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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
$272M
2
GA
Geller Advisors
New York
$54M
3
Invesco
Invesco
Georgia
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
Morgan Stanley
Morgan Stanley
New York
$117M

Top Sellers

1
ST
Sentinel Trust
Texas
$67.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$168M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
$0
4
UBS Group
UBS Group
Switzerland
$78.9M
5
AB
Amalgamated Bank
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
26
The Family Firm
Maryland
$35.6M -$1.05M -7,088 -3%
Invesco
27
Invesco
Georgia
$34.3M +$34.3M +231,099 New
William Blair & Company
28
William Blair & Company
Illinois
$33.2M +$5.81M +39,191 +21%
FWIA
29
Fort Washington Investment Advisors
Ohio
$32.9M +$19.4K +131 +0.1%
PCP
30
Proficio Capital Partners
Massachusetts
$32.6M +$5.7M +35,411 +21%
TF
31
TLWM Financial
Texas
$32.5M +$384K +2,590 +1%
SIM
32
Strategic Investment Management
Virginia
$30.8M +$19.9M +133,900 +181%
TF
33
TIAA FSB
Florida
$27.7M -$1.23M -8,270 -4%
Bessemer Group
34
Bessemer Group
New Jersey
$27.2M +$158K +1,063 +0.6%
CAM
35
Cresset Asset Management
Illinois
$27.1M – – –
WPW
36
Waldron Private Wealth
Pennsylvania
$25.3M -$10.4M -70,259 -29%
MG
37
McCutchen Group
Washington
$25.2M +$2.67M +18,010 +12%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$24M -$1.89M -12,760 -7%
CG
39
Caprock Group
Idaho
$24M +$24M +161,656 New
CB
40
Commerce Bank
Missouri
$23M +$163K +1,100 +0.7%
TWM
41
Tanglewood Wealth Management
Texas
$22.6M -$6M -40,432 -21%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$22.1M +$96.1K +648 +0.4%
WRTC
43
Wind River Trust Company
Wyoming
$21.9M – – –
UB
44
UMB Bank
Missouri
$21.8M +$21.1M +141,953 +2,731%
Osaic Holdings
45
Osaic Holdings
Arizona
$21.6M +$21.6M +186,120 New
BJL
46
Brighton Jones LLC
Washington
$21.4M -$553K -3,731 -3%
BP
47
Ballentine Partners
Massachusetts
$20.9M -$2.98M -20,084 -12%
HFS
48
Hantz Financial Services
Michigan
$20.8M +$20.8M +140,320 New
DC
49
Derby & Company
Massachusetts
$19.9M +$798K +5,378 +4%
CWM
50
Calamos Wealth Management
Illinois
$19.3M -$359K -2,418 -2%
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