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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 %
Renaissance Technologies
251
Renaissance Technologies
New York
$860K -$104K -700 -11%
MWPCG
252
Measured Wealth Private Client Group
New Hampshire
$853K +$853K +5,749 New
IA
253
IFG Advisory
Georgia
$851K -$69.4K -468 -8%
GMA
254
Goldstein Munger & Associates
California
$842K +$406K +2,740 +93%
EH
255
Equitable Holdings
New York
$820K -$22.7K -153 -3%
EVM
256
Eaton Vance Management
Massachusetts
$819K -$36K -243 -4%
SC
257
Savant Capital
Illinois
$801K +$310K +2,090 +63%
CA
258
Crewe Advisors
Utah
$784K -$19.3K -130 -2%
JWM
259
Jackson Wealth Management
Florida
$780K -$3.03M -17,834 -80%
MA
260
MUFG Americas
New York
$770K – – –
CB
261
CNB Bank
Pennsylvania
$769K – – –
BAAM
262
Baker Avenue Asset Management
California
$745K -$15.1M -102,153 -95%
GL
263
Graypoint LLC
New York
$736K +$736K +4,967 New
IWM
264
IHT Wealth Management
Illinois
$734K -$8.46K -57 -1%
SWRP
265
Summit Wealth & Retirement Planning
California
$730K -$36.3K -245 -5%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$725K +$741 +5 +0.1%
MCM
267
Manchester Capital Management
Vermont
$722K – – –
VCP
268
Vista Capital Partners
Oregon
$718K – – –
AIM
269
Allen Investment Management
New York
$713K – – –
GLLW
270
Graves Light Lenhart Wealth
Virginia
$708K – – –
CCT
271
Country Club Trust
Missouri
$703K +$156K +1,035 +28%
CTA
272
Chesley Taft & Associates
Illinois
$684K -$4.75K -32 -0.7%
BCA
273
Berman Capital Advisors
Georgia
$673K +$673K +4,538 New
CPA
274
Court Place Advisors
Maryland
$671K +$1.34K +9 +0.2%
PFA
275
Pure Financial Advisors
California
$666K -$2.37K -16 -0.4%
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