IWV icon

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 %
DACG
326
Donor Advised Charitable Giving
California
$386K +$386K +2,601 New
RW
327
RVW Wealth
California
$383K -$539K -3,638 -58%
HTHT
328
Hemenway Trust Hemenway Trust
New Hampshire
$378K – – –
BBNA
329
Bremer Bank National Association
Minnesota
$371K – – –
IDA
330
Intelligence Driven Advisers
California
$366K +$366K +2,465 New
QPWM
331
Quadrant Private Wealth Management
Pennsylvania
$360K -$47.8K -322 -12%
CBN
332
Cadence Bank NA
Texas
$360K – – –
BAC
333
Boys Arnold & Co
North Carolina
$356K -$3.71K -25 -1%
EIP
334
Ellis Investment Partners
Pennsylvania
$355K -$13.6K -96 -4%
SMFS
335
Squar Milner Financial Services
California
$347K – – –
GC
336
Gibson Capital
Pennsylvania
$346K – – –
HFRG
337
Houlihan Financial Resource Group
Virginia
$345K – – –
FNT
338
First National Trust
Pennsylvania
$340K +$142K +959 +72%
IWC
339
Integrated Wealth Concepts
Massachusetts
$340K +$340K +2,295 New
CCM
340
Coldstream Capital Management
Washington
$339K -$1.04K -7 -0.3%
FWM
341
Frontier Wealth Management
Missouri
$338K – – –
WSTAM
342
Wilbanks Smith & Thomas Asset Management
Virginia
$329K – – –
CFA
343
Capstone Financial Advisors
Illinois
$328K – – –
BAM
344
Berkshire Asset Management
Pennsylvania
$321K +$321K +2,166 New
DIA
345
Dana Investment Advisors
Wisconsin
$314K -$8.15K -55 -3%
HFA
346
Huber Financial Advisors
Illinois
$310K -$10.4K -70 -3%
AssetMark Inc
347
AssetMark Inc
California
$303K -$10.7K -72 -3%
HCIA
348
Hochman Cole Investment Advisors
Illinois
$299K – – –
JWBC
349
J.W. Burns & Co
New York
$297K – – –
AFA
350
Atlanta Financial Associates
Georgia
$297K +$297K +2,000 New
12 13
14
15 16