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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 %
SWPG
376
Strategic Wealth Partners Group
Illinois
$306K 1,623 -26 -2%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$306K 1,625 – –
AP
378
Appleton Partners
Massachusetts
$306K 1,623 – –
LRIA
379
Leonard Rickey Investment Advisors
Washington
$293K 1,552 -150 -9%
PS
380
Portfolio Solutions
Michigan
$293K 1,555 – –
WB
381
WesBanco Bank
West Virginia
$292K 1,547 – –
PP
382
PagnatoKarp Partners
Virginia
$291K 1,546 -183 -11%
BFG
383
Barber Financial Group
Kansas
$290K 1,538 -422 -22%
CA
384
Calton & Associates
Florida
$290K 1,539 -262 -15%
PRWA
385
Platte River Wealth Advisors
Colorado
$290K 1,540 +1,540 New
OWD
386
Osborn Williams & Donohoe
Ohio
$287K 1,523 – –
RFC
387
Regions Financial Corp
Alabama
$286K 1,514 -80 -5%
CCA
388
Column Capital Advisors
Indiana
$286K 1,520 +1,520 New
WJWM
389
Williams Jones Wealth Management
New York
$285K 1,510 – –
FPCG
390
Fort Pitt Capital Group
Pennsylvania
$283K 1,500 – –
SCM
391
SOL Capital Management
Maryland
$279K 1,482 -50 -3%
PO
392
Private Ocean
California
$277K 1,470 -535 -27%
EIA
393
Eldridge Investment Advisors
New Hampshire
$276K 1,462 +1 +0.1%
WCWM
394
Willow Creek Wealth Management
California
$272K 1,444 – –
PFBT
395
Parkside Financial Bank & Trust
Missouri
$270K 1,433 -1,367 -49%
MWM
396
Madison Wealth Management
Ohio
$269K 1,425 +1,425 New
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$264K 1,400 – –
BIC
398
Beach Investment Counsel
Pennsylvania
$263K 1,397 – –
I
399
INVST
Indiana
$263K 1,393 +79 +6%
CNB
400
Camden National Bank
Maine
$262K 1,390 – –
14 15
16
17 18