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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 %
NIA
301
Northstar Investment Advisors
Colorado
$583K 3,094 – –
CWM
302
Circle Wealth Management
New Jersey
$579K 3,071 +3,071 New
GMA
303
Goldstein Munger & Associates
California
$553K 2,936 +6 +0.2%
FNC
304
First National Corp
Massachusetts
$547K 2,902 – –
BEC
305
Blue Edge Capital
Virginia
$538K 2,856 – –
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$538K 2,852 -1,421 -33%
RP
307
Rice Partnership
Hawaii
$538K 2,855 +99 +4%
SC
308
Scotia Capital
Ontario, Canada
$531K 2,820 +170 +6%
Barclays
309
Barclays
United Kingdom
$524K 2,778 +2,778 New
QPWM
310
Quadrant Private Wealth Management
Pennsylvania
$518K 2,748 -149 -5%
PCG
311
Private Capital Group
Connecticut
$511K 2,716 +368 +16%
ST
312
Spinnaker Trust
Maine
$507K 2,695 +2,695 New
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$504K 2,674 – –
PP
314
PrairieView Partners
Minnesota
$504K 2,672 +3 +0.1%
CRWM
315
Castle Rock Wealth Management
California
$504K 2,572 +2,572 New
EIP
316
Ellis Investment Partners
Pennsylvania
$496K 2,611 +618 +31%
CG
317
Colony Group
Massachusetts
$491K 2,603 +1,237 +91%
HTHT
318
Hemenway Trust Hemenway Trust
New Hampshire
$481K 2,550 +2,550 New
GLA
319
Great Lakes Advisors
Illinois
$474K 2,515 +2,515 New
BBNA
320
Bremer Bank National Association
Minnesota
$471K 2,500 -2,500 -50%
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$461K 2,448 – –
CBN
322
Cadence Bank NA
Texas
$457K 2,426 – –
BAC
323
Boys Arnold & Co
North Carolina
$457K 2,424 +2,424 New
LJHT
324
Laurie J. Hall Trustee
$448K 2,379 – –
SMFS
325
Squar Milner Financial Services
California
$441K 2,341 – –
11 12
13
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