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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 %
RJA
76
Raymond James & Associates
Florida
$12.5M 66,446 +15,184 +30%
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$11.9M 63,206 +462 +0.7%
TWM
78
Tolleson Wealth Management
Texas
$11.9M 63,075 +5,248 +9%
PAS
79
Park Avenue Securities
New York
$11.8M 62,740 +13,486 +27%
CDIA
80
Capital Directions Investment Advisors
Georgia
$11.6M 61,413 – –
MML Investors Services
81
MML Investors Services
Massachusetts
$11.4M 60,253 +16,894 +39%
Mariner
82
Mariner
Kansas
$10.9M 57,974 -2,048 -3%
CA
83
Cumberland Advisors
Florida
$10.5M 55,654 -2,370 -4%
VDI
84
Vaughan David Investments
Illinois
$10.3M 54,775 – –
GT
85
Glenmede Trust
Pennsylvania
$10.1M 53,704 +20,827 +63%
GCA
86
Greenwood Capital Associates
South Carolina
$9.42M 50,164 -190 -0.4%
FT
87
Fiduciary Trust
Massachusetts
$9.15M 48,545 – –
BPWA
88
Beacon Pointe Wealth Advisors
California
$9.05M 47,984 +249 +0.5%
CWM
89
Campbell Wealth Management
Virginia
$8.52M 45,212 +2,399 +6%
BFPW
90
BOK Financial Private Wealth
Colorado
$8.35M 44,310 -671 -1%
Stifel Financial
91
Stifel Financial
Missouri
$8.28M 43,935 +4,294 +11%
JIC
92
Johnson Investment Counsel
Ohio
$8.11M 43,050 +297 +0.7%
CCA
93
Conservest Capital Advisors
Pennsylvania
$7.99M 42,395 -507 -1%
IWAG
94
Integer Wealth Advisors Group
Georgia
$7.79M 40,412 +40,412 New
CAN
95
Cetera Advisor Networks
California
$7.52M 39,899 +426 +1%
V
96
Veritable
Delaware
$7.51M 39,832 +184 +0.5%
RBC
97
Roble Belko & Company
Pennsylvania
$7.37M 39,114 – –
IIM
98
Ipswich Investment Management
Massachusetts
$7.17M 38,016 -235 -0.6%
Fiera Capital (Canada)
99
Fiera Capital (Canada)
Quebec, Canada
$7.09M 37,607 – –
WC
100
Wealth CMT
New Jersey
$7.03M 37,311 +37,311 New
2 3
4
5 6