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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 %
ZIM
501
Zacks Investment Management
Illinois
– -$1.83M -9,710 Closed
MWP
502
MYCIO Wealth Partners
Pennsylvania
– -$1.8M -9,535 Closed
MCM
503
Monument Capital Management
Virginia
– -$1.25M -6,649 Closed
PTC
504
Philadelphia Trust Company
Pennsylvania
– -$1.23M -6,500 Closed
Millennium Management
505
Millennium Management
New York
– -$917K -4,865 Closed
HA
506
HC Advisors
Georgia
– -$899K -4,770 Closed
IAA
507
Independent Advisor Alliance
North Carolina
– -$838K -4,445 Closed
FNBT
508
FineMark National Bank & Trust
Florida
– -$744K -3,946 Closed
SXL
509
Summit X LLC
Missouri
– -$741K -3,900 Closed
JWCA
510
J.W. Cole Advisors
Florida
– -$627K -3,324 Closed
RP
511
Rice Partnership
Hawaii
– -$538K -2,855 Closed
Barclays
512
Barclays
United Kingdom
– -$524K -2,778 Closed
CG
513
Colony Group
Massachusetts
– -$491K -2,603 Closed
CRWM
514
Castle Rock Wealth Management
California
– -$504K -2,572 Closed
GLA
515
Great Lakes Advisors
Illinois
– -$474K -2,515 Closed
HIS
516
Harvest Investment Services
Illinois
– -$413K -2,193 Closed
DSA
517
Davis Selected Advisers
Arizona
– -$387K -2,053 Closed
BFA
518
Beacon Financial Advisory
Ohio
– -$381K -2,023 Closed
SGCA
519
Steel Grove Capital Advisors
Tennessee
– -$360K -1,911 Closed
DLCIG
520
D.L. Carlson Investment Group
New Hampshire
– -$330K -1,751 Closed
SWPG
521
Strategic Wealth Partners Group
Illinois
– -$306K -1,623 Closed
CA
522
Calton & Associates
Florida
– -$290K -1,539 Closed
BFG
523
Barber Financial Group
Kansas
– -$290K -1,538 Closed
OWD
524
Osborn Williams & Donohoe
Ohio
– -$287K -1,523 Closed
I
525
INVST
Indiana
– -$263K -1,393 Closed
19 20
21
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