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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 %
CA
76
Cumberland Advisors
Florida
$10.1M -$9.93M -59,580 -50%
MML Investors Services
77
MML Investors Services
Massachusetts
$10.1M +$5.57M +33,387 +123%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$10M -$1.64M -9,847 -14%
RJA
79
Raymond James & Associates
Florida
$9.93M -$43.5M -261,215 -81%
MFBTD
80
MB Financial Bank - Trust Department
Illinois
$9.67M – – –
VDI
81
Vaughan David Investments
Illinois
$9.13M – – –
Comerica Bank
82
Comerica Bank
Texas
$8.73M -$7.31M -42,947 -46%
PCP
83
Proficio Capital Partners
Massachusetts
$8.65M +$8.65M +51,905 New
NSCM
84
New South Capital Management
Tennessee
$8.6M +$8.6M +51,600 New
GCA
85
Greenwood Capital Associates
South Carolina
$8.42M -$326K -1,957 -4%
BPWA
86
Beacon Pointe Wealth Advisors
California
$8.11M -$167K -1,001 -2%
Prudential Financial
87
Prudential Financial
New Jersey
$7.55M -$376K -2,258 -5%
JIC
88
Johnson Investment Counsel
Ohio
$7.29M -$76K -456 -1%
CCA
89
Conservest Capital Advisors
Pennsylvania
$7.17M +$11.7K +70 +0.2%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$7.14M +$41.7K +250 +0.6%
CAN
91
Cetera Advisor Networks
California
$6.88M -$224K -1,343 -3%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$6.64M +$100K +600 +2%
V
93
Veritable
Delaware
$6.55M -$1.17M -7,027 -15%
RBC
94
Roble Belko & Company
Pennsylvania
$6.53M – – –
CWM
95
Chesapeake Wealth Management
Virginia
$6.27M -$290K -1,737 -4%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$6.27M +$505K +3,031 +9%
IIM
97
Ipswich Investment Management
Massachusetts
$6.25M +$128K +768 +2%
Citadel Advisors
98
Citadel Advisors
Florida
$6.21M +$6.21M +37,246 New
CWM
99
Campbell Wealth Management
Virginia
$6.03M +$351K +2,106 +6%
PAS
100
Park Avenue Securities
New York
$5.82M +$5.82M +34,540 New
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4
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