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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$45.1M 239,169 +17,925 +8%
FWIA
27
Fort Washington Investment Advisors
Ohio
$41.8M 221,517 +32,485 +17%
TF
28
TLWM Financial
Texas
$40.7M 216,080 +870 +0.4%
TF
29
TIAA FSB
Florida
$36.8M 195,027 -17,346 -8%
TWM
30
Tanglewood Wealth Management
Texas
$36.3M 192,596 -3,958 -2%
William Blair & Company
31
William Blair & Company
Illinois
$34.8M 184,498 +3,813 +2%
CAM
32
Cresset Asset Management
Illinois
$34.5M 182,918 -549 -0.3%
Bessemer Group
33
Bessemer Group
New Jersey
$34.4M 182,483 – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$32.9M 174,758 +49,140 +39%
HighTower Advisors
35
HighTower Advisors
Illinois
$31.8M 168,583 -619 -0.4%
PCP
36
Proficio Capital Partners
Massachusetts
$31.5M 166,931 +47,227 +39%
BP
37
Ballentine Partners
Massachusetts
$30.4M 161,307 -342 -0.2%
CB
38
Commerce Bank
Missouri
$29M 153,992 +265 +0.2%
MG
39
McCutchen Group
Washington
$28.6M 151,735 -1,156 -0.8%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$28M 148,485 -3,555 -2%
WRTC
41
Wind River Trust Company
Wyoming
$27.9M 147,932 – –
BJL
42
Brighton Jones LLC
Washington
$27.9M 147,901 -2,721 -2%
Allianz Asset Management
43
Allianz Asset Management
Germany
$27.8M 147,551 +40,284 +38%
CWM
44
Calamos Wealth Management
Illinois
$24.9M 132,324 -1 -0%
Brown Advisory
45
Brown Advisory
Maryland
$24.4M 129,272 -5,022 -4%
DC
46
Derby & Company
Massachusetts
$24.2M 128,619 +1,818 +1%
UCFA
47
United Capital Financial Advisors
Texas
$24.1M 128,046 -3,650 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$23.4M 124,028 +6,681 +6%
GDP
49
Great Diamond Partners
Maine
$22.3M 118,284 +118,284 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$21.5M 113,918 +3,479 +3%
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