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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
+$117M
2
ST
Sentinel Trust
Texas
+$80.2M
3
CS
Credit Suisse
Switzerland
+$58.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$42M
5
CAM
Cresset Asset Management
Illinois
+$27M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
-$178M
2
Bank of America
Bank of America
North Carolina
-$111M
3
RJA
Raymond James & Associates
Florida
-$43.5M
4
Morgan Stanley
Morgan Stanley
New York
-$37.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
476
Divergent Wealth Advisors
Utah
– -$901K -6,134 Closed
Principal Financial Group
477
Principal Financial Group
Iowa
– -$852K -5,799 Closed
MFC
478
Miramar Fiduciary Corp
Nevada
– -$796K -5,416 Closed
M&T Bank
479
M&T Bank
New York
– -$768K -5,227 Closed
GWS
480
Glassman Wealth Services
Virginia
– -$538K -3,665 Closed
CCMG
481
Clark Capital Management Group
Pennsylvania
– -$470K -3,200 Closed
RJT
482
Raymond James Trust
Florida
– -$373K -2,536 Closed
MCM
483
MV Capital Management
Maryland
– -$366K -2,489 Closed
BAC
484
Boys Arnold & Co
North Carolina
– -$352K -2,420 Closed
BIAS
485
Beacon Investment Advisory Services
New Jersey
– -$352K -2,393 Closed
IDA
486
Intelligence Driven Advisers
California
– -$343K -2,338 Closed
CFS
487
CRA Financial Services
New Jersey
– -$306K -2,085 Closed
CWM
488
Connecticut Wealth Management
Connecticut
– -$300K -2,045 Closed
KTA
489
Keeley-Teton Advisors
Illinois
– -$266K -1,811 Closed
MI
490
Markston International
New York
– -$257K -1,750 Closed
GFPC
491
Global Financial Private Capital
Florida
– -$234K -1,593 Closed
QAM
492
QCI Asset Management
New York
– -$228K -1,553 Closed
GLA
493
Great Lakes Advisors
Illinois
– -$220K -1,500 Closed
CHA
494
Cooper/Haims Advisors
New York
– -$216K -1,468 Closed
Cerity Partners
495
Cerity Partners
New York
– -$215K -1,460 Closed
AC
496
Alexandria Capital
Virginia
– -$213K -1,452 Closed
WWM
497
Western Wealth Management
Colorado
– -$204K -1,386 Closed
SCCM
498
Schafer Cullen Capital Management
New York
– -$201K -1,369 Closed
TJHA
499
Thomas J. Herzfeld Advisors
Florida
– -$169K -1,150 Closed
IFAM
500
Institutional & Family Asset Management
Colorado
– -$150K -1,019 Closed
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