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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 %
BWM
101
BigSur Wealth Management
Florida
$6.16M +$2.15M +14,500 +54%
GCA
102
Greenwood Capital Associates
South Carolina
$5.92M -$1.5M -10,148 -20%
RBC
103
Roble Belko & Company
Pennsylvania
$5.78M -$19.7K -133 -0.3%
CAN
104
Cetera Advisor Networks
California
$5.71M -$208K -1,399 -4%
MFP
105
Meridian Financial Partners
Virginia
$5.7M +$227K +1,378 +4%
WCG
106
Wall Capital Group
Arizona
$5.58M +$5.58M +37,615 New
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$5.42M +$5.42M +36,552 New
IIM
108
Ipswich Investment Management
Massachusetts
$5.4M -$237K -1,601 -4%
FT
109
Fiduciary Trust
Massachusetts
$5.31M -$1.89M -12,727 -26%
RMC
110
Regis Management Company
California
$5.31M – – –
KCM
111
Karp Capital Management
California
$5.18M +$241K +1,626 +5%
Fiera Capital (Canada)
112
Fiera Capital (Canada)
Quebec, Canada
$5.13M -$450K -3,031 -8%
MML Investors Services
113
MML Investors Services
Massachusetts
$5.07M -$3.87M -26,083 -43%
FTI
114
Fiduciary Trust International
Massachusetts
$5.06M +$534K +3,599 +12%
V
115
Veritable
Delaware
$4.92M -$989K -6,670 -17%
CPIG
116
Chicago Partners Investment Group
Illinois
$4.84M +$733K +4,450 +18%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$4.76M -$48.4K -326 -1%
CWM
118
Chesapeake Wealth Management
Virginia
$4.58M -$336K -2,267 -7%
Stifel Financial
119
Stifel Financial
Missouri
$4.47M -$2.04M -13,778 -31%
JA
120
JVL Associates
Michigan
$4.45M -$289K -1,949 -6%
APA
121
American Portfolios Advisors
New York
$4.42M -$89.6K -604 -2%
SLT
122
St Louis Trust
Missouri
$4.34M -$197K -1,328 -4%
MPPLM
123
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.14M +$389K +2,622 +10%
BC
124
Brinker Capital
Pennsylvania
$4.03M -$74.6K -503 -2%
MLFP
125
MPS Loria Financial Planners
Illinois
$3.99M -$125K -841 -3%
3 4
5
6 7