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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 %
IWM
251
IHT Wealth Management
Illinois
$943K 5,003 -450 -8%
FCM
252
Firestone Capital Management
Florida
$938K 4,975 +4,975 New
DADC
253
D.A. Davidson & Co
Montana
$935K 4,959 -103 -2%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$920K 4,885 +2 +0%
MCM
255
Manchester Capital Management
Vermont
$918K 4,868 – –
Millennium Management
256
Millennium Management
New York
$917K 4,865 +1,814 +59%
BAM
257
Beaumont Asset Management
Texas
$917K 4,870 +4,870 New
HH
258
Hilltop Holdings
Texas
$916K 4,862 -401 -8%
VCP
259
Vista Capital Partners
Oregon
$913K 4,847 +731 +18%
AIM
260
Allen Investment Management
New York
$906K 4,807 – –
GLLW
261
Graves Light Lenhart Wealth
Virginia
$900K 4,776 – –
HA
262
HC Advisors
Georgia
$899K 4,770 +4,770 New
KeyBank National Association
263
KeyBank National Association
Ohio
$880K 4,667 +283 +6%
CTA
264
Chesley Taft & Associates
Illinois
$875K 4,640 – –
PFA
265
Pure Financial Advisors
California
$850K 4,509 -119 -3%
CPA
266
Court Place Advisors
Maryland
$850K 4,512 +18 +0.4%
MPCG
267
Matrix Private Capital Group
New York
$839K 4,450 +4,450 New
IAA
268
Independent Advisor Alliance
North Carolina
$838K 4,445 +4,445 New
CAL
269
Capital Analysts LLC
Pennsylvania
$828K 4,392 +3,588 +446%
AIA
270
Alera Investment Advisors
Illinois
$821K 4,357 -147 -3%
CS
271
Comerica Securities
Michigan
$819K 4,343 -71 -2%
WPA
272
West Paces Advisors
Georgia
$799K 4,240 +140 +3%
PPA
273
Parametric Portfolio Associates
Washington
$787K 4,176 +4,176 New
ADL
274
Asset Dedication LLC
California
$779K 4,135 -10 -0.2%
TI
275
Trexquant Investment
Connecticut
$775K 4,110 +4,110 New
9 10
11
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