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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$284M
2
ST
Sentinel Trust
Texas
$170M
3
CS
Credit Suisse
Switzerland
$60.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.2M
5
CAM
Cresset Asset Management
Illinois
$30.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$366M
2
Bank of America
Bank of America
North Carolina
$169M
3
RJA
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCIM
126
Spring Creek Investment Management
Pennsylvania
$4.25M – – –
Victory Capital Management
127
Victory Capital Management
Texas
$4.22M -$3.87M -23,217 -48%
SB
128
Suntrust Banks
Georgia
$4.11M -$2.43M -14,605 -37%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$4.01M -$848K -5,090 -17%
PA
130
Planning Alternatives
Michigan
$3.86M -$1.81M -10,874 -32%
AL
131
Aspiriant LLC
California
$3.82M -$105K -628 -3%
FAAS
132
First Allied Advisory Services
California
$3.81M +$49.3K +294 +1%
VF
133
Virtu Financial
New York
$3.75M +$2.96M +17,776 +378%
TFCP
134
Twin Focus Capital Partners
Massachusetts
$3.71M +$16.7K +100 +0.5%
Citigroup
135
Citigroup
New York
$3.69M -$336K -2,014 -8%
FHB
136
First Hawaiian Bank
Hawaii
$3.57M +$55.8K +335 +2%
FNBOO
137
First National Bank of Omaha
Nebraska
$3.57M +$71.7K +430 +2%
LFS
138
Lutz Financial Services
Nebraska
$3.57M -$3.01M -18,033 -46%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$3.52M -$139K -833 -4%
BFC
140
Blue Fin Capital
Rhode Island
$3.48M +$1.83K +11 +0.1%
FEG
141
Fund Evaluation Group
Ohio
$3.12M -$14.8M -88,550 -83%
WTC
142
WhitTier Trust Company
Nevada
$3.12M +$50.7K +304 +2%
SCM
143
Sterling Capital Management
North Carolina
$3.06M -$12.5M -75,098 -80%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$3.03M +$498K +2,990 +20%
ECG
145
Edge Capital Group
Georgia
$2.97M -$15.5K -93 -0.5%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$2.83M -$75.2K -451 -3%
GWM
147
Geneos Wealth Management
Colorado
$2.8M +$970K +5,818 +53%
Truist Financial
148
Truist Financial
North Carolina
$2.75M – – –
SQA
149
Simon Quick Advisors
New Jersey
$2.71M -$74.7K -448 -3%
EWA
150
EP Wealth Advisors
California
$2.67M -$341K -2,047 -11%
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