IWV icon

iShares Russell 3000 ETF

456 hedge funds and large institutions have $5.13B invested in iShares Russell 3000 ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 148 reducing their positions, and 27 closing their positions.

Holders
456
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
10.02%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
33
Increased
111
Reduced
148
Closed
27
Calls
$2.12M
Puts
$2.56M
Net Calls
-$438K
Net Calls Change
-$923K
Name Market Value Shares Shares
Change
Shares
Change %
CWM
101
Chesapeake Wealth Management
Virginia
$6.13M 35,266 -1,285 -4%
JA
102
JVL Associates
Michigan
$6.07M 34,914
Baird Financial Group
103
Baird Financial Group
Wisconsin
$6M 34,521 +164 +0.5%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$5.77M 33,185 -1,074 -3%
KCM
105
Karp Capital Management
California
$5.74M 33,040 +13,575 +70%
MFP
106
Meridian Financial Partners
Virginia
$5.41M 32,086 +1,437 +5%
FTI
107
Fiduciary Trust International
Massachusetts
$5.34M 30,706 +76 +0.2%
SLT
108
St Louis Trust
Missouri
$5.28M 30,381
TVWM
109
Tower View Wealth Management
Wisconsin
$5.2M 29,915 -1,154 -4%
APA
110
American Portfolios Advisors
New York
$5.14M 29,589 +737 +3%
BC
111
Brinker Capital
Pennsylvania
$5.09M 29,280 -164 -0.6%
CMO
112
Covenant Multifamily Offices
Texas
$5.04M 28,988 -956 -3%
AG
113
Advisor Group
Arizona
$5.01M 28,840 -2,054 -7%
PP
114
Pegasus Partners
Wisconsin
$4.99M 28,702 +52 +0.2%
MLFP
115
MPS Loria Financial Planners
Illinois
$4.91M 28,229 -1,589 -5%
Lido Advisors
116
Lido Advisors
California
$4.88M 28,107 -245 -0.9%
CAL
117
Capital Advisors Ltd
Ohio
$4.85M 30,364 +30,214 +20,143%
WAG
118
Winthrop Advisory Group
Massachusetts
$4.78M 27,481 +412 +2%
CPIG
119
Chicago Partners Investment Group
Illinois
$4.71M 26,768 +26,768 New
BWM
120
BigSur Wealth Management
Florida
$4.69M 27,000
WT
121
Whittier Trust
California
$4.68M 26,906 -270 -1%
TSS
122
Two Sigma Securities
New York
$4.64M 26,716 +23,909 +852%
FNBOO
123
First National Bank of Omaha
Nebraska
$4.6M 26,477 +8,788 +50%
SCIM
124
Spring Creek Investment Management
Pennsylvania
$4.43M 25,500
JFG
125
JMG Financial Group
Illinois
$4.33M 24,941 -50 -0.2%