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iShares Russell 3000 ETF
IWV

Overview Fund Activity

516 hedge funds and large institutions have $4.99B invested in iShares Russell 3000 ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
10.44%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.05%
New
39
Increased
101
Reduced
207
Closed
35
Calls
$3.24M
Puts
$1.1M
Net Calls
+$2.14M
Net Calls Change
+$2.28M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$23.8M
2
HF
HRT Financial
New York
$57.7M
3
TF
TLWM Financial
Texas
$41.7M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
PCP
Proficio Capital Partners
Massachusetts
$45.3M

Top Sellers

1
BlackRock
BlackRock
New York
$200M
2
US Bancorp
US Bancorp
Minnesota
$23.5M
3
SCM
SCS Capital Management
Massachusetts
$665M
4
Bank of America
Bank of America
North Carolina
$171M
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
126
Fund Evaluation Group
Ohio
$4.77M -$41.3K -211 -0.9%
Lido Advisors
127
Lido Advisors
California
$4.72M -$154K -786 -3%
Prudential Financial
128
Prudential Financial
New Jersey
$4.71M +$796K +4,068 +20%
Stifel Financial
129
Stifel Financial
Missouri
$4.68M -$464K -2,371 -9%
F
130
Filament
Washington
$4.59M – – –
WA
131
Waverly Advisors
Alabama
$4.35M -$216K -1,128 -5%
AL
132
Aspiriant LLC
California
$4.24M -$20.4K -104 -0.5%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$4.03M -$22.7K -116 -0.6%
Creative Planning
134
Creative Planning
Kansas
$4.02M +$1.02M +5,233 +34%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$3.92M +$7.24K +37 +0.2%
WAG
136
Winthrop Advisory Group
Massachusetts
$3.88M -$520K -2,633 -12%
CIP
137
Chartwell Investment Partners
Pennsylvania
$3.85M – – –
CMO
138
Covenant Multifamily Offices
Texas
$3.79M -$12.3K -63 -0.3%
FHB
139
First Hawaiian Bank
Hawaii
$3.76M -$87.1K -445 -2%
MML Investors Services
140
MML Investors Services
Massachusetts
$3.73M -$2.59M -13,223 -41%
Citigroup
141
Citigroup
New York
$3.68M -$185K -946 -5%
LFS
142
Lutz Financial Services
Nebraska
$3.58M – – –
RCIM
143
Red Cedar Investment Management
Michigan
$3.45M +$3.45M +17,613 New
BFC
144
Blue Fin Capital
Rhode Island
$3.37M -$167K -851 -5%
SHGA
145
Sand Hill Global Advisors
California
$3.35M -$252K -1,286 -7%
CAM
146
Cozad Asset Management
Illinois
$3.31M – – –
JSMC
147
Jess S. Morgan & Co
California
$3.28M -$369K -1,884 -10%
ECG
148
Edge Capital Group
Georgia
$3.17M -$144K -734 -4%
ICMP
149
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.89M +$227K +1,160 +9%
CWM
150
Cedar Wealth Management
California
$2.83M -$26.2K -134 -0.9%
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