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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 %
EW
426
Evoke Wealth
California
$88.3K +$88.3K +595 New
SFSG
427
Stearns Financial Services Group
North Carolina
$83K -$13K -88 -14%
FHA
428
Flagship Harbor Advisors
Massachusetts
$72K -$29.6K -200 -29%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$72K +$72K +488 New
KTC
430
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
FEG
431
Financial Enhancement Group
Indiana
$67K +$67K +450 New
NFG
432
Next Financial Group
Texas
$64K -$513K -3,479 -89%
HFS
433
HBC Financial Services
Washington
$60K -$2.52K -18 -4%
TFGT
434
TS Financial Group (TSFG)
Illinois
$59K – – –
CWM
435
Cranbrook Wealth Management
Michigan
$56K – – –
HR
436
Howe & Rusling
New York
$54K +$54K +362 New
FWC
437
First Washington Corp
Washington
$53K – – –
First Manhattan
438
First Manhattan
New York
$53K +$53K +360 New
OIA
439
Optimum Investment Advisors
Illinois
$50K -$3.68K -25 -7%
MCM
440
McMillion Capital Management
North Carolina
$50K – – –
FRA
441
Front Row Advisors
California
$50K – – –
SIC
442
Salem Investment Counselors
North Carolina
$49K – – –
WA
443
WestEnd Advisors
North Carolina
$48.7K -$3.56K -24 -7%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$48.2K -$11.7K -79 -20%
HI
445
Hudock Inc
Pennsylvania
$48K +$292 +2 +0.6%
BC
446
Bartlett & Co
Ohio
$48K +$48K +325 New
AIM
447
Anchor Investment Management
South Carolina
$47.5K – – –
SAM
448
S.A. Mason
Michigan
$46K – – –
DAM
449
Delta Asset Management
Tennessee
$43K – – –
IF
450
Ironwood Financial
Arizona
$39K -$51K -340 -57%
16 17
18
19 20