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iShares Russell 3000 ETF
IWV

Overview Fund Activity

494 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, 184 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-18
Holders Change %
-3.52%
% 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
184
Closed
62
Calls
$2.43M
Puts
$5.69M
Net Calls
-$3.26M
Net Calls Change
-$1.25M

Top Buyers

1
BlackRock
BlackRock
New York
$272M
2
GA
Geller Advisors
New York
$54M
3
Invesco
Invesco
Georgia
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
Morgan Stanley
Morgan Stanley
New York
$117M

Top Sellers

1
ST
Sentinel Trust
Texas
$67.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$168M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
$0
4
UBS Group
UBS Group
Switzerland
$78.9M
5
AB
Amalgamated Bank
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
151
Fund Evaluation Group
Ohio
$2.55M – – –
FNBOO
152
First National Bank of Omaha
Nebraska
$2.51M -$2.32M -15,655 -48%
CWM
153
Cedar Wealth Management
California
$2.49M +$885K +5,970 +55%
JFG
154
JMG Financial Group
Illinois
$2.43M -$661K -4,456 -21%
PFP
155
Pinnacle Financial Partners
Tennessee
$2.36M – – –
GWM
156
Geneos Wealth Management
Colorado
$2.36M -$172K -1,176 -7%
CAM
157
Congress Asset Management
Massachusetts
$2.33M -$1.32M -8,890 -36%
TI
158
Trexquant Investment
Connecticut
$2.32M +$1.71M +11,556 +281%
WSFS
159
Wilmington Savings Fund Society
Delaware
$2.27M -$107K -720 -4%
PA
160
Planning Alternatives
Michigan
$2.24M -$700K -4,723 -24%
PPA
161
Parametric Portfolio Associates
Washington
$2.24M +$1.62M +10,915 +261%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$2.23M -$1.12M -7,570 -34%
SBSB
163
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.18M +$3.56K +24 +0.2%
LHC
164
Little House Capital
Massachusetts
$2.16M +$2.16M +14,554 New
LC
165
LCNB Corp
Ohio
$2.12M -$171K -1,150 -7%
TA
166
Trellis Advisors
Washington
$2.03M -$97.3K -656 -5%
CS
167
Credit Suisse
Switzerland
$2.02M -$1.73M -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 +$200K +1,350 +12%
BSW
171
Buckingham Strategic Wealth
Missouri
$1.9M +$148 +1 +0%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$1.87M +$1.51M +10,180 +416%
CWM
173
Cahaba Wealth Management
Georgia
$1.86M +$1.78K +12 +0.1%
QA
174
Quantitative Advantage
Minnesota
$1.86M +$1.31M +8,818 +239%
ECG
175
EPIQ Capital Group
California
$1.83M +$1.83M +12,364 New
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