IWV icon

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 %
SCIM
126
Spring Creek Investment Management
Pennsylvania
$4.81M 25,500 – –
WT
127
Whittier Trust
California
$4.79M 25,436 -1,470 -5%
CS
128
Credit Suisse
Switzerland
$4.77M 25,286 +15,558 +160%
MPPLM
129
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.76M 25,253 -10,417 -29%
CAM
130
Congress Asset Management
Massachusetts
$4.63M 24,566 +24,566 New
Citigroup
131
Citigroup
New York
$4.37M 23,172 +715 +3%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$4.37M 23,170 +225 +1%
JWM
133
Jackson Wealth Management
Florida
$4.31M 22,419 -536 -2%
TFCP
134
Twin Focus Capital Partners
Massachusetts
$4.26M 22,581 +270 +1%
AL
135
Aspiriant LLC
California
$4.25M 22,538 -190 -0.8%
FAAS
136
First Allied Advisory Services
California
$4.2M 22,246 +791 +4%
FSA
137
Financial Services Advisory
Maryland
$4.13M 21,907 -573 -3%
LFS
138
Lutz Financial Services
Nebraska
$4.03M 21,394 – –
JFG
139
JMG Financial Group
Illinois
$3.92M 20,804 -4,137 -17%
Federated Hermes
140
Federated Hermes
Pennsylvania
$3.88M 20,590 +20,590 New
NSCM
141
New South Capital Management
Tennessee
$3.87M 20,545 -34,400 -63%
TSS
142
Two Sigma Securities
New York
$3.87M 20,544 -6,172 -23%
EP
143
EPIQ Partners
Minnesota
$3.85M 20,442 +20,442 New
FHB
144
First Hawaiian Bank
Hawaii
$3.81M 20,230 -564 -3%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$3.76M 19,955 -712 -3%
PA
146
Planning Alternatives
Michigan
$3.74M 19,820 -1,563 -7%
PAG
147
Private Advisor Group
New Jersey
$3.71M 19,666 -1,268 -6%
SHGA
148
Sand Hill Global Advisors
California
$3.65M 19,384 +19,384 New
EWA
149
EP Wealth Advisors
California
$3.6M 19,099 +105 +0.6%
WTC
150
WhitTier Trust Company
Nevada
$3.53M 18,713 – –
4 5
6
7 8