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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 %
PP
101
Pegasus Partners
Wisconsin
$7.01M 37,171 +8,469 +30%
RMC
102
Regis Management Company
California
$6.75M 35,786 – –
MFP
103
Meridian Financial Partners
Virginia
$6.3M 33,197 +1,111 +3%
KCM
104
Karp Capital Management
California
$6.27M 33,285 +245 +0.7%
SB
105
Simmons Bank
Arkansas
$6.26M 33,215 +18,186 +121%
CWM
106
Chesapeake Wealth Management
Virginia
$6.25M 33,171 -2,095 -6%
FNBOO
107
First National Bank of Omaha
Nebraska
$6.15M 32,601 +6,124 +23%
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$6.1M 32,385 -800 -2%
JA
109
JVL Associates
Michigan
$6.02M 31,939 -2,975 -9%
CMO
110
Covenant Multifamily Offices
Texas
$5.85M 33,820 +4,832 +17%
IC
111
IEQ Capital
California
$5.84M 31,002 +31,002 New
SLT
112
St Louis Trust
Missouri
$5.76M 30,561 +180 +0.6%
FTI
113
Fiduciary Trust International
Massachusetts
$5.75M 30,497 -209 -0.7%
APA
114
American Portfolios Advisors
New York
$5.73M 30,418 +829 +3%
Comerica Bank
115
Comerica Bank
Texas
$5.64M 29,418 -30,439 -51%
TVWM
116
Tower View Wealth Management
Wisconsin
$5.51M 29,219 -696 -2%
WAG
117
Winthrop Advisory Group
Massachusetts
$5.44M 28,847 +1,366 +5%
Prudential Financial
118
Prudential Financial
New Jersey
$5.42M 28,730 -9,409 -25%
AG
119
Advisor Group
Arizona
$5.42M 28,726 -114 -0.4%
MLFP
120
MPS Loria Financial Planners
Illinois
$5.23M 27,758 -471 -2%
BC
121
Brinker Capital
Pennsylvania
$5.21M 27,658 -1,622 -6%
Lido Advisors
122
Lido Advisors
California
$5.11M 27,083 -1,024 -4%
BWM
123
BigSur Wealth Management
Florida
$5.09M 27,000 – –
CPIG
124
Chicago Partners Investment Group
Illinois
$4.84M 24,941 -1,827 -7%
JSMC
125
Jess S. Morgan & Co
California
$4.83M 25,600 +25,600 New
3 4
5
6 7