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 %
CPO
351
Cerity Partners OCIO
New York
$293K – – –
VWA
352
VERITY Wealth Advisors
United States
$292K -$43.9K -296 -13%
BHIA
353
Birch Hill Investment Advisors
Massachusetts
$292K -$7.42K -50 -2%
CAW
354
Cornerstone Advisors (Washington)
Washington
$288K -$10.2K -69 -3%
MGIA
355
Moneta Group Investment Advisors
Missouri
$286K +$31.7K +214 +12%
VWA
356
V Wealth Advisors
Kansas
$281K +$281K +1,896 New
GT
357
Glenview Trust
Kentucky
$278K +$4.45K +30 +2%
BWM
358
Brickley Wealth Management
California
$275K – – –
MAS
359
Madden Advisory Services
Florida
$275K – – –
PA
360
Paracle Advisors
Washington
$275K +$275K +1,856 New
NFG
361
Nations Financial Group
Iowa
$271K +$105K +705 +63%
PJSIMP
362
P.J. Schmidt Investment Management (PJS)
Wisconsin
$267K -$59.3K -400 -18%
AAS
363
Avantax Advisory Services
Texas
$266K -$71.3K -479 -21%
HPC
364
HM Payson & Co
Maine
$266K -$42.9K -289 -14%
JIR
365
James Investment Research
Ohio
$266K – – –
UBV
366
United Bank (Virginia)
Virginia
$263K – – –
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$262K +$21.1K +142 +9%
HIA
368
Harbor Investment Advisory
Maryland
$262K +$138K +930 +111%
PO
369
Private Ocean
California
$257K +$39.1K +264 +18%
PWM
370
Perigon Wealth Management
California
$256K +$256K +1,597 New
A
371
AdvicePeriod
California
$251K – – –
MYIA
372
Mount Yale Investment Advisors
Colorado
$249K -$4.6K -31 -2%
GP
373
Girard Partners
Pennsylvania
$249K – – –
RWM
374
RKL Wealth Management
Pennsylvania
$249K – – –
PG
375
Patten Group
Tennessee
$248K -$17.8K -120 -7%
13 14
15
16 17