IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

453 hedge funds and large institutions have $4.8B invested in iShares Russell 3000 ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
28
Increased
121
Reduced
161
Closed
24
Calls
$1.67M
Puts
$1.19M
Net Calls
+$485K
Net Calls Change
+$178K

Top Buyers

1
SB
Suntrust Banks
Georgia
$81M
2
BlackRock
BlackRock
New York
$66.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.8M
4
AB
Amalgamated Bank
New York
$42.1M
5
PCP
Proficio Capital Partners
Massachusetts
$20.1M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$62K
2
Northern Trust
Northern Trust
Illinois
$182M
3
CS
Credit Suisse
Switzerland
$2.55M
4
AQR Capital Management
AQR Capital Management
Connecticut
$195M
5
Allianz Asset Management
Allianz Asset Management
Germany
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$2.5M -$164K -954 -6%
RTS
152
Round Table Services
New Jersey
$2.48M +$58.6K +340 +2%
CFA
153
Cahill Financial Advisors
Minnesota
$2.46M -$10K -58 -0.4%
KA
154
Kovack Advisors
Florida
$2.44M -$30.5K -177 -1%
BSW
155
Buckingham Strategic Wealth
Missouri
$2.42M -$74.1K -430 -3%
SW
156
SVB Wealth
Massachusetts
$2.41M +$2.41M +13,980 New
TA
157
Trellis Advisors
Washington
$2.38M -$206K -1,195 -8%
SB
158
Simmons Bank
Arkansas
$2.38M -$14.6K -85 -0.6%
AllianceBernstein
159
AllianceBernstein
Tennessee
$2.34M +$517 +3 +0%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$2.31M -$133K -771 -5%
SA
161
SL Advisors
New Jersey
$2.29M – – –
ZF
162
Zhang Financial
Michigan
$2.19M -$266K -1,542 -11%
CWM
163
Cahaba Wealth Management
Georgia
$2.18M +$46.7K +271 +2%
BTS
164
BB&T Securities
Virginia
$2.13M +$758K +4,397 +55%
F
165
Filament
Washington
$2.1M +$172 +1 +0%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.07M +$345 +2 +0%
CTI
167
Community Trust & Investment
Kentucky
$2.06M – – –
PAG
168
Private Advisor Group
New Jersey
$2.04M +$85.8K +498 +4%
WCM
169
Wealthcare Capital Management
Virginia
$2.03M -$82.2K -477 -4%
PWM
170
PRW Wealth Management
Massachusetts
$1.99M -$23.4K -136 -1%
PWPCM
171
Perella Weinberg Partners Capital Management
New York
$1.92M – – –
Natixis Advisors
172
Natixis Advisors
Massachusetts
$1.92M -$517 -3 -0%
AWM
173
Aries Wealth Management
Maine
$1.9M – – –
CWM
174
Cedar Wealth Management
California
$1.88M -$19.5K -113 -1%
IAS
175
IMA Advisory Services
Colorado
$1.77M -$98.4K -571 -5%
5 6
7
8 9