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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 %
XF
276
XML Financial
Maryland
$769K 4,078 +4,078 New
LW
277
Linscomb Wealth
Texas
$757K 4,018 +1 +0%
IBOK
278
Independence Bank of Kentucky
Kentucky
$756K 4,013 – –
FNBT
279
FineMark National Bank & Trust
Florida
$744K 3,946 – –
SXL
280
Summit X LLC
Missouri
$741K 3,900 +12 +0.3%
NFG
281
Next Financial Group
Texas
$738K 3,913 +1,716 +78%
UFF
282
USA Financial Formulas
Michigan
$725K 3,844 -654 -15%
S
283
SignatureFD
Georgia
$719K 3,816 +288 +8%
FCI
284
Financial Counselors Inc
Kansas
$717K 3,802 – –
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$715K 3,794 +179 +5%
QA
286
Quantitative Advantage
Minnesota
$695K 3,688 +3,688 New
CCT
287
Country Club Trust
Missouri
$684K 3,635 – –
CFGS
288
Concourse Financial Group Securities
Alabama
$670K 3,555 +50 +1%
EL
289
Envoi LLC
Minnesota
$666K 3,531 +250 +8%
SFO
290
Stokes Family Office
Louisiana
$660K 3,500 +3,500 New
IWA
291
Intercontinental Wealth Advisors
Texas
$654K 3,355 -1,735 -34%
GIA
292
GHP Investment Advisors
Colorado
$646K 3,428 +3 +0.1%
ASN
293
Advisory Services Network
Georgia
$641K 3,398 +1,398 +70%
JWCA
294
J.W. Cole Advisors
Florida
$627K 3,324 +3,324 New
BWM
295
BT Wealth Management
Georgia
$626K 3,319 +210 +7%
SC
296
Savant Capital
Illinois
$624K 3,309 – –
LBC
297
Lowe Brockenbrough & Co
Virginia
$622K 3,299 +1,000 +43%
EAM
298
Evanson Asset Management
California
$616K 3,267 – –
BDF
299
Balasa Dinverno & Foltz
$603K 3,197 – –
RPGK
300
Retirement Planning Group (Kansas)
Kansas
$587K 3,112 – –
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12
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