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iShares Russell 3000 ETF
IWV

Overview Fund Activity

516 hedge funds and large institutions have $4.99B invested in iShares Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
10.44%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.05%
New
39
Increased
101
Reduced
207
Closed
35
Calls
$3.24M
Puts
$1.1M
Net Calls
+$2.14M
Net Calls Change
+$2.28M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$23.8M
2
HF
HRT Financial
New York
$57.7M
3
TF
TLWM Financial
Texas
$41.7M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
PCP
Proficio Capital Partners
Massachusetts
$45.3M

Top Sellers

1
BlackRock
BlackRock
New York
$200M
2
US Bancorp
US Bancorp
Minnesota
$23.5M
3
SCM
SCS Capital Management
Massachusetts
$665M
4
Bank of America
Bank of America
North Carolina
$171M
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
376
Ashton Thomas Private Wealth
Arizona
$310K +$310K +1,585 New
WB
377
WesBanco Bank
West Virginia
$302K – – –
WPA
378
West Paces Advisors
Georgia
$301K -$548K -2,800 -65%
PRWA
379
Platte River Wealth Advisors
Colorado
$301K – – –
MCM
380
Monument Capital Management
Virginia
$301K +$301K +1,540 New
JWCA
381
J.W. Cole Advisors
Florida
$298K +$298K +1,524 New
CCA
382
Column Capital Advisors
Indiana
$295K – – –
FPCG
383
Fort Pitt Capital Group
Pennsylvania
$294K – – –
IA
384
IFP Advisors
Florida
$293K -$13.7K -70 -4%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$293K -$3.92K -20 -1%
SCM
386
SOL Capital Management
Maryland
$290K – – –
EIA
387
Eldridge Investment Advisors
New Hampshire
$287K +$196 +1 +0.1%
MWM
388
Madison Wealth Management
Ohio
$279K – – –
HTC
389
Haverford Trust Company
Pennsylvania
$274K -$9.79K -50 -3%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$274K – – –
AP
391
Appleton Partners
Massachusetts
$274K – – –
WCWM
392
Willow Creek Wealth Management
California
$274K – – –
BIC
393
Beach Investment Counsel
Pennsylvania
$273K – – –
CNB
394
Camden National Bank
Maine
$272K – – –
CCMD
395
Cypress Capital Management (Delaware)
Delaware
$271K +$271K +1,385 New
PFBT
396
Parkside Financial Bank & Trust
Missouri
$269K – – –
PCA
397
Personal Capital Advisors
California
$268K – – –
CAM
398
Congress Asset Management
Massachusetts
$268K +$1.17K +6 +0.4%
RSWM
399
Robertson Stephens Wealth Management
California
$263K +$263K +1,344 New
WFA
400
Wade Financial Advisory
California
$260K – – –
14 15
16
17 18