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iShares Russell 3000 ETF
IWV

495 hedge funds and large institutions have $4.42B invested in iShares Russell 3000 ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 53.83% → 53.68% (-0.15%)

4% less funds holding

Funds holding: 513 → 495 (-18)

6% less funds holding in top 10

Funds holding in top 10: 52 → 49 (-3)

18% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 62

19% less capital invested

Capital invested by funds: $5.47B → $4.42B (-$1.05B)

32% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 185

57% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $5.69M

Holders
495
Holders Change
-18
Holders Change %
-3.51%
% of All Funds
10.91%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
1.08%
New
51
Increased
125
Reduced
185
Closed
62
Calls
$2.43M
Puts
$5.69M
Net Calls
-$3.26M
Net Calls Change
-$1.25M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$68.7M
2
GA
Geller Advisors
New York
+$64.7M
3
Invesco
Invesco
Georgia
+$41.1M
4
Goldman Sachs
Goldman Sachs
New York
+$33.1M
5
Morgan Stanley
Morgan Stanley
New York
+$32M

Top Sellers

Rank Fund Capital Flow
1
ST
Sentinel Trust
Texas
-$91.4M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$34.4M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
-$20.7M
4
UBS Group
UBS Group
Switzerland
-$19.2M
5
AB
Amalgamated Bank
New York
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
151
Fund Evaluation Group
Ohio
$2.54M – – –
FNBOO
152
First National Bank of Omaha
Nebraska
$2.51M -$2.79M -15,655 -48%
CWM
153
Cedar Wealth Management
California
$2.48M +$1.06M +5,970 +55%
JFG
154
JMG Financial Group
Illinois
$2.42M -$793K -4,456 -21%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.36M – – –
GWM
156
Geneos Wealth Management
Colorado
$2.36M -$209K -1,176 -7%
CAM
157
Congress Asset Management
Massachusetts
$2.33M -$1.58M -8,890 -36%
TI
158
Trexquant Investment
Connecticut
$2.32M +$2.06M +11,556 +281%
WSFS
159
Wilmington Savings Fund Society
Delaware
$2.27M -$128K -720 -4%
PA
160
Planning Alternatives
Michigan
$2.24M -$840K -4,723 -24%
PPA
161
Parametric Portfolio Associates
Washington
$2.24M +$1.94M +10,915 +261%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$2.23M -$1.35M -7,570 -34%
SBSB
163
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.18M +$4.27K +24 +0.2%
LHC
164
Little House Capital
Massachusetts
$2.16M +$2.59M +14,554 New
LC
165
LCNB Corp
Ohio
$2.12M -$205K -1,150 -7%
TA
166
Trellis Advisors
Washington
$2.03M -$117K -656 -5%
CS
167
Credit Suisse
Switzerland
$2.02M -$2.07M -11,636 -46%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$1.97M – – –
WCM
169
Wealthcare Capital Management
Virginia
$1.93M – – –
ICMP
170
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.92M +$240K +1,350 +12%
BSW
171
Buckingham Strategic Wealth
Missouri
$1.9M +$178 +1 +0%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$1.87M +$1.81M +10,180 +416%
CWM
173
Cahaba Wealth Management
Georgia
$1.86M +$2.13K +12 +0.1%
QA
174
Quantitative Advantage
Minnesota
$1.85M +$1.57M +8,818 +239%
ECG
175
EPIQ Capital Group
California
$1.83M +$2.2M +12,364 New
5 6
7
8 9

IWV Hedge Fund Activity: Q1 2020 in Review

495 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2020, worth a combined $4.42B — down 19% from $5.47B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IWV and 51 opened new positions — a net loss of 11 holders — while 185 trimmed existing stakes and 125 added.

The largest buyer was BlackRock, adding an estimated $68.7M. The largest seller was Sentinel Trust, cutting an estimated $91.4M.

  • 495 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2020, down from 513 in Q4 2019.
  • Funds reported $4.42B of iShares Russell 3000 ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 51 funds opened new iShares Russell 3000 ETF positions in Q1 2020 and 62 closed out, a net change of -11 holders.
  • The largest iShares Russell 3000 ETF buyer in Q1 2020 was BlackRock, an estimated $68.7M added.
  • The largest iShares Russell 3000 ETF seller in Q1 2020 was Sentinel Trust, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2020.