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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$117M
2
ST
Sentinel Trust
Texas
+$80.2M
3
CS
Credit Suisse
Switzerland
+$58.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$42M
5
CAM
Cresset Asset Management
Illinois
+$27M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
-$178M
2
Bank of America
Bank of America
North Carolina
-$111M
3
RJA
Raymond James & Associates
Florida
-$43.5M
4
Morgan Stanley
Morgan Stanley
New York
-$37.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
451
Financial Management Professionals
Texas
$1K – – –
LWA
452
Lenox Wealth Advisors
New York
$1K – – –
JPLA
453
Joseph P. Lucia & Associates
New York
$110 +$110 +18,746 New
SGCA
454
Steel Grove Capital Advisors
Tennessee
– -$17.5M -119,271 Closed
B
455
Barings
North Carolina
– -$16.3M -110,727 Closed
OSAM
456
O'Shaughnessy Asset Management
Connecticut
– -$14.4M -97,996 Closed
CPIG
457
Chicago Partners Investment Group
Illinois
– -$11.4M -74,800 Closed
CDIA
458
Capital Directions Investment Advisors
Georgia
– -$8.86M -60,289 Closed
Federated Hermes
459
Federated Hermes
Pennsylvania
– -$8.2M -55,817 Closed
DSA
460
Davis Selected Advisers
Arizona
– -$7.95M -54,132 Closed
MHI
461
Miller Howard Investments
New York
– -$7.35M -50,016 Closed
Diamond Hill Capital Management
462
Diamond Hill Capital Management
Ohio
– -$5.69M -38,720 Closed
HCC
463
Hirtle Callaghan & Co
Pennsylvania
– -$4.67M -31,800 Closed
Koshinski Asset Management
464
Koshinski Asset Management
Illinois
– -$1.25M -24,221 Closed
CAM
465
Congress Asset Management
Massachusetts
– -$3.48M -23,656 Closed
DIA
466
Davidson Investment Advisors
Montana
– -$2.93M -19,970 Closed
1SAMC
467
12th Street Asset Management Company
Tennessee
– -$2.34M -15,932 Closed
ZIM
468
Zacks Investment Management
Illinois
– -$2.25M -15,306 Closed
CRM
469
Cramer Rosenthal McGlynn
Connecticut
– -$2.24M -15,260 Closed
PWAG
470
Polaris Wealth Advisory Group
California
– -$2.19M -14,910 Closed
HHGA
471
Halbert Hargrove Global Advisors
California
– -$2.03M -13,845 Closed
AI
472
Atria Investments
North Carolina
– -$1.74M -11,838 Closed
FHA
473
First Horizon Advisors
Tennessee
– -$1.68M -11,443 Closed
ACM
474
American Capital Management
New York
– -$1.32M -8,970 Closed
ACM
475
Alta Capital Management
Utah
– -$939K -6,395 Closed
17 18
19
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