IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
QA
101
Quantitative Advantage
Minnesota
$6.86M 38,084 +25,578 +205%
GCA
102
Greenwood Capital Associates
South Carolina
$6.81M 38,033 -1,983 -5%
WCG
103
Wall Capital Group
Arizona
$6.77M 37,615 – –
CAN
104
Cetera Advisor Networks
California
$6.7M 37,194 -1,306 -3%
GT
105
Glenmede Trust
Pennsylvania
$6.7M 37,193 -16,511 -31%
MFP
106
Meridian Financial Partners
Virginia
$6.56M 35,353 +778 +2%
IIM
107
Ipswich Investment Management
Massachusetts
$6.52M 36,181 -234 -0.6%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$6.5M 36,087 +9,205 +34%
FT
109
Fiduciary Trust
Massachusetts
$6.45M 35,818 – –
Fiera Capital (Canada)
110
Fiera Capital (Canada)
Quebec, Canada
$6.23M 34,576 – –
WTC
111
WhitTier Trust Company
Nevada
$6.01M 33,400 +16,234 +95%
GMA
112
Goldstein Munger & Associates
California
$5.9M 32,759 +27,083 +477%
Comerica Bank
113
Comerica Bank
Texas
$5.85M 30,692 -11,812 -28%
MML Investors Services
114
MML Investors Services
Massachusetts
$5.81M 32,254 -1,916 -6%
FMWA
115
Forvis Mazars Wealth Advisors
Missouri
$5.66M 31,451 -608 -2%
CPIG
116
Chicago Partners Investment Group
Illinois
$5.53M 29,301 -90 -0.3%
CWM
117
Chesapeake Wealth Management
Virginia
$5.48M 30,422 -482 -2%
APA
118
American Portfolios Advisors
New York
$5.45M 30,262 +448 +2%
AWP
119
Ascent Wealth Partners
New York
$5.4M 30,006 -22,160 -42%
Victory Capital Management
120
Victory Capital Management
Texas
$5.4M 29,978 -30,698 -51%
JA
121
JVL Associates
Michigan
$5.37M 29,835 -155 -0.5%
SLT
122
St Louis Trust
Missouri
$5.36M 29,761 +528 +2%
MLFP
123
MPS Loria Financial Planners
Illinois
$4.98M 27,658 +741 +3%
BC
124
Brinker Capital
Pennsylvania
$4.93M 27,372 +217 +0.8%
IWA
125
Intercontinental Wealth Advisors
Texas
$4.91M 27,245 +16,770 +160%
3 4
5
6 7