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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
+$57.2M
2
GA
Geller Advisors
New York
+$54M
3
Invesco
Invesco
Georgia
+$34.3M
4
Goldman Sachs
Goldman Sachs
New York
+$27.6M
5
Morgan Stanley
Morgan Stanley
New York
+$26.6M

Top Sellers

1
ST
Sentinel Trust
Texas
-$76.2M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$28.7M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
-$20.7M
4
UBS Group
UBS Group
Switzerland
-$16M
5
AB
Amalgamated Bank
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
476
1834 Investment Advisors
Wisconsin
$15K – – –
CAAS
477
Capital Asset Advisory Services
Michigan
$14K +$14K +89 New
IA
478
Independence Advisors
Pennsylvania
$13K – – –
MAM
479
Marquette Asset Management
Minnesota
$12K – – –
GSWM
480
Golden State Wealth Management
California
$12K +$12K +81 New
APWM
481
Atlas Private Wealth Management
New York
$10K – – –
UFF
482
USA Financial Formulas
Michigan
$9K -$587K -3,786 -98%
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
LFG
484
LifePlan Financial Group
Ohio
$6K – – –
WP
485
WealthShield Partners
North Carolina
$6K – – –
GRP
486
Global Retirement Partners
California
$6K – – –
HWA
487
Heritage Wealth Advisors
Virginia
$4.6K – – –
ACA
488
Atlas Capital Advisors
Wyoming
$4.01K – – –
LS
489
Leelyn Smith
Illinois
$4K – – –
CFFP
490
Center for Financial Planning
Michigan
$4K – – –
RCA
491
Ranch Capital Advisors
Florida
$2K – – –
DI
492
Disciplined Investments
Oklahoma
$2K +$2K +12 New
FMP
493
Financial Management Professionals
Texas
$1K – – –
WFWM
494
Wechter Feldman Wealth Management
New Jersey
– -$20.7M -109,935 Closed
OSAM
495
O'Shaughnessy Asset Management
Connecticut
– -$15.3M -81,365 Closed
SHIM
496
Stone House Investment Management
Pennsylvania
– -$14.8M -78,464 Closed
PAS
497
Park Avenue Securities
New York
– -$11.8M -62,740 Closed
FSA
498
Financial Services Advisory
Maryland
– -$4.13M -21,907 Closed
TAM
499
Tocqueville Asset Management
New York
– -$2.35M -12,483 Closed
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
– -$2.21M -12,035 Closed
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