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iShares Russell 3000 ETF
IWV

Overview Fund Activity

453 hedge funds and large institutions have $4.8B invested in iShares Russell 3000 ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 24 closing their positions.

Holders
453
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
28
Increased
121
Reduced
161
Closed
24
Calls
$1.67M
Puts
$1.19M
Net Calls
+$485K
Net Calls Change
+$178K

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$81M
2
BlackRock
2
BlackRock
New York
$66.6M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$24.8M
4
AB
4
Amalgamated Bank
New York
$42.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$20.1M

Top Sellers

1
SIM
1
Strategic Investment Management
Virginia
$62K
2
Northern Trust
2
Northern Trust
Illinois
$182M
3
CS
3
Credit Suisse
Switzerland
$2.55M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$195M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$5.92M 34,357 -130 -0.4%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$5.91M 34,259 -5,566 -14%
MFP
103
Meridian Financial Partners
Virginia
$5.38M 30,649 +288 +0.9%
TVWM
104
Tower View Wealth Management
Wisconsin
$5.36M 31,069 +3,906 +14%
AG
105
Advisor Group
Arizona
$5.33M 30,894 +3,088 +11%
FTI
106
Fiduciary Trust International
Massachusetts
$5.28M 30,630 -5,864 -16%
SLT
107
St Louis Trust
Missouri
$5.24M 30,381 +964 +3%
MPPLM
108
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.19M 30,131 +4,452 +17%
CMO
109
Covenant Multifamily Offices
Texas
$5.16M 29,944 -1,093 -4%
MLFP
110
MPS Loria Financial Planners
Illinois
$5.14M 29,818 +409 +1%
BC
111
Brinker Capital
Pennsylvania
$5.08M 29,444 +44 +0.1%
APA
112
American Portfolios Advisors
New York
$4.97M 28,852 +375 +1%
PP
113
Pegasus Partners
Wisconsin
$4.94M 28,650 +1,240 +5%
Lido Advisors
114
Lido Advisors
California
$4.89M 28,352 -801 -3%
SAM
115
Silvercrest Asset Management
New York
$4.81M 27,890 -80 -0.3%
BWM
116
BigSur Wealth Management
Florida
$4.69M 27,000 – –
WT
117
Whittier Trust
California
$4.68M 27,176 -3,120 -10%
WAG
118
Winthrop Advisory Group
Massachusetts
$4.67M 27,069 +395 +1%
SCIM
119
Spring Creek Investment Management
Pennsylvania
$4.4M 25,500 – –
JFG
120
JMG Financial Group
Illinois
$4.31M 24,991 -693 -3%
FT
121
Fiduciary Trust
Massachusetts
$4.24M 24,607 +12,315 +100%
FSA
122
Financial Services Advisory
Maryland
$4.11M 23,842 -5,924 -20%
JWM
123
Jackson Wealth Management
Florida
$4.09M 23,299 -2,891 -11%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$4M 23,202 -832 -3%
PA
125
Planning Alternatives
Michigan
$3.94M 22,828 -298 -1%
3 4
5
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