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iShares Russell 3000 ETF
IWV

513 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 23

24% more funds holding in top 10

Funds holding in top 10: 42 → 52 (+10)

13% more funds holding

Funds holding: 456 → 513 (+57)

7% more capital invested

Capital invested by funds: $5.13B → $5.47B (+$339M)

0.6% more ownership

Funds ownership: 53.23% → 53.83% (+0.6%)

9% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 148

80% less call options, than puts

Call options by funds: $511K | Put options by funds: $2.53M

Holders
513
Holders Change
+57
Holders Change %
+12.5%
% 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
1.02%
New
89
Increased
135
Reduced
148
Closed
23
Calls
$511K
Puts
$2.53M
Net Calls
-$2.02M
Net Calls Change
-$1.58M

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$100M
2
TFF
The Family Firm
Maryland
+$44.5M
3
Wells Fargo
Wells Fargo
California
+$15.9M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$14.7M
5
Bank of America
Bank of America
North Carolina
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$198M
2
SCM
SCS Capital Management
Massachusetts
-$37.4M
3
AB
Amalgamated Bank
New York
-$23.6M
4
VF
Virtu Financial
New York
-$12.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$3.52M +$2.85M +15,800 +551%
SAM
152
Silvercrest Asset Management
New York
$3.42M – – –
BFC
153
Blue Fin Capital
Rhode Island
$3.41M -$369K -2,047 -10%
ECG
154
Edge Capital Group
Georgia
$3.31M +$40K +222 +1%
SQA
155
Simon Quick Advisors
New Jersey
$3.31M +$7.75K +43 +0.2%
GWM
156
Geneos Wealth Management
Colorado
$3.26M +$40.2K +223 +1%
FEG
157
Fund Evaluation Group
Ohio
$3.23M -$136K -752 -4%
WSFS
158
Wilmington Savings Fund Society
Delaware
$3.02M -$9.01K -50 -0.3%
PFPT
159
Pinnacle Financial Partners (Tennessee)
Tennessee
$3M – – –
LC
160
LCNB Corp
Ohio
$2.91M +$22.5K +125 +0.8%
SEI Investments
161
SEI Investments
Pennsylvania
$2.79M -$15.9K -88 -0.6%
SBSB
162
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.76M -$69.6K -386 -3%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$2.75M -$180 -1 -0%
TA
164
Trellis Advisors
Washington
$2.7M +$121K +672 +5%
KA
165
Kovack Advisors
Florida
$2.67M -$12.8K -71 -0.5%
SA
166
SL Advisors
New Jersey
$2.51M – – –
AWA
167
ARS Wealth Advisors
Florida
$2.5M -$102K -565 -4%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$2.5M -$27K -150 -1%
WCM
169
Wealthcare Capital Management
Virginia
$2.45M – – –
BSW
170
Buckingham Strategic Wealth
Missouri
$2.42M -$47K -261 -2%
SW
171
SVB Wealth
Massachusetts
$2.4M +$24K +133 +1%
Victory Capital Management
172
Victory Capital Management
Texas
$2.4M +$763K +4,231 +50%
CWM
173
Cahaba Wealth Management
Georgia
$2.36M -$28.8K -160 -1%
TAM
174
Tocqueville Asset Management
New York
$2.35M +$2.25M +12,483 New
F
175
Filament
Washington
$2.33M -$10.1K -56 -0.5%
5 6
7
8 9

IWV Hedge Fund Activity: Q4 2019 in Review

513 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q4 2019, worth a combined $5.47B — up 6.6% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWV positions and 23 closed out — a net gain of 66 holders — while 135 added to existing stakes and 148 trimmed.

The largest buyer was Truist Financial, adding an estimated $100M. The largest seller was AQR Capital Management, exiting entirely with an estimated $198M sold.

  • 513 institutional investors held iShares Russell 3000 ETF (IWV) as of Q4 2019, up from 456 in Q3 2019.
  • Funds reported $5.47B of iShares Russell 3000 ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 89 funds opened new iShares Russell 3000 ETF positions in Q4 2019 and 23 closed out, a net change of +66 holders.
  • The largest iShares Russell 3000 ETF buyer in Q4 2019 was Truist Financial, an estimated $100M added.
  • The largest iShares Russell 3000 ETF seller in Q4 2019 was AQR Capital Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2019.