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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 %
PPA
351
Parametric Portfolio Associates
Washington
$238K -$26.3M -158,135 -99%
CA
352
Calton & Associates
Florida
$237K +$237K +1,423 New
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$233K – – –
CNB
354
Camden National Bank
Maine
$232K – – –
SWM
355
Shakespeare Wealth Management
Wisconsin
$230K – – –
CF
356
Corrigan Financial
Rhode Island
$224K -$12.7K -76 -5%
MAU
357
MRA Associates USA
Arizona
$222K – – –
BO
358
BRR OpCo
Ohio
$217K +$217K +1,301 New
TNB
359
Thomasville National Bank
Georgia
$215K +$215K +1,290 New
Verition Fund Management
360
Verition Fund Management
Connecticut
$212K +$212K +1,270 New
ACI
361
Alpha Cubed Investments
California
$211K +$211K +1,264 New
FNT
362
First National Trust
Pennsylvania
$210K +$210K +1,258 New
CWS
363
Cypress Wealth Services
California
$210K +$210K +1,258 New
MWM
364
Meridian Wealth Management
Kentucky
$210K +$210K +1,262 New
MGIA
365
Moneta Group Investment Advisors
Missouri
$208K -$64.3K -386 -24%
CTC
366
Central Trust Company
Missouri
$206K -$10.9K -65 -5%
WA
367
WESPAC Advisors
California
$206K +$206K +1,236 New
PK
368
Pflug Koory
Nebraska
$202K -$3.33K -20 -2%
BWA
369
Burt Wealth Advisors
Maryland
$200K – – –
CG
370
Cutler Group
California
$186K +$186K +1,120 New
NFG
371
Next Financial Group
Texas
$167K -$33.7K -202 -17%
NFH
372
NEXT Financial Holdings
Texas
$167K +$167K +1,000 New
ClearBridge Investments
373
ClearBridge Investments
New York
$155K -$525K -3,149 -77%
TFGT
374
TS Financial Group (TSFG)
Illinois
$138K +$138K +826 New
NWM
375
Northwest Wealth Management
Iowa
$123K – – –
13 14
15
16 17