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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 %
GC
326
Gibson Capital
Pennsylvania
$439K 2,333 – –
HFRG
327
Houlihan Financial Resource Group
Virginia
$438K 2,324 +2,324 New
C
328
Certuity
Florida
$437K 2,316 +2,316 New
CCM
329
Coldstream Capital Management
Washington
$432K 2,293 -111 -5%
IA
330
IFP Advisors
Florida
$431K 2,277 -150 -6%
FWM
331
Frontier Wealth Management
Missouri
$429K 2,277 – –
VWA
332
VERITY Wealth Advisors
United States
$427K 2,263 – –
AAS
333
Avantax Advisory Services
Texas
$426K 2,265 +330 +17%
AA
334
Ancora Advisors
Ohio
$423K 2,246 -106 -5%
TWA
335
TCI Wealth Advisors
Arizona
$420K 2,230 +2,000 +870%
CFA
336
Capstone Financial Advisors
Illinois
$417K 2,210 – –
WSTAM
337
Wilbanks Smith & Thomas Asset Management
Virginia
$417K 2,213 +30 +1%
PJSIMP
338
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K 2,200 – –
IAM
339
Integre Asset Management
New York
$413K 2,193 +2,193 New
HIS
340
Harvest Investment Services
Illinois
$413K 2,193 +2,193 New
DIA
341
Dana Investment Advisors
Wisconsin
$410K 2,175 +104 +5%
HFA
342
Huber Financial Advisors
Illinois
$407K 2,160 – –
TNB
343
TCF National Bank
South Dakota
$404K 2,144 -100 -4%
AssetMark Inc
344
AssetMark Inc
California
$399K 2,116 +72 +4%
HPC
345
HM Payson & Co
Maine
$392K 2,079 – –
SW
346
SlateStone Wealth
Florida
$389K 2,065 -262 -11%
DSA
347
Davis Selected Advisers
Arizona
$387K 2,053 +603 +42%
CPO
348
Cerity Partners OCIO
New York
$383K 1,973 +10 +0.5%
BFA
349
Beacon Financial Advisory
Ohio
$381K 2,023 +2,023 New
BHIA
350
Birch Hill Investment Advisors
Massachusetts
$380K 2,018 – –
12 13
14
15 16