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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 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
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
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

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
151
Pinnacle Financial Partners
Tennessee
$2.87M – – –
JFG
152
JMG Financial Group
Illinois
$2.81M -$139K -772 -5%
AO
153
Advisor OS
Illinois
$2.8M +$2.8M +15,547 New
Creative Planning
154
Creative Planning
Kansas
$2.76M +$1.26M +7,014 +85%
CWM
155
Cedar Wealth Management
California
$2.62M -$393K -2,184 -13%
KP
156
Keel Point
Alabama
$2.62M +$1.56M +8,688 +148%
CAL
157
Capital Advisors Ltd
Ohio
$2.61M +$2.58M +12,445 +8,297%
LC
158
LCNB Corp
Ohio
$2.57M – – –
SBSB
159
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.57M -$75.8K -421 -3%
SW
160
SVB Wealth
Massachusetts
$2.53M +$2.5M +13,884 +7,194%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$2.53M +$259K +1,437 +11%
PA
162
Planning Alternatives
Michigan
$2.48M -$244K -1,353 -9%
TA
163
Trellis Advisors
Washington
$2.45M -$7.38K -41 -0.3%
V
164
Veritable
Delaware
$2.45M -$3.52M -19,553 -59%
ICMP
165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.45M +$118K +656 +5%
WSFS
166
Wilmington Savings Fund Society
Delaware
$2.44M -$315K -1,750 -11%
LNWWM
167
Laird Norton Wetherby Wealth Management
California
$2.39M +$1.98K +11 +0.1%
CWM
168
Cahaba Wealth Management
Georgia
$2.39M +$7.22K +38 +0.3%
LHC
169
Little House Capital
Massachusetts
$2.36M -$257K -1,428 -10%
WCM
170
Wealthcare Capital Management
Virginia
$2.34M – – –
BSW
171
Buckingham Strategic Wealth
Missouri
$2.31M -$6.48K -36 -0.3%
ECG
172
EPIQ Capital Group
California
$2.23M +$7.38K +41 +0.3%
WT
173
Washington Trust
Rhode Island
$2.17M +$14.5K +82 +0.7%
PSUF
174
People's United Financial
Connecticut
$2.16M +$10.4K +58 +0.5%
SQA
175
Simon Quick Advisors
New Jersey
$2.13M +$55.3K +307 +3%
5 6
7
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