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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 %
PFO
376
Pathstone Family Office
New Jersey
$122K – – –
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K – – –
ST
378
Smithfield Trust
Pennsylvania
$121K – – –
NCM
379
New Capital Management
Texas
$120K – – –
WEC
380
Winslow Evans & Crocker
Massachusetts
$120K – – –
ESB
381
Essex Savings Bank
Connecticut
$119K – – –
TIM
382
Tortoise Investment Management
New York
$118K – – –
PMFA
383
Plante Moran Financial Advisors
Michigan
$117K -$1.49M -8,911 -93%
FHA
384
Flagship Harbor Advisors
Massachusetts
$114K – – –
QCG
385
Quadrant Capital Group
Ohio
$110K – – –
JFA
386
JNBA Financial Advisors
Minnesota
$108K – – –
SFSG
387
Stearns Financial Services Group
North Carolina
$108K +$108K +645 New
SWA
388
Sutton Wealth Advisors
Florida
$105K – – –
GWA
389
Guidant Wealth Advisors
Illinois
$100K +$77.6K +467 +346%
JAM
390
JCIC Asset Management
Ontario, Canada
$98K +$62.3K +375 +174%
IF
391
Ironwood Financial
Arizona
$96K +$3.16K +19 +3%
IA
392
IFP Advisors
Florida
$88K -$265K -1,568 -75%
APSP
393
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$1.34K +8 +2%
CWM
394
Cranbrook Wealth Management
Michigan
$63K – – –
KTC
395
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
TA
396
TCG Advisors
Texas
$60K +$60K +361 New
FWC
397
First Washington Corp
Washington
$59K – – –
WA
398
WestEnd Advisors
North Carolina
$58.7K -$1.83K -11 -3%
OSNBOA
399
Old Second National Bank of Aurora
Illinois
$57K +$57K +341 New
LA
400
Legacy Advisors
Pennsylvania
$56K +$56K +338 New
14 15
16
17 18