IWV icon

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 %
HCIA
351
Hochman Cole Investment Advisors
Illinois
$380K 2,017 – –
CAW
352
Cornerstone Advisors (Washington)
Washington
$379K 2,009 +15 +0.8%
JWBC
353
J.W. Burns & Co
New York
$377K 2,000 – –
WS
354
Wedbush Securities
California
$376K 1,993 -207 -9%
BPB
355
Badgley, Phelps & Bell
Washington
$373K 1,981 -1,818 -48%
FAIM
356
Financial Advocates Investment Management
Washington
$368K 1,951 -26 -1%
SGCA
357
Steel Grove Capital Advisors
Tennessee
$360K 1,911 +1,911 New
MAS
358
Madden Advisory Services
Florida
$349K 1,855 – –
BWM
359
Brickley Wealth Management
California
$349K 1,851 +432 +30%
GT
360
Glenview Trust
Kentucky
$347K 1,843 +71 +4%
PG
361
Patten Group
Tennessee
$338K 1,792 -130 -7%
JIR
362
James Investment Research
Ohio
$338K 1,795 – –
UBV
363
United Bank (Virginia)
Virginia
$334K 1,770 – –
HTC
364
Haverford Trust Company
Pennsylvania
$330K 1,750 – –
DLCIG
365
D.L. Carlson Investment Group
New Hampshire
$330K 1,751 +66 +4%
PI
366
Parkside Investments
Illinois
$327K 1,735 +1,735 New
MGIA
367
Moneta Group Investment Advisors
Missouri
$323K 1,714 +16 +0.9%
MYIA
368
Mount Yale Investment Advisors
Colorado
$322K 1,709 -142 -8%
A
369
AdvicePeriod
California
$319K 1,695 – –
GP
370
Girard Partners
Pennsylvania
$316K 1,680 – –
RWM
371
RKL Wealth Management
Pennsylvania
$316K 1,678 +16 +1%
KJHP
372
K.J. Harrison & Partners
Ontario, Canada
$311K 1,654 – –
PFA
373
Pathway Financial Advisors
Vermont
$310K 1,600 – –
PWPS
374
Pinnacle Wealth Planning Services
Ohio
$309K 1,642 -908 -36%
FWCM
375
Ferguson Wellman Capital Management
Oregon
$308K 1,634 +3 +0.2%
13 14
15
16 17