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iShares Russell 3000 ETF
IWV

Overview Fund Activity

512 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
512
Holders Change
+56
Holders Change %
+12.28%
% 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
1.03%
New
88
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
1
Truist Financial
North Carolina
$108M
2
TFF
2
The Family Firm
Maryland
$46.5M
3
GDP
3
Great Diamond Partners
Maine
$22.3M
4
Wells Fargo
4
Wells Fargo
California
$73.4M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$15.3M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
SCM
2
SCS Capital Management
Massachusetts
$720M
3
AB
3
Amalgamated Bank
New York
$66.4M
4
VF
4
Virtu Financial
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$21.4M 133,368 +11,847 +10%
State Street
52
State Street
Massachusetts
$21.2M 112,397 -9,433 -8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$21.1M 111,941 -20,757 -16%
WFWM
54
Wechter Feldman Wealth Management
New Jersey
$20.7M 109,935 -1,093 -1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$20.4M 108,287 +5,833 +6%
BAAM
56
Baker Avenue Asset Management
California
$20.2M 107,180 -2,726 -2%
SP
57
Stairway Partners
Illinois
$19.4M 102,794 – –
TA
58
Tiedemann Advisors
New York
$19.4M 102,688 -8,807 -8%
GAG
59
GM Advisory Group
New York
$19M 100,996 +28,535 +39%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$17.9M 94,949 +60,428 +175%
CA
61
Clearstead Advisors
Ohio
$17.8M 94,305 +1 +0%
SF
62
Synovus Financial
Georgia
$17.1M 90,733 -3,300 -4%
SI
63
Stephens Inc
Arkansas
$16.5M 87,413 +965 +1%
OBWP
64
O'Brien Wealth Partners
Massachusetts
$15.4M 81,434 -4,188 -5%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$15.3M 81,365 +81,365 New
I
66
IberiaBank
Louisiana
$15.3M 80,967 -335 -0.4%
TI
67
Truepoint Inc
Ohio
$15.1M 80,158 -1,295 -2%
SHIM
68
Stone House Investment Management
Pennsylvania
$14.8M 78,464 +4,344 +6%
DPI
69
Diversified Portfolios Inc
Michigan
$14.1M 75,041 -768 -1%
CFGF
70
Compass Financial Group (Florida)
Florida
$14M 74,491 -1,177 -2%
SIM
71
Strategic Investment Management
Virginia
$13.9M 73,795 +73,435 +20,399%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13.5M 71,802 -265 -0.4%
WA
73
Waverly Advisors
Alabama
$12.7M 65,181 -13,620 -17%
AC
74
AlphaCore Capital
California
$12.7M 67,509 +67,509 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$12.5M 66,041 -3,276 -5%
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3
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