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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 %
LFA
526
Lighthouse Financial Advisors
Maryland
– -$258K -1,373 Closed
BO
527
BRR OpCo
Ohio
– -$245K -1,301 Closed
MWM
528
Meridian Wealth Management
Kentucky
– -$237K -1,262 Closed
ACI
529
Alpha Cubed Investments
California
– -$237K -1,256 Closed
CWS
530
Cypress Wealth Services
California
– -$231K -1,225 Closed
TRCT
531
Tower Research Capital (TRC)
New York
– -$222K -1,179 Closed
APW
532
Austin Private Wealth
Texas
– -$222K -1,178 Closed
CF
533
Corrigan Financial
Rhode Island
– -$221K -1,171 Closed
AAM
534
Autus Asset Management
Arizona
– -$219K -1,160 Closed
FAM
535
Flaharty Asset Management
Florida
– -$218K -1,156 Closed
BOS
536
Bingham Osborn & Scarborough
California
– -$214K -1,138 Closed
WA
537
WBH Advisory
Maryland
– -$206K -1,094 Closed
WWM
538
Windsor Wealth Management
Indiana
– -$205K -1,085 Closed
MA
539
MONECO Advisors
Connecticut
– -$200K -1,032 Closed
ClearBridge Investments
540
ClearBridge Investments
New York
– -$174K -916 Closed
AP
541
Americana Partners
Texas
– -$150K -797 Closed
NCM
542
New Capital Management
Texas
– -$135K -718 Closed
JAM
543
JCIC Asset Management
Ontario, Canada
– -$111K -590 Closed
KBFS
544
Kohmann Bosshard Financial Services
Ohio
– -$105K -555 Closed
SIC
545
Samalin Investment Counsel
New York
– -$66K -355 Closed
PWP
546
Personal Wealth Partners
Minnesota
– -$66K -350 Closed
Chevy Chase Trust
547
Chevy Chase Trust
Maryland
– -$66K -350 Closed
RIA
548
Realta Investment Advisors
Delaware
– -$62K -334 Closed
CCP
549
Clarkston Capital Partners
Michigan
– -$21K -111 Closed
MCWS
550
McKinley Carter Wealth Services
West Virginia
– -$20K -105 Closed
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