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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 %
OBWP
76
O'Brien Wealth Partners
Massachusetts
$10.9M -$801K -5,556 -7%
CFGF
77
Compass Financial Group (Florida)
Florida
$10.4M -$634K -4,277 -6%
Jane Street
78
Jane Street
New York
$10.4M +$10.4M +69,856 New
GT
79
Glenmede Trust
Pennsylvania
$10.1M – – –
I
80
IberiaBank
Louisiana
$9.35M -$2.66M -17,911 -22%
CDIA
81
Capital Directions Investment Advisors
Georgia
$9.03M -$80.5K -543 -0.9%
Victory Capital Management
82
Victory Capital Management
Texas
$9M +$7.11M +47,928 +376%
Mariner
83
Mariner
Kansas
$8.85M +$200K +1,338 +2%
HTC
84
Hershey Trust Company
Pennsylvania
$8.53M +$8.53M +57,500 New
PP
85
Pegasus Partners
Wisconsin
$8.51M +$3M +20,209 +54%
SB
86
Simmons Bank
Arkansas
$8.17M +$3.24M +21,877 +66%
VDI
87
Vaughan David Investments
Illinois
$8.13M – – –
CA
88
Cumberland Advisors
Florida
$7.97M -$282K -1,900 -3%
AWP
89
Ascent Wealth Partners
New York
$7.74M +$7.74M +52,166 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$7.7M -$1.64M -11,575 -18%
IWAG
91
Integer Wealth Advisors Group
Georgia
$7.46M +$614K +3,624 +9%
WAM
92
Wealthspire Advisors (Maryland)
Maryland
$7.34M -$2.04M -13,749 -22%
WANY
93
Wealthspire Advisors (New York)
New York
$7.34M +$7.34M +49,457 New
CWM
94
Campbell Wealth Management
Virginia
$7.12M +$416K +2,804 +6%
JIC
95
Johnson Investment Counsel
Ohio
$6.93M +$542K +3,651 +8%
Comerica Bank
96
Comerica Bank
Texas
$6.92M +$2.13M +13,086 +44%
BPA
97
Beacon Pointe Advisors
California
$6.85M +$6.85M +46,134 New
WC
98
Wealth CMT
New Jersey
$6.64M +$1.1M +7,448 +20%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$6.37M -$7.71M -51,982 -55%
CCA
100
Conservest Capital Advisors
Pennsylvania
$6.27M -$14.2K -96 -0.2%
2 3
4
5 6