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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UFF
501
USA Financial Formulas
Michigan
$10K 58 – –
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K 55 – –
LFG
503
LifePlan Financial Group
Ohio
$8K 42 – –
CAM
504
Costello Asset Management
Pennsylvania
$8K 46 +46 New
WP
505
WealthShield Partners
North Carolina
$7K 39 – –
GRP
506
Global Retirement Partners
California
$7K 40 – –
HWA
507
Heritage Wealth Advisors
Virginia
$5.58K 31 – –
CFFP
508
Center for Financial Planning
Michigan
$5K 26 – –
LS
509
Leelyn Smith
Illinois
$5K 28 – –
SIM
510
Sonora Investment Management
Arizona
$5K 25 +25 New
ACA
511
Atlas Capital Advisors
Wyoming
$4.86K 27 – –
PIMG
512
Patriot Investment Management Group
Tennessee
$2.16K 12 +12 New
DI
513
Disciplined Investments
Oklahoma
$2K 12 – –
FMP
514
Financial Management Professionals
Texas
$1K 8 – –
Invesco
515
Invesco
Georgia
– – -231,099 Closed
Mercer Global Advisors
516
Mercer Global Advisors
Colorado
– – -92,257 Closed
Jane Street
517
Jane Street
New York
– – -69,856 Closed
HTC
518
Hershey Trust Company
Pennsylvania
– – -57,500 Closed
CA
519
Cumberland Advisors
Florida
– – -53,754 Closed
WANY
520
Wealthspire Advisors (New York)
New York
– – -49,457 Closed
SSWM
521
Sheets Smith Wealth Management
North Carolina
– – -20,975 Closed
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
– – -18,299 Closed
Federated Hermes
523
Federated Hermes
Pennsylvania
– – -11,554 Closed
CCMG
524
Clark Capital Management Group
Pennsylvania
– – -7,069 Closed
Renaissance Technologies
525
Renaissance Technologies
New York
– – -5,800 Closed
18 19 20
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