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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 %
CAM
376
Cubic Asset Management
Massachusetts
$248K +$72.5K +490 +41%
HTC
377
Haverford Trust Company
Pennsylvania
$245K -$14.8K -100 -6%
IA
378
IFP Advisors
Florida
$240K -$104K -688 -30%
ZCA
379
Zeke Capital Advisors
Pennsylvania
$240K +$52.7K +356 +28%
AA
380
Ancora Advisors
Ohio
$239K -$94.4K -636 -28%
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$235K -$8.45K -57 -3%
WS
382
Wedbush Securities
California
$234K -$61.7K -416 -21%
PS
383
Portfolio Solutions
Michigan
$231K – – –
LRIA
384
Leonard Rickey Investment Advisors
Washington
$231K +$1.19K +8 +0.5%
CRC
385
Curi RMB Capital
Illinois
$229K -$2.53M -17,121 -92%
FWCM
386
Ferguson Wellman Capital Management
Oregon
$229K -$13K -88 -5%
PP
387
PagnatoKarp Partners
Virginia
$229K – – –
PFA
388
Pathway Financial Advisors
Vermont
$227K – – –
CCA
389
Column Capital Advisors
Indiana
$226K +$149 +1 +0.1%
KJHP
390
K.J. Harrison & Partners
Ontario, Canada
$224K -$19.9K -135 -8%
TNB
391
Thomasville National Bank
Georgia
$224K – – –
RFC
392
Regions Financial Corp
Alabama
$224K – – –
WJWM
393
Williams Jones Wealth Management
New York
$224K – – –
FPCG
394
Fort Pitt Capital Group
Pennsylvania
$222K – – –
SW
395
SlateStone Wealth
Florida
$220K -$86.8K -584 -28%
SCM
396
SOL Capital Management
Maryland
$220K – – –
EIA
397
Eldridge Investment Advisors
New Hampshire
$217K +$148 +1 +0.1%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$213K – – –
MWM
399
Madison Wealth Management
Ohio
$211K – – –
AP
400
Appleton Partners
Massachusetts
$208K -$33.1K -223 -14%
14 15
16
17 18