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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 %
MYIA
301
Mount Yale Investment Advisors
Colorado
$350K – – –
AAS
302
Avantax Advisory Services
Texas
$345K +$18.2K +109 +6%
PWPS
303
Pinnacle Wealth Planning Services
Ohio
$342K -$1.04M -6,216 -75%
MCG
304
MACRO Consulting Group
New Jersey
$338K -$10.9K -65 -3%
HCIA
305
Hochman Cole Investment Advisors
Illinois
$336K – – –
DIA
306
Dana Investment Advisors
Wisconsin
$336K +$22.5K +135 +7%
EIP
307
Ellis Investment Partners
Pennsylvania
$335K +$335K +1,990 New
JWBC
308
J.W. Burns & Co
New York
$333K – – –
FAIM
309
Financial Advocates Investment Management
Washington
$330K +$167 +1 +0.1%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$330K +$290K +1,736 +723%
CPO
311
Cerity Partners OCIO
New York
$324K -$63.1K -378 -16%
Simplex Trading
312
Simplex Trading
Illinois
$320K +$320K +1,920 New
MA
313
MONECO Advisors
Connecticut
$315K -$5K -30 -2%
FCBT
314
First Citizens Bank & Trust
North Carolina
$313K – – –
ASN
315
Advisory Services Network
Georgia
$313K +$8.33K +50 +3%
LBC
316
Lowe Brockenbrough & Co
Virginia
$312K +$312K +1,870 New
MAS
317
Madden Advisory Services
Florida
$309K – – –
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$300K – – –
PA
319
Paracle Advisors
Washington
$299K +$333 +2 +0.1%
JIR
320
James Investment Research
Ohio
$299K +$299K +1,795 New
BPB
321
Badgley, Phelps & Bell
Washington
$296K +$19.4K +116 +7%
SPC
322
Sigma Planning Corp
Michigan
$296K +$41K +246 +16%
Wolverine Trading
323
Wolverine Trading
Illinois
$296K +$296K +1,777 New
UBV
324
United Bank (Virginia)
Virginia
$295K – – –
HTC
325
Haverford Trust Company
Pennsylvania
$292K -$33.4K -200 -10%
11 12
13
14 15