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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$284M
2
ST
Sentinel Trust
Texas
$170M
3
CS
Credit Suisse
Switzerland
$60.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.2M
5
CAM
Cresset Asset Management
Illinois
$30.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$366M
2
Bank of America
Bank of America
North Carolina
$169M
3
RJA
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFWM
51
Wechter Feldman Wealth Management
New Jersey
$19.1M +$85.9K +515 +0.5%
BAAM
52
Baker Avenue Asset Management
California
$18.9M -$1.7M -10,227 -8%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$18.6M -$807K -4,841 -4%
SI
54
Stephens Inc
Arkansas
$17.9M +$598K +3,589 +3%
SP
55
Stairway Partners
Illinois
$17.4M -$103K -620 -0.6%
TRCT
56
Tower Research Capital (TRC)
New York
$17.1M +$17.1M +102,723 +177,109%
SF
57
Synovus Financial
Georgia
$16.4M -$8.15M -48,861 -33%
HighTower Advisors
58
HighTower Advisors
Illinois
$15.7M +$2M +11,962 +15%
OBWP
59
O'Brien Wealth Partners
Massachusetts
$15.7M -$145K -872 -0.9%
TI
60
Truepoint Inc
Ohio
$14.1M -$71.8K -431 -0.5%
CA
61
Clearstead Advisors
Ohio
$14M +$167 +1 +0%
I
62
IberiaBank
Louisiana
$13.6M +$13.6M +81,302 New
WA
63
Waverly Advisors
Alabama
$13.5M -$303K -1,817 -2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$30.5K +183 +0.2%
DPI
65
Diversified Portfolios Inc
Michigan
$13.2M +$25.2K +151 +0.2%
CFGF
66
Compass Financial Group (Florida)
Florida
$12.6M -$132K -789 -1%
RMC
67
Regis Management Company
California
$12M +$5.99M +35,934 +100%
SG Americas Securities
68
SG Americas Securities
New York
$11.4M +$11.4M +68,412 New
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$10.9M +$958K +5,745 +10%
GAG
70
GM Advisory Group
New York
$10.5M -$2.01M -12,068 -16%
Mariner
71
Mariner
Kansas
$10.3M +$374K +2,245 +4%
BFPW
72
BOK Financial Private Wealth
Colorado
$10.3M +$803K +4,820 +8%
TWM
73
Tolleson Wealth Management
Texas
$10.3M +$326K +1,954 +3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$10.2M +$1.3M +7,827 +15%
Stifel Financial
75
Stifel Financial
Missouri
$10.1M -$27.1M -162,173 -73%
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