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iShares Russell 3000 ETF
IWV

Overview Fund Activity

512 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
512
Holders Change
+56
Holders Change %
+12.28%
% 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
1.03%
New
88
Increased
135
Reduced
148
Closed
23
Calls
$511K
Puts
$2.53M
Net Calls
-$2.02M
Net Calls Change
-$1.58M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$108M
2
TFF
2
The Family Firm
Maryland
$46.5M
3
GDP
3
Great Diamond Partners
Maine
$22.3M
4
Wells Fargo
4
Wells Fargo
California
$73.4M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$15.3M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
SCM
2
SCS Capital Management
Massachusetts
$720M
3
AB
3
Amalgamated Bank
New York
$66.4M
4
VF
4
Virtu Financial
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
151
Curi RMB Capital
Illinois
$3.52M 18,668 +15,800 +551%
SAM
152
Silvercrest Asset Management
New York
$3.42M 18,140 – –
BFC
153
Blue Fin Capital
Rhode Island
$3.41M 18,114 -2,047 -10%
ECG
154
Edge Capital Group
Georgia
$3.31M 17,547 +222 +1%
SQA
155
Simon Quick Advisors
New Jersey
$3.31M 17,540 +43 +0.2%
GWM
156
Geneos Wealth Management
Colorado
$3.26M 17,315 +223 +1%
FEG
157
Fund Evaluation Group
Ohio
$3.23M 17,159 -752 -4%
WSFS
158
Wilmington Savings Fund Society
Delaware
$3.02M 16,037 -50 -0.3%
PFP
159
Pinnacle Financial Partners
Tennessee
$3M 15,918 – –
LC
160
LCNB Corp
Ohio
$2.91M 15,437 +125 +0.8%
SEI Investments
161
SEI Investments
Pennsylvania
$2.79M 14,788 -88 -0.6%
SBSB
162
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.76M 14,657 -386 -3%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$2.75M 14,603 -1 -0%
TA
164
Trellis Advisors
Washington
$2.7M 14,327 +672 +5%
KA
165
Kovack Advisors
Florida
$2.67M 14,138 -71 -0.5%
SA
166
SL Advisors
New Jersey
$2.51M 13,298 – –
AWA
167
ARS Wealth Advisors
Florida
$2.5M 13,285 -565 -4%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$2.5M 13,260 -150 -1%
WCM
169
Wealthcare Capital Management
Virginia
$2.45M 12,993 – –
BSW
170
Buckingham Strategic Wealth
Missouri
$2.42M 12,836 -261 -2%
SW
171
SVB Wealth
Massachusetts
$2.4M 12,755 +133 +1%
Victory Capital Management
172
Victory Capital Management
Texas
$2.4M 12,748 +4,231 +50%
CWM
173
Cahaba Wealth Management
Georgia
$2.36M 12,510 -160 -1%
TAM
174
Tocqueville Asset Management
New York
$2.35M 12,483 +12,483 New
F
175
Filament
Washington
$2.33M 12,387 -56 -0.5%
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