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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 %
MWP
451
Meridian Wealth Partners
Pennsylvania
$76K 402 +402 New
TFGT
452
TS Financial Group (TSFG)
Illinois
$75K 400 – –
CWM
453
Cranbrook Wealth Management
Michigan
$71K 376 – –
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$70K 374 – –
OIA
455
Optimum Investment Advisors
Illinois
$69K 365 +25 +7%
FWC
456
First Washington Corp
Washington
$67K 355 – –
WA
457
WestEnd Advisors
North Carolina
$66.3K 352 – –
PWP
458
Personal Wealth Partners
Minnesota
$66K 350 – –
Chevy Chase Trust
459
Chevy Chase Trust
Maryland
$66K 350 +350 New
SIC
460
Samalin Investment Counsel
New York
$66K 355 +355 New
MCM
461
McMillion Capital Management
North Carolina
$64K 339 – –
SIC
462
Salem Investment Counselors
North Carolina
$62K 330 – –
RIA
463
Realta Investment Advisors
Delaware
$62K 334 – –
HI
464
Hudock Inc
Pennsylvania
$62K 327 +1 +0.3%
AIM
465
Anchor Investment Management
South Carolina
$60.3K 320 – –
SAM
466
S.A. Mason
Michigan
$58K 307 +307 New
FRA
467
Front Row Advisors
California
$57K 300 – –
DAM
468
Delta Asset Management
Tennessee
$54K 287 -22 -7%
DWA
469
Dougherty Wealth Advisers
Minnesota
$47K 250 – –
DSC
470
Duncker Streett & Co
Missouri
$45K 240 +240 New
JFA
471
JNBA Financial Advisors
Minnesota
$44K 235 -269 -53%
BA
472
Ballast Advisors
Minnesota
$42K 221 +221 New
EI
473
Ellevest Inc
New York
$40K 210 – –
LWM
474
Liberty Wealth Management
California
$39K 206 – –
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K 200 – –
17 18
19
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