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iShares Russell 3000 ETF

517 hedge funds and large institutions have $4.99B invested in iShares Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 208 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.1M

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$22.8M)

0% more funds holding

Funds holding: 516517 (+1)

0.62% less ownership

Funds ownership: 53.34%52.72% (-0.62%)

51% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 208

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
10.43%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.05%
New
39
Increased
101
Reduced
208
Closed
35
Calls
$3.24M
Puts
$1.1M
Net Calls
+$2.13M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$39.8M -$1.13M -5,852 -3%
ST
27
Sentinel Trust
Texas
$39.3M -$4.13M -21,361 -10%
BP
28
Ballentine Partners
Massachusetts
$37.4M +$9.68M +50,045 +35%
CAM
29
Cresset Asset Management
Illinois
$35.8M +$341K +1,764 +1%
TF
30
TIAA FSB
Florida
$35.8M -$522K -2,698 -1%
Bessemer Group
31
Bessemer Group
New Jersey
$35.3M -$294K -1,520 -0.8%
MG
32
McCutchen Group
Washington
$32.3M -$753K -3,892 -2%
RMDI
33
R.M. Davis Inc
Maine
$30.6M
CB
34
Commerce Bank
Missouri
$30.2M -$315K -1,626 -1%
WRTC
35
Wind River Trust Company
Wyoming
$29M
CWM
36
Calamos Wealth Management
Illinois
$28.2M +$2.79M +14,425 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$28M -$775K -4,003 -3%
TWM
38
Tanglewood Wealth Management
Texas
$27.6M -$833K -4,306 -3%
DC
39
Derby & Company
Massachusetts
$27.1M +$252K +1,301 +0.9%
FSA
40
Financial Services Advisory
Maryland
$26.9M -$1.44M -7,435 -5%
HFS
41
Hantz Financial Services
Michigan
$26M -$1.5M -7,777 -6%
CG
42
Caprock Group
Idaho
$25.9M -$6.1M -31,539 -19%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$25.8M -$159K -823 -0.6%
BJL
44
Brighton Jones LLC
Washington
$25.6M +$75.1K +388 +0.3%
SI
45
Stephens Inc
Arkansas
$24.6M +$6.83M +35,308 +39%
GAG
46
GM Advisory Group
New York
$24.2M -$57.3K -296 -0.2%
Franklin Resources
47
Franklin Resources
California
$23.8M +$22.1M +114,372 +1,590%
US Bancorp
48
US Bancorp
Minnesota
$23.5M -$56.8M -293,465 -71%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$22.6M -$265K -1,368 -1%
GDP
50
Great Diamond Partners
Maine
$22.6M -$993K -5,134 -4%

IWV Hedge Fund Activity: Q3 2020 in Review

517 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q3 2020, worth a combined $4.99B — up 0.46% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IWV positions and 35 closed out — a net gain of 4 holders — while 101 added to existing stakes and 208 trimmed.

The largest buyer was Franklin Resources, adding an estimated $22.1M. The largest seller was BlackRock, cutting an estimated $138M.

  • 517 institutional investors held iShares Russell 3000 ETF (IWV) as of Q3 2020, up from 516 in Q2 2020.
  • Funds reported $4.99B of iShares Russell 3000 ETF stock for Q3 2020, up 0.46% quarter-over-quarter.
  • 39 funds opened new iShares Russell 3000 ETF positions in Q3 2020 and 35 closed out, a net change of +4 holders.
  • The largest iShares Russell 3000 ETF buyer in Q3 2020 was Franklin Resources, an estimated $22.1M added.
  • The largest iShares Russell 3000 ETF seller in Q3 2020 was BlackRock, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2020.