1.21M – – –
MFT
232
Moisand Fitzgerald Tamayo
Florida
$1.21M – – –
NPF
233
Norris Perne & French
Michigan
$1.2M – – –
FCM
234
Firestone Capital Management
Florida
$1.19M +$1.96K +10 +0.2%
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$1.19M -$2.16K -11 -0.2%
SW
236
SkyOak Wealth
Michigan
$1.18M -$186K -948 -14%
FCBT
237
First Citizens Bank & Trust
North Carolina
$1.18M -$11.3M -57,711 -91%
AAS
238
Avantax Advisory Services
Texas
$1.16M +$845K +4,319 +271%
Renaissance Technologies
239
Renaissance Technologies
New York
$1.14M +$1.14M +5,800 New
MWPCG
240
Measured Wealth Private Client Group
New Hampshire
$1.13M – – –
RIM
241
Rockbridge Investment Management
New York
$1.1M – – –
IBOK
242
Independence Bank of Kentucky
Kentucky
$1.1M +$285K +1,456 +35%
BFPW
243
BOK Financial Private Wealth
Colorado
$1.09M -$89.8K -459 -8%
EVM
244
Eaton Vance Management
Massachusetts
$1.07M +$18.4K +94 +2%
SC
245
Savant Capital
Illinois
$1.06M – – –
EPP
246
ETF Portfolio Partners
Kansas
$1.05M -$87.9K -449 -8%
FI
247
FormulaFolio Investments
Michigan
$1.04M +$126K +643 +14%
TFCP
248
Twin Focus Capital Partners
Massachusetts
$1.04M – – –
IWMA
249
Ironwood Wealth Management (Arizona)
Arizona
$1.04M – – –
EH
250
Equitable Holdings
New York
$1.01M +$978 +5 +0.1%
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