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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 %
DWA
451
Dougherty Wealth Advisers
Minnesota
$37K – – –
DSC
452
Duncker Streett & Co
Missouri
$36K – – –
TWA
453
TCI Wealth Advisors
Arizona
$34K -$296K -2,000 -90%
EI
454
Ellevest Inc
New York
$31K – – –
LWM
455
Liberty Wealth Management
California
$31K – – –
BA
456
Ballast Advisors
Minnesota
$30K -$2.66K -18 -8%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K – – –
JFA
458
JNBA Financial Advisors
Minnesota
$29K -$6.13K -41 -17%
RDWM
459
Red Door Wealth Management
Tennessee
$29K +$29K +196 New
SW
460
SVB Wealth
Massachusetts
$28K -$1.82M -12,562 -98%
ANBT
461
American National Bank & Trust
Texas
$27K +$27K +180 New
VFA
462
Valeo Financial Advisors
Indiana
$26K – – –
PA
463
Parallel Advisors
California
$24K – – –
FWM
464
Filbrandt Wealth Management
Wisconsin
$24K – – –
CFA
465
Carroll Financial Associates
North Carolina
$24K – – –
LWANC
466
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
JPLA
467
Joseph P. Lucia & Associates
New York
$23K – – –
CAL
468
Capital Advisors Ltd
Ohio
$22K – – –
CIAS
469
Capital Investment Advisory Services
North Carolina
$20K – – –
EWM
470
EPG Wealth Management
Georgia
$19K – – –
BHWM
471
Bay Harbor Wealth Management
Maryland
$17K – – –
PA
472
Procyon Advisors
Connecticut
$17K – – –
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$2.45K -17 -13%
POIA
474
Pin Oak Investment Advisors
Texas
$16K – – –
WCG
475
Weaver Consulting Group
California
$15K – – –
17 18
19
20 21