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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$284M
2
ST
Sentinel Trust
Texas
$170M
3
CS
Credit Suisse
Switzerland
$60.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.2M
5
CAM
Cresset Asset Management
Illinois
$30.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$366M
2
Bank of America
Bank of America
North Carolina
$169M
3
RJA
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$1.86M -$236K -1,417 -11%
CWM
177
Cedar Wealth Management
California
$1.84M -$111K -665 -6%
AWM
178
Aries Wealth Management
Maine
$1.81M – – –
IAS
179
IMA Advisory Services
Colorado
$1.8M +$690K +4,138 +62%
FFBTD
180
First Financial Bank - Trust Division
Ohio
$1.8M – – –
IWMA
181
Ironwood Wealth Management (Arizona)
Arizona
$1.76M +$130K +781 +8%
Millennium Management
182
Millennium Management
New York
$1.74M -$3K -18 -0.2%
SBSB
183
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.67M +$2.5K +15 +0.1%
GW
184
GW & Wade
Massachusetts
$1.6M – – –
LWA
185
Lowe Wealth Advisors
Maryland
$1.59M -$50.2K -301 -3%
WT
186
Washington Trust
Rhode Island
$1.57M -$74.3K -438 -5%
MWM
187
Mission Wealth Management
California
$1.55M +$3.34K +20 +0.2%
RC
188
Rinet Company
Massachusetts
$1.49M +$13.2K +79 +0.9%
BUB
189
BBVA USA Bancshares
Texas
$1.49M +$26.3K +158 +2%
MCIA
190
Mountain Capital Investment Advisors
Colorado
$1.45M – – –
Creative Planning
191
Creative Planning
Kansas
$1.41M -$7.17K -43 -0.5%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$285K +1,115 +26%
SSWM
193
Smith Salley Wealth Management
North Carolina
$1.37M -$3.11M -18,671 -69%
EPP
194
ETF Portfolio Partners
Kansas
$1.34M -$82.2K -493 -6%
AF
195
Advisornet Financial
Minnesota
$1.33M -$281K -1,683 -17%
LNB
196
Ledyard National Bank
$1.33M +$1.33M +7,986 New
BTS
197
BB&T Securities
Virginia
$1.33M -$12.8M -76,785 -91%
WA
198
Wealth Architects
California
$1.27M – – –
Franklin Resources
199
Franklin Resources
California
$1.23M +$35K +210 +3%
NPF
200
Norris Perne & French
Michigan
$1.22M – – –
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