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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 %
SWM
401
Shakespeare Wealth Management
Wisconsin
$260K 1,382 – –
FCB
402
First Command Bank
Texas
$258K 1,368 – –
FCFS
403
First Command Financial Services
Texas
$258K 1,368 – –
LFA
404
Lighthouse Financial Advisors
Maryland
$258K 1,373 +1,373 New
NEGWA
405
New England Guild Wealth Advisors
Connecticut
$256K 1,358 -589 -30%
FNT
406
First National Trust
Pennsylvania
$252K 1,336 -40 -3%
SFS
407
Sowell Financial Services
Arkansas
$248K 1,316 – –
BO
408
BRR OpCo
Ohio
$245K 1,301 – –
SWM
409
Sugarloaf Wealth Management
Georgia
$244K 1,293 +1,293 New
TNB
410
Thomasville National Bank
Georgia
$243K 1,290 – –
ZCA
411
Zeke Capital Advisors
Pennsylvania
$238K 1,264 – –
ACI
412
Alpha Cubed Investments
California
$237K 1,256 – –
MWM
413
Meridian Wealth Management
Kentucky
$237K 1,262 – –
CCMW
414
Cypress Capital Management (Wyoming)
Wyoming
$235K 1,245 -5,158 -81%
CWS
415
Cypress Wealth Services
California
$231K 1,225 +1 +0.1%
BWA
416
Burt Wealth Advisors
Maryland
$226K 1,200 – –
CAM
417
Cubic Asset Management
Massachusetts
$223K 1,185 +1,185 New
APW
418
Austin Private Wealth
Texas
$222K 1,178 +1,178 New
TRCT
419
Tower Research Capital (TRC)
New York
$222K 1,179 +1,179 New
CF
420
Corrigan Financial
Rhode Island
$221K 1,171 -21 -2%
AAM
421
Autus Asset Management
Arizona
$219K 1,160 – –
FAM
422
Flaharty Asset Management
Florida
$218K 1,156 -583 -34%
BOS
423
Bingham Osborn & Scarborough
California
$214K 1,138 -389 -25%
NFG
424
Nations Financial Group
Iowa
$211K 1,120 +1,120 New
WA
425
WBH Advisory
Maryland
$206K 1,094 +1,094 New
15 16
17
18 19