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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 %
JA
101
JVL Associates
Michigan
$5.82M – – –
Jane Street
102
Jane Street
New York
$5.79M +$5.79M +34,740 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$5.75M -$26.3M -157,545 -82%
FTI
104
Fiduciary Trust International
Massachusetts
$5.71M +$333K +2,128 +6%
MFP
105
Meridian Financial Partners
Virginia
$5.18M -$25.6K -150 -0.5%
CMO
106
Covenant Multifamily Offices
Texas
$5.17M +$304K +1,823 +6%
WT
107
Whittier Trust
California
$5.05M +$70K +420 +1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$5.03M +$5.03M +30,163 New
FSA
109
Financial Services Advisory
Maryland
$4.96M +$4.96M +29,766 New
SLT
110
St Louis Trust
Missouri
$4.9M +$4.67K +28 +0.1%
MLFP
111
MPS Loria Financial Planners
Illinois
$4.9M -$28.2K -169 -0.6%
BC
112
Brinker Capital
Pennsylvania
$4.9M -$3.75M -22,501 -43%
Lido Advisors
113
Lido Advisors
California
$4.86M -$163K -977 -3%
APA
114
American Portfolios Advisors
New York
$4.75M +$18K +108 +0.4%
SAM
115
Silvercrest Asset Management
New York
$4.66M -$3.28M -19,675 -41%
AG
116
Advisor Group
Arizona
$4.64M +$217K +1,300 +5%
PP
117
Pegasus Partners
Wisconsin
$4.57M -$991K -5,943 -18%
TVWM
118
Tower View Wealth Management
Wisconsin
$4.53M -$44.8K -269 -1%
BWM
119
BigSur Wealth Management
Florida
$4.5M +$4.5M +27,000 New
WAG
120
Winthrop Advisory Group
Massachusetts
$4.48M +$229K +1,363 +5%
SEI Investments
121
SEI Investments
Pennsylvania
$4.38M -$2.97M -17,846 -40%
JWM
122
Jackson Wealth Management
Florida
$4.37M +$374K +2,245 +9%
JFG
123
JMG Financial Group
Illinois
$4.28M -$117K -701 -3%
MPPLM
124
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.28M +$1.81M +10,845 +73%
SHIM
125
Stone House Investment Management
Pennsylvania
$4.28M +$4.28M +25,672 New
3 4
5
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