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iShares Russell 3000 ETF
IWV

517 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, 208 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.1M

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

4% more funds holding in top 10

Funds holding in top 10: 50 → 52 (+2)

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$22.8M)

0% more funds holding

Funds holding: 516 → 517 (+1)

0.62% less ownership

Funds ownership: 53.34% → 52.72% (-0.62%)

51% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 208

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
10.43%
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
208
Closed
35
Calls
$3.24M
Puts
$1.1M
Net Calls
+$2.13M
Net Calls Change
+$2.28M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$22.1M
2
HF
HRT Financial
New York
+$21.4M
3
TF
TLWM Financial
Texas
+$20.1M
4
Ameriprise
Ameriprise
Minnesota
+$19.6M
5
PCP
Proficio Capital Partners
Massachusetts
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$138M
2
US Bancorp
US Bancorp
Minnesota
-$56.8M
3
SCM
SCS Capital Management
Massachusetts
-$41M
4
Bank of America
Bank of America
North Carolina
-$34.4M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
376
Ashton Thomas Private Wealth
Arizona
$310K +$307K +1,585 New
WB
377
WesBanco Bank
West Virginia
$302K – – –
WPA
378
West Paces Advisors
Georgia
$301K -$542K -2,800 -65%
PRWA
379
Platte River Wealth Advisors
Colorado
$301K – – –
MCM
380
Monument Capital Management
Virginia
$301K +$298K +1,540 New
JWCA
381
J.W. Cole Advisors
Florida
$298K +$295K +1,524 New
CCA
382
Column Capital Advisors
Indiana
$295K – – –
FPCG
383
Fort Pitt Capital Group
Pennsylvania
$294K – – –
IA
384
IFP Advisors
Florida
$293K -$13.5K -70 -4%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$293K -$3.87K -20 -1%
SCM
386
SOL Capital Management
Maryland
$290K – – –
EIA
387
Eldridge Investment Advisors
New Hampshire
$287K +$193 +1 +0.1%
MWM
388
Madison Wealth Management
Ohio
$279K – – –
HTC
389
Haverford Trust Company
Pennsylvania
$274K -$9.68K -50 -3%
AP
390
Appleton Partners
Massachusetts
$274K – – –
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$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 +$268K +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 +$1.16K +6 +0.4%
RSWM
399
Robertson Stephens Wealth Management
California
$263K +$260K +1,344 New
WFA
400
Wade Financial Advisory
California
$260K – – –
14 15
16
17 18

IWV Hedge Fund Activity: Q3 2020 in Review

517 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2020, worth a combined $4.99B — up 0.46% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IWV positions and 35 closed out — a net gain of 4 holders — while 101 added to existing stakes and 208 trimmed.

The largest buyer was Franklin Resources, adding an estimated $22.1M. The largest seller was BlackRock, cutting an estimated $138M.

  • 517 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2020, up from 516 in Q2 2020.
  • Funds reported $4.99B of iShares Russell 3000 ETF stock for Q3 2020, up 0.46% quarter-over-quarter.
  • 39 funds opened new iShares Russell 3000 ETF positions in Q3 2020 and 35 closed out, a net change of +4 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2020 was Franklin Resources, an estimated $22.1M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2020 was BlackRock, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2020.