IWV icon

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 %
PA
476
Parallel Advisors
California
$31K 163 -27 -14%
VFA
477
Valeo Financial Advisors
Indiana
$31K 164 – –
LWANC
478
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K 165 – –
CFA
479
Carroll Financial Associates
North Carolina
$31K 165 +74 +81%
FWM
480
Filbrandt Wealth Management
Wisconsin
$31K 165 +165 New
SIAS
481
Shine Investment Advisory Services
Colorado
$29K 152 – –
JPLA
482
Joseph P. Lucia & Associates
New York
$29K 155 – –
CAL
483
Capital Advisors Ltd
Ohio
$28K 150 -30,214 -100%
CIAS
484
Capital Investment Advisory Services
North Carolina
$25K 135 – –
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$24K 128 – –
EWM
486
EPG Wealth Management
Georgia
$24K 125 +125 New
POIA
487
Pin Oak Investment Advisors
Texas
$21K 111 – –
BHWM
488
Bay Harbor Wealth Management
Maryland
$21K 112 – –
CCP
489
Clarkston Capital Partners
Michigan
$21K 111 +111 New
PA
490
Procyon Advisors
Connecticut
$21K 114 +114 New
MCWS
491
McKinley Carter Wealth Services
West Virginia
$20K 105 +105 New
OSNBOA
492
Old Second National Bank of Aurora
Illinois
$19K 100 – –
1IA
493
1834 Investment Advisors
Wisconsin
$19K 100 – –
WCG
494
Weaver Consulting Group
California
$17K 100 – –
FWP
495
FAS Wealth Partners
Kansas
$17K 88 +88 New
IA
496
Independence Advisors
Pennsylvania
$16K 86 +86 New
MAM
497
Marquette Asset Management
Minnesota
$15K 79 – –
APWM
498
Atlas Private Wealth Management
New York
$13K 67 +67 New
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K 55 – –
LFG
500
LifePlan Financial Group
Ohio
$8K 42 – –
18 19
20
21 22