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iShares Russell 3000 ETF
IWV

516 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $4.42B → $4.97B (+$547M)

4% more funds holding

Funds holding: 495 → 516 (+21)

2% more funds holding in top 10

Funds holding in top 10: 49 → 50 (+1)

0.34% less ownership

Funds ownership: 53.68% → 53.34% (-0.34%)

6% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $2.32M

47% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 207

Holders
516
Holders Change
+21
Holders Change %
+4.24%
% of All Funds
10.58%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

Rank Fund Capital Flow
1
FSA
Financial Services Advisory
Maryland
+$24.5M
2
WI
WBI Investments
New Jersey
+$17.8M
3
Ameriprise
Ameriprise
Minnesota
+$17.5M
4
PAS
Park Avenue Securities
New York
+$15.9M
5
HF
HRT Financial
New York
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
RMDI
R.M. Davis Inc
Maine
-$55.8M
2
ST
Sentinel Trust
Texas
-$39.2M
3
Invesco
Invesco
Georgia
-$34.3M
4
Morgan Stanley
Morgan Stanley
New York
-$29.3M
5
AB
Amalgamated Bank
New York
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
151
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.87M – – –
JFG
152
JMG Financial Group
Illinois
$2.81M -$131K -772 -5%
AO
153
Advisor OS
Illinois
$2.8M +$2.63M +15,547 New
Creative Planning
154
Creative Planning
Kansas
$2.76M +$1.19M +7,014 +85%
CWM
155
Cedar Wealth Management
California
$2.62M -$370K -2,184 -13%
KP
156
Keel Point
Alabama
$2.62M +$1.47M +8,688 +148%
CAL
157
Capital Advisors Ltd
Ohio
$2.61M +$2.11M +12,445 +8,297%
LC
158
LCNB Corp
Ohio
$2.57M – – –
SBSB
159
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.57M -$71.3K -421 -3%
SW
160
SVB Wealth
Massachusetts
$2.53M +$2.35M +13,884 +7,194%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$2.53M +$243K +1,437 +11%
PA
162
Planning Alternatives
Michigan
$2.48M -$229K -1,353 -9%
TA
163
Trellis Advisors
Washington
$2.45M -$6.95K -41 -0.3%
V
164
Veritable
Delaware
$2.45M -$3.31M -19,553 -59%
ICMP
165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.45M +$111K +656 +5%
WSFS
166
Wilmington Savings Fund Society
Delaware
$2.44M -$297K -1,750 -11%
LNWWM
167
Laird Norton Wetherby Wealth Management
California
$2.39M +$1.86K +11 +0.1%
CWM
168
Cahaba Wealth Management
Georgia
$2.38M +$6.44K +38 +0.3%
LHC
169
Little House Capital
Massachusetts
$2.36M -$242K -1,428 -10%
WCM
170
Wealthcare Capital Management
Virginia
$2.34M – – –
BSW
171
Buckingham Strategic Wealth
Missouri
$2.31M -$6.1K -36 -0.3%
ECG
172
EPIQ Capital Group
California
$2.23M +$6.95K +41 +0.3%
WT
173
Washington Trust
Rhode Island
$2.17M +$13.9K +82 +0.7%
PSUF
174
People's United Financial
Connecticut
$2.16M +$9.83K +58 +0.5%
SQA
175
Simon Quick Advisors
New Jersey
$2.13M +$52K +307 +3%
5 6
7
8 9

IWV Hedge Fund Activity: Q2 2020 in Review

516 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2020, worth a combined $4.97B — up 12% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWV positions and 30 closed out — a net gain of 24 holders — while 110 added to existing stakes and 207 trimmed.

The largest buyer was Financial Services Advisory, opening a new position worth an estimated $24.5M. The largest seller was R.M. Davis Inc, cutting an estimated $55.8M.

  • 516 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2020, up from 495 in Q1 2020.
  • Funds reported $4.97B of iShares Russell 3000 ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 54 funds opened new iShares Russell 3000 ETF positions in Q2 2020 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2020 was Financial Services Advisory, an estimated $24.5M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2020 was R.M. Davis Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2020.