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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 %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$3.99M +$551K +3,712 +16%
WA
127
Waverly Advisors
Alabama
$3.99M -$5.68M -38,309 -59%
NSCM
128
New South Capital Management
Tennessee
$3.79M +$742K +5,000 +24%
SCIM
129
Spring Creek Investment Management
Pennsylvania
$3.78M – – –
Prudential Financial
130
Prudential Financial
New Jersey
$3.78M -$487K -3,280 -11%
WT
131
Whittier Trust
California
$3.77M – – –
Lido Advisors
132
Lido Advisors
California
$3.7M -$317K -2,135 -8%
WB
133
WesBanco Bank
West Virginia
$3.64M +$3.41M +22,987 +1,486%
F
134
Filament
Washington
$3.52M +$1.69M +11,378 +92%
CMO
135
Covenant Multifamily Offices
Texas
$3.5M -$1.52M -10,260 -30%
TWM
136
Tolleson Wealth Management
Texas
$3.44M -$5.92M -39,906 -63%
WAG
137
Winthrop Advisory Group
Massachusetts
$3.38M -$899K -6,063 -21%
JSMC
138
Jess S. Morgan & Co
California
$3.23M -$564K -3,804 -15%
LFS
139
Lutz Financial Services
Nebraska
$3.17M – – –
SSWM
140
Sheets Smith Wealth Management
North Carolina
$3.11M +$151K +1,020 +5%
Citigroup
141
Citigroup
New York
$3.03M -$411K -2,770 -12%
EWA
142
EP Wealth Advisors
California
$2.94M +$103K +692 +4%
AL
143
Aspiriant LLC
California
$2.92M -$427K -2,879 -13%
SHGA
144
Sand Hill Global Advisors
California
$2.85M -$29.8K -201 -1%
FHB
145
First Hawaiian Bank
Hawaii
$2.76M -$243K -1,636 -8%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$2.71M +$548K +3,696 +25%
SAM
147
Silvercrest Asset Management
New York
$2.69M – – –
BFC
148
Blue Fin Capital
Rhode Island
$2.65M -$38.1K -257 -1%
ECG
149
Edge Capital Group
Georgia
$2.62M +$14.4K +97 +0.6%
WTC
150
WhitTier Trust Company
Nevada
$2.55M -$229K -1,547 -8%
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