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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
$284M
2
ST
Sentinel Trust
Texas
$170M
3
CS
Credit Suisse
Switzerland
$60.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.2M
5
CAM
Cresset Asset Management
Illinois
$30.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$366M
2
Bank of America
Bank of America
North Carolina
$169M
3
RJA
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$37.3M -$34.6M -207,269 -48%
TF
27
TIAA FSB
Florida
$35.4M -$20M -119,752 -36%
TF
28
TLWM Financial
Texas
$35M +$139K +830 +0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$33.3M +$12.2M +72,934 +58%
FWIA
30
Fort Washington Investment Advisors
Ohio
$31.3M -$3.83K -23 -0%
CAM
31
Cresset Asset Management
Illinois
$30.9M +$27M +161,867 +686%
Bessemer Group
32
Bessemer Group
New Jersey
$30.5M -$741K -4,447 -2%
William Blair & Company
33
William Blair & Company
Illinois
$29.5M +$2.84M +17,015 +11%
BlackRock
34
BlackRock
New York
$28.1M +$26.8M +160,511 +2,026%
CWM
35
Calamos Wealth Management
Illinois
$27.8M -$2.33M -13,957 -8%
US Bancorp
36
US Bancorp
Minnesota
$27.5M -$1.08M -6,469 -4%
AB
37
Amalgamated Bank
New York
$27.2M -$9M -54,000 -25%
BP
38
Ballentine Partners
Massachusetts
$26.1M -$363K -2,179 -1%
MG
39
McCutchen Group
Washington
$25.7M +$31.7K +190 +0.1%
Brown Advisory
40
Brown Advisory
Maryland
$25.5M -$168K -1,008 -0.7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$25.5M -$7.13M -42,764 -22%
BJL
42
Brighton Jones LLC
Washington
$25.1M -$372K -2,231 -1%
WRTC
43
Wind River Trust Company
Wyoming
$24.7M – – –
CB
44
Commerce Bank
Missouri
$24.1M -$125K -750 -0.5%
UCFA
45
United Capital Financial Advisors
Texas
$23.8M -$2.67M -15,996 -10%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$23.6M -$1.92M -11,493 -7%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$23.5M +$14.6M +87,360 +163%
DC
48
Derby & Company
Massachusetts
$20.9M +$686K +4,114 +3%
State Street
49
State Street
Massachusetts
$20.7M -$3.7M -22,213 -15%
TA
50
Tiedemann Advisors
New York
$19.3M +$654K +3,921 +4%
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