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iShares Russell 3000 ETF
IWV

513 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 23

24% more funds holding in top 10

Funds holding in top 10: 42 → 52 (+10)

13% more funds holding

Funds holding: 456 → 513 (+57)

7% more capital invested

Capital invested by funds: $5.13B → $5.47B (+$339M)

0.6% more ownership

Funds ownership: 53.23% → 53.83% (+0.6%)

9% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 148

80% less call options, than puts

Call options by funds: $511K | Put options by funds: $2.53M

Holders
513
Holders Change
+57
Holders Change %
+12.5%
% of All Funds
10.11%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.02%
New
89
Increased
135
Reduced
148
Closed
23
Calls
$511K
Puts
$2.53M
Net Calls
-$2.02M
Net Calls Change
-$1.58M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$100M
2
TFF
The Family Firm
Maryland
+$44.5M
3
Wells Fargo
Wells Fargo
California
+$15.9M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$14.7M
5
Bank of America
Bank of America
North Carolina
+$13.9M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$198M
2
SCM
SCS Capital Management
Massachusetts
-$37.4M
3
AB
Amalgamated Bank
New York
-$23.6M
4
VF
Virtu Financial
New York
-$12.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$21.4M +$2.14M +11,847 +10%
State Street
52
State Street
Massachusetts
$21.2M -$1.7M -9,433 -8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$21.1M -$3.74M -20,757 -16%
WFWM
54
Wechter Feldman Wealth Management
New Jersey
$20.7M -$197K -1,093 -1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$20.4M +$1.05M +5,833 +6%
BAAM
56
Baker Avenue Asset Management
California
$20.2M -$491K -2,726 -2%
SP
57
Stairway Partners
Illinois
$19.4M – – –
TA
58
Tiedemann Advisors
New York
$19.4M -$1.59M -8,807 -8%
GAG
59
GM Advisory Group
New York
$19M +$5.14M +28,535 +39%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$17.9M +$10.9M +60,428 +175%
CA
61
Clearstead Advisors
Ohio
$17.8M +$180 +1 +0%
SF
62
Synovus Financial
Georgia
$17.1M -$595K -3,300 -4%
SI
63
Stephens Inc
Arkansas
$16.5M +$174K +965 +1%
OBWP
64
O'Brien Wealth Partners
Massachusetts
$15.4M -$755K -4,188 -5%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$15.3M +$14.7M +81,365 New
I
66
IberiaBank
Louisiana
$15.3M -$60.4K -335 -0.4%
TI
67
Truepoint Inc
Ohio
$15.1M -$233K -1,295 -2%
SHIM
68
Stone House Investment Management
Pennsylvania
$14.8M +$783K +4,344 +6%
DPI
69
Diversified Portfolios Inc
Michigan
$14.1M -$138K -768 -1%
CFGF
70
Compass Financial Group (Florida)
Florida
$14M -$212K -1,177 -2%
SIM
71
Strategic Investment Management
Virginia
$13.9M +$13.2M +73,435 +20,399%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13.5M -$47.8K -265 -0.4%
WA
73
Waverly Advisors
Alabama
$12.7M -$2.45M -13,620 -17%
AC
74
AlphaCore Capital
California
$12.7M +$12.2M +67,509 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$12.5M -$590K -3,276 -5%
1 2
3
4 5

IWV Hedge Fund Activity: Q4 2019 in Review

513 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2019, worth a combined $5.47B — up 6.6% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWV positions and 23 closed out — a net gain of 66 holders — while 135 added to existing stakes and 148 trimmed.

The largest buyer was Truist Financial, adding an estimated $100M. The largest seller was AQR Capital Management, exiting entirely with an estimated $198M sold.

  • 513 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2019, up from 456 in Q3 2019.
  • Funds reported $5.47B of iShares Russell 3000 ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 89 funds opened new iShares Russell 3000 ETF positions in Q4 2019 and 23 closed out, a net change of +66 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2019 was Truist Financial, an estimated $100M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2019 was AQR Capital Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2019.