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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 %
WWM
426
Windsor Wealth Management
Indiana
$205K 1,085 +1,085 New
MA
427
MONECO Advisors
Connecticut
$200K 1,032 +1,032 New
CCM
428
Cribstone Capital Management
Maine
$189K 1,002 -1,535 -61%
ClearBridge Investments
429
ClearBridge Investments
New York
$174K 916 +916 New
PK
430
Pflug Koory
Nebraska
$170K 904 – –
HIA
431
Harbor Investment Advisory
Maryland
$157K 835 +835 New
AP
432
Americana Partners
Texas
$150K 797 +797 New
ST
433
Smithfield Trust
Pennsylvania
$137K 728 – –
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137K 725 – –
NCM
435
New Capital Management
Texas
$135K 718 – –
WEC
436
Winslow Evans & Crocker
Massachusetts
$134K 710 – –
TIM
437
Tortoise Investment Management
New York
$133K 705 – –
VCP
438
Verus Capital Partners
Arizona
$133K 707 +707 New
AIC
439
Ameritas Investment Company
Nebraska
$132K 702 -64 -8%
FHA
440
Flagship Harbor Advisors
Massachusetts
$129K 687 – –
NG
441
NWK Group
California
$126K 669 +669 New
SWA
442
Sutton Wealth Advisors
Florida
$125K 665 +35 +6%
PMFA
443
Plante Moran Financial Advisors
Michigan
$125K 662 – –
QCG
444
Quadrant Capital Group
Ohio
$124K 660 – –
SFSG
445
Stearns Financial Services Group
North Carolina
$122K 648 +3 +0.5%
IF
446
Ironwood Financial
Arizona
$113K 600 +70 +13%
JAM
447
JCIC Asset Management
Ontario, Canada
$111K 590 – –
KBFS
448
Kohmann Bosshard Financial Services
Ohio
$105K 555 +555 New
HFS
449
HBC Financial Services
Washington
$84K 446 +446 New
BCWM
450
Bartlett & Co Wealth Management
Ohio
$76.2K 404 +1 +0.2%
16 17
18
19 20