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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 %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$543K +$543K +3,661 New
CWM
302
Circle Wealth Management
New Jersey
$543K +$87.8K +592 +19%
FWM
303
Fairhaven Wealth Management
Illinois
$540K +$540K +3,641 New
CFGS
304
Concourse Financial Group Securities
Alabama
$534K +$6.68K +45 +1%
SFO
305
Stokes Family Office
Louisiana
$519K – – –
BP
306
BBR Partners
New York
$510K +$510K +3,440 New
EL
307
Envoi LLC
Minnesota
$508K -$15.4K -104 -3%
GIA
308
GHP Investment Advisors
Colorado
$508K – – –
CFC
309
Coyle Financial Counsel
Illinois
$508K +$508K +3,428 New
BWM
310
BT Wealth Management
Georgia
$494K +$1.48K +10 +0.3%
LBC
311
Lowe Brockenbrough & Co
Virginia
$489K – – –
EAM
312
Evanson Asset Management
California
$485K – – –
BDF
313
Balasa Dinverno & Foltz
$474K – – –
SBH
314
Segall Bryant & Hamill
Illinois
$464K -$591K -3,997 -56%
RPGK
315
Retirement Planning Group (Kansas)
Kansas
$462K – – –
NIA
316
Northstar Investment Advisors
Colorado
$459K – – –
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$445K +$34.3K +238 +8%
BEC
318
Blue Edge Capital
Virginia
$424K – – –
SC
319
Scotia Capital
Ontario, Canada
$423K +$4.45K +30 +1%
PCG
320
Private Capital Group
Connecticut
$404K +$1.04K +7 +0.3%
CL
321
CPWM LLC
Washington
$403K +$403K +2,716 New
ST
322
Spinnaker Trust
Maine
$399K – – –
SFWC
323
Strategic Family Wealth Counselors
New Jersey
$397K – – –
PP
324
PrairieView Partners
Minnesota
$397K +$297 +2 +0.1%
SFS
325
Sowell Financial Services
Arkansas
$395K +$200K +1,348 +102%
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