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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
$272M
2
GA
Geller Advisors
New York
$54M
3
Invesco
Invesco
Georgia
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
Morgan Stanley
Morgan Stanley
New York
$117M

Top Sellers

1
ST
Sentinel Trust
Texas
$67.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$168M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
$0
4
UBS Group
UBS Group
Switzerland
$78.9M
5
AB
Amalgamated Bank
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
51
GM Advisory Group
New York
$18.6M +$3.65M +24,609 +24%
GDP
52
Great Diamond Partners
Maine
$18.4M +$824K +5,552 +5%
HighTower Advisors
53
HighTower Advisors
Illinois
$17.9M -$7.12M -47,986 -28%
Citadel Advisors
54
Citadel Advisors
Florida
$17.6M +$17.6M +118,537 New
UCFA
55
United Capital Financial Advisors
Texas
$16.9M -$2.08M -14,054 -11%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$16.8M +$692K +4,668 +4%
SF
57
Synovus Financial
Georgia
$16.5M +$3.01M +20,319 +22%
AC
58
AlphaCore Capital
California
$16.2M +$6.18M +41,653 +62%
Brown Advisory
59
Brown Advisory
Maryland
$15.4M -$3.82M -25,761 -20%
SP
60
Stairway Partners
Illinois
$15.2M -$8.9K -60 -0.1%
State Street
61
State Street
Massachusetts
$15.2M -$1.46M -9,856 -9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$15.2M -$6.7M -45,190 -31%
TA
63
Tiedemann Advisors
New York
$15.1M -$131K -886 -0.9%
HF
64
HRT Financial
New York
$14.8M +$14.8M +100,000 New
CA
65
Clearstead Advisors
Ohio
$14.5M +$496K +3,344 +4%
RJA
66
Raymond James & Associates
Florida
$14.1M +$4.23M +28,500 +43%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$13.7M -$2.92M -19,684 -18%
IC
68
IEQ Capital
California
$13.1M +$8.53M +57,520 +186%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$12.8M -$5.57M -37,577 -30%
EWF
70
Epstein & White Financial
California
$12.6M +$12.6M +84,954 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$12M -$4.92M -33,196 -29%
TI
72
Truepoint Inc
Ohio
$11.7M -$229K -1,544 -2%
DPI
73
Diversified Portfolios Inc
Michigan
$11.1M -$19K -128 -0.2%
SI
74
Stephens Inc
Arkansas
$11M -$1.94M -13,101 -15%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$11M +$305K +2,057 +3%
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3
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