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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 %
PFP
151
Pinnacle Financial Partners
Tennessee
$2.65M – – –
CA
152
Cetera Advisors
Colorado
$2.58M -$7.67K -46 -0.3%
WSFS
153
Wilmington Savings Fund Society
Delaware
$2.54M -$834 -5 -0%
AWA
154
ARS Wealth Advisors
Florida
$2.54M +$10.8K +65 +0.4%
TA
155
Trellis Advisors
Washington
$2.5M -$53.5K -321 -2%
LC
156
LCNB Corp
Ohio
$2.49M -$45.8K -275 -2%
BSW
157
Buckingham Strategic Wealth
Missouri
$2.41M +$294K +1,765 +14%
KA
158
Kovack Advisors
Florida
$2.39M +$1.87M +11,192 +355%
CFA
159
Cahill Financial Advisors
Minnesota
$2.39M -$19.8K -119 -0.8%
ZF
160
Zhang Financial
Michigan
$2.37M – – –
LNWWM
161
Laird Norton Wetherby Wealth Management
California
$2.36M -$6.17K -37 -0.3%
RTS
162
Round Table Services
New Jersey
$2.34M +$71.2K +427 +3%
BA
163
BKS Advisors
Michigan
$2.32M -$15.2K -91 -0.7%
SB
164
Simmons Bank
Arkansas
$2.31M +$21.2K +127 +0.9%
AllianceBernstein
165
AllianceBernstein
Tennessee
$2.27M -$19.3K -116 -0.8%
SA
166
SL Advisors
New Jersey
$2.22M – – –
CWM
167
Cahaba Wealth Management
Georgia
$2.06M -$40K -240 -2%
FT
168
Fiduciary Trust
Massachusetts
$2.05M – – –
WCM
169
Wealthcare Capital Management
Virginia
$2.04M -$4K -24 -0.2%
F
170
Filament
Washington
$2.03M -$2.28M -13,673 -53%
JWA
171
JFS Wealth Advisors
Pennsylvania
$2M +$174K +1,046 +10%
CTI
172
Community Trust & Investment
Kentucky
$1.99M – – –
PWM
173
PRW Wealth Management
Massachusetts
$1.95M -$154K -926 -7%
PAG
174
Private Advisor Group
New Jersey
$1.89M +$499K +2,994 +36%
PWPCM
175
Perella Weinberg Partners Capital Management
New York
$1.86M +$1.86M +11,133 New
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