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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 %
FAM
326
Flaharty Asset Management
Florida
$290K -$14K -84 -5%
DACG
327
Donor Advised Charitable Giving
California
$288K -$26.5K -159 -8%
GT
328
Glenview Trust
Kentucky
$288K – – –
LRIA
329
Leonard Rickey Investment Advisors
Washington
$284K +$284K +1,702 New
AP
330
Appleton Partners
Massachusetts
$281K +$281K +1,688 New
GP
331
Girard Partners
Pennsylvania
$280K – – –
RWM
332
RKL Wealth Management
Pennsylvania
$276K +$276K +1,654 New
FWCM
333
Ferguson Wellman Capital Management
Oregon
$272K +$2.5K +15 +0.9%
IBOK
334
Independence Bank of Kentucky
Kentucky
$269K +$246K +1,475 +1,069%
PFA
335
Pathway Financial Advisors
Vermont
$267K – – –
CHC
336
City Holding Co
West Virginia
$266K +$148K +890 +126%
CAL
337
Capital Analysts LLC
Pennsylvania
$265K – – –
FCFS
338
First Command Financial Services
Texas
$264K – – –
FCB
339
First Command Bank
Texas
$264K – – –
BWM
340
Brickley Wealth Management
California
$264K +$16.6K +100 +7%
PS
341
Portfolio Solutions
Michigan
$259K – – –
OWD
342
Osborn Williams & Donohoe
Ohio
$259K +$259K +1,523 New
WB
343
WesBanco Bank
West Virginia
$258K – – –
BOS
344
Bingham Osborn & Scarborough
California
$255K – – –
SCM
345
SOL Capital Management
Maryland
$255K – – –
RFC
346
Regions Financial Corp
Alabama
$252K -$20.3K -122 -7%
WJA
347
Williams Jones & Associates
New York
$252K – – –
EIA
348
Eldridge Investment Advisors
New Hampshire
$251K +$166 +1 +0.1%
WCWM
349
Willow Creek Wealth Management
California
$247K – – –
PO
350
Private Ocean
California
$246K +$137K +819 +125%
12 13
14
15 16