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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
401
Bartlett & Co Wealth Management
Ohio
$239K 1,325 +1,000 +308%
VWA
402
V Wealth Advisors
Kansas
$238K 1,321 -575 -30%
SWPG
403
Strategic Wealth Partners Group
Illinois
$234K 1,297 +1,297 New
BO
404
BRR OpCo
Ohio
$234K 1,301 +1,301 New
PS
405
Portfolio Solutions
Michigan
$233K 1,293 -262 -17%
TNB
406
Thomasville National Bank
Georgia
$232K 1,290 – –
PL
407
Plancorp LLC
Missouri
$231K 1,281 +1,281 New
ZCA
408
Zeke Capital Advisors
Pennsylvania
$228K 1,264 -356 -22%
MWM
409
Meridian Wealth Management
Kentucky
$227K 1,262 +1,262 New
CRC
410
Curi RMB Capital
Illinois
$224K 1,242 -305 -20%
LRIA
411
Leonard Rickey Investment Advisors
Washington
$222K 1,232 -328 -21%
CCMW
412
Cypress Capital Management (Wyoming)
Wyoming
$222K 1,233 -20 -2%
SPIA
413
Steward Partners Investment Advisory
New York
$220K 1,223 +1,223 New
MYIA
414
Mount Yale Investment Advisors
Colorado
$219K 1,214 -464 -28%
CWS
415
Cypress Wealth Services
California
$219K 1,217 +1,217 New
KIA
416
KCM Investment Advisors
California
$219K 1,219 +1,219 New
NEGWA
417
New England Guild Wealth Advisors
Connecticut
$218K 1,208 -150 -11%
SWM
418
Sugarloaf Wealth Management
Georgia
$217K 1,203 -97 -7%
CG
419
Colony Group
Massachusetts
$217K 1,207 +1,207 New
BWA
420
Burt Wealth Advisors
Maryland
$216K 1,200 – –
RWA
421
RGT Wealth Advisors
Texas
$215K 1,192 +1,192 New
BDF
422
Balasa Dinverno & Foltz
$213K 1,180 -2,017 -63%
CAM
423
Cubic Asset Management
Massachusetts
$213K 1,185 -490 -29%
CF
424
Corrigan Financial
Rhode Island
$213K 1,181 +1,181 New
LFA
425
Lighthouse Financial Advisors
Maryland
$211K 1,174 +1,174 New
15 16
17
18 19