iShares Russell 3000 ETF
513 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.
287% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 23
24% more funds holding in top 10
Funds holding in top 10: 42 → 52 (+10)
13% more funds holding
Funds holding: 456 → 513 (+57)
7% more capital invested
Capital invested by funds: $5.13B → $5.47B (+$339M)
0.6% more ownership
Funds ownership: 53.23% → 53.83% (+0.6%)
9% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 148
80% less call options, than puts
Call options by funds: $511K | Put options by funds: $2.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$100M |
| 2 |
TFF
The Family Firm
Bethesda,
Maryland
|
+$44.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$198M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$37.4M |
| 3 |
AB
Amalgamated Bank
New York
|
-$23.6M |
| 4 |
VF
Virtu Financial
New York
|
-$12.2M |
| 5 |
Bank of New York Mellon
New York
|
-$10.7M |
IWV Hedge Fund Activity: Q4 2019 in Review
513 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2019, worth a combined $5.47B — up 6.6% from $5.13B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IWV positions and 23 closed out — a net gain of 66 holders — while 135 added to existing stakes and 148 trimmed.
The largest buyer was Truist Financial, adding an estimated $100M. The largest seller was AQR Capital Management, exiting entirely with an estimated $198M sold.
- 513 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2019, up from 456 in Q3 2019.
- Funds reported $5.47B of iShares Russell 3000 ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
- 89 funds opened new iShares Russell 3000 ETF positions in Q4 2019 and 23 closed out, a net change of +66 holders.
- The largest iShares Russell 3000 ETF buyer in Q4 2019 was Truist Financial, an estimated $100M added.
- The largest iShares Russell 3000 ETF seller in Q4 2019 was AQR Capital Management, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2019.