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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 %
WCWM
401
Willow Creek Wealth Management
California
$208K -$6.23K -42 -3%
PGFC
402
Peapack-Gladstone Financial Corp
New Jersey
$208K – – –
FAIM
403
Financial Advocates Investment Management
Washington
$207K -$82.3K -555 -28%
BIC
404
Beach Investment Counsel
Pennsylvania
$207K – – –
CNB
405
Camden National Bank
Maine
$206K – – –
FCB
406
First Command Bank
Texas
$203K – – –
FCFS
407
First Command Financial Services
Texas
$203K – – –
NEGWA
408
New England Guild Wealth Advisors
Connecticut
$201K – – –
SWM
409
Sugarloaf Wealth Management
Georgia
$193K +$1.04K +7 +0.5%
CCMW
410
Cypress Capital Management (Wyoming)
Wyoming
$186K +$1.19K +8 +0.6%
BWA
411
Burt Wealth Advisors
Maryland
$178K – – –
CCM
412
Cribstone Capital Management
Maine
$142K -$7.15K -48 -5%
SWA
413
Sutton Wealth Advisors
Florida
$135K +$36.6K +247 +37%
PK
414
Pflug Koory
Nebraska
$130K -$4K -27 -3%
AIC
415
Ameritas Investment Company
Nebraska
$130K +$26.8K +182 +26%
Simplex Trading
416
Simplex Trading
Illinois
$127K +$127K +859 New
MWP
417
Meridian Wealth Partners
Pennsylvania
$114K +$54.1K +363 +90%
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K – – –
ST
419
Smithfield Trust
Pennsylvania
$108K – – –
WEC
420
Winslow Evans & Crocker
Massachusetts
$106K – – –
TIM
421
Tortoise Investment Management
New York
$105K – – –
VCP
422
Verus Capital Partners
Arizona
$104K -$741 -5 -0.7%
NG
423
NWK Group
California
$99K – – –
QCG
424
Quadrant Capital Group
Ohio
$98K – – –
PMFA
425
Plante Moran Financial Advisors
Michigan
$95K -$2.96K -20 -3%
15 16
17
18 19