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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$117M
2
ST
Sentinel Trust
Texas
+$80.2M
3
CS
Credit Suisse
Switzerland
+$58.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$42M
5
CAM
Cresset Asset Management
Illinois
+$27M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
-$178M
2
Bank of America
Bank of America
North Carolina
-$111M
3
RJA
Raymond James & Associates
Florida
-$43.5M
4
Morgan Stanley
Morgan Stanley
New York
-$37.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BT Wealth Management
Georgia
$447K -$1.38M -8,259 -76%
CBN
277
Cadence Bank NA
Texas
$425K – – –
PFA
278
Pinnacle Family Advisors
Missouri
$406K -$181K -1,085 -31%
WSTAM
279
Wilbanks Smith & Thomas Asset Management
Virginia
$403K -$5K -30 -1%
BFG
280
Barber Financial Group
Kansas
$403K +$3.83K +23 +1%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$400K -$183K -1,100 -31%
CCM
282
Coldstream Capital Management
Washington
$399K +$4.67K +28 +1%
CRC
283
Curi RMB Capital
Illinois
$398K -$10.4M -62,096 -96%
LJHT
284
Laurie J. Hall Trustee
$397K – – –
AA
285
Ancora Advisors
Ohio
$392K – – –
PCG
286
Private Capital Group
Connecticut
$391K -$1.73M -10,373 -82%
SMFS
287
Squar Milner Financial Services
California
$390K – – –
GC
288
Gibson Capital
Pennsylvania
$388K – – –
BHIA
289
Birch Hill Investment Advisors
Massachusetts
$383K – – –
FWM
290
Frontier Wealth Management
Missouri
$380K – – –
VWA
291
VERITY Wealth Advisors
United States
$377K – – –
NEGWA
292
New England Guild Wealth Advisors
Connecticut
$376K +$167 +1 +0%
FLPIM
293
F.L. Putnam Investment Management
Massachusetts
$375K -$177K -1,064 -32%
CB
294
Chemical Bank
Michigan
$374K – – –
CFA
295
Capstone Financial Advisors
Illinois
$368K -$325K – –
HFA
296
Huber Financial Advisors
Illinois
$368K +$334 +2 +0.1%
AWM
297
Altium Wealth Management
New York
$365K – – –
AssetMark Inc
298
AssetMark Inc
California
$359K +$17.9K +107 +5%
ZCA
299
Zeke Capital Advisors
Pennsylvania
$351K – – –
CAW
300
Cornerstone Advisors (Washington)
Washington
$351K +$30.5K +183 +10%
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12
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