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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
351
Brickley Wealth Management
California
$326K 1,810 -41 -2%
PJSIMP
352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K 1,800 – –
JIR
353
James Investment Research
Ohio
$323K 1,795 – –
HPC
354
HM Payson & Co
Maine
$322K 1,790 – –
UBV
355
United Bank (Virginia)
Virginia
$319K 1,770 – –
HIA
356
Harbor Investment Advisory
Maryland
$318K 1,765 – –
Verition Fund Management
357
Verition Fund Management
Connecticut
$318K 1,766 +1,766 New
CCM
358
Coldstream Capital Management
Washington
$317K 1,758 -528 -23%
RW
359
RVW Wealth
California
$312K 1,735 -850 -33%
PO
360
Private Ocean
California
$312K 1,736 +2 +0.1%
FWM
361
Frontier Wealth Management
Missouri
$309K 1,717 -560 -25%
IWC
362
Integrated Wealth Concepts
Massachusetts
$305K 1,694 -601 -26%
A
363
AdvicePeriod
California
$305K 1,695 – –
RWM
364
RKL Wealth Management
Pennsylvania
$305K 1,692 +14 +0.8%
GP
365
Girard Partners
Pennsylvania
$302K 1,680 – –
PG
366
Patten Group
Tennessee
$301K 1,673 +1 +0.1%
SFS
367
Summit Financial Strategies
Ohio
$299K 1,658 +1,658 New
AA
368
Ancora Advisors
Ohio
$290K 1,610 – –
WS
369
Wedbush Securities
California
$289K 1,608 +31 +2%
AAS
370
Avantax Advisory Services
Texas
$288K 1,594 -192 -11%
PFA
371
Pathway Financial Advisors
Vermont
$288K 1,600 – –
PRWA
372
Platte River Wealth Advisors
Colorado
$285K 1,540 +1,540 New
KCM
373
Karp Capital Management
California
$283K 1,570 -33,341 -96%
WB
374
WesBanco Bank
West Virginia
$279K 1,547 -22,987 -94%
IA
375
IFP Advisors
Florida
$278K 1,567 -22 -1%
13 14
15
16 17