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iShares Russell 3000 ETF
IWV

Overview Fund Activity

453 hedge funds and large institutions have $4.8B invested in iShares Russell 3000 ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
28
Increased
121
Reduced
161
Closed
24
Calls
$1.67M
Puts
$1.19M
Net Calls
+$485K
Net Calls Change
+$178K

Top Buyers

1
SB
Suntrust Banks
Georgia
$81M
2
BlackRock
BlackRock
New York
$66.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.8M
4
AB
Amalgamated Bank
New York
$42.1M
5
PCP
Proficio Capital Partners
Massachusetts
$20.1M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$62K
2
Northern Trust
Northern Trust
Illinois
$182M
3
CS
Credit Suisse
Switzerland
$2.55M
4
AQR Capital Management
AQR Capital Management
Connecticut
$195M
5
Allianz Asset Management
Allianz Asset Management
Germany
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Washington Trust
Rhode Island
$1.71M +$118K +685 +7%
IWMA
177
Ironwood Wealth Management (Arizona)
Arizona
$1.7M -$123K -714 -7%
PSUF
178
People's United Financial
Connecticut
$1.68M +$1.68M +9,763 New
GW
179
GW & Wade
Massachusetts
$1.66M – – –
MWM
180
Mission Wealth Management
California
$1.65M +$53.9K +313 +3%
HHGA
181
Halbert Hargrove Global Advisors
California
$1.65M +$1.65M +9,570 New
LWA
182
Lowe Wealth Advisors
Maryland
$1.61M -$37.1K -215 -2%
RC
183
Rinet Company
Massachusetts
$1.57M +$29.8K +173 +2%
Creative Planning
184
Creative Planning
Kansas
$1.51M +$53.4K +310 +4%
MCIA
185
Mountain Capital Investment Advisors
Colorado
$1.5M – – –
BUB
186
BBVA USA Bancshares
Texas
$1.49M -$41.2K -239 -3%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
SSWM
188
Smith Salley Wealth Management
North Carolina
$1.37M -$48.6K -282 -3%
EPP
189
ETF Portfolio Partners
Kansas
$1.35M -$31.5K -183 -2%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$1.33M -$3.87M -22,426 -74%
LNB
191
Ledyard National Bank
$1.33M -$46.9K -272 -3%
FHC
192
First Heartland Consultants
Missouri
$1.33M +$156K +902 +13%
WA
193
Wealth Architects
California
$1.31M +$172 +1 +0%
SCG
194
Sonata Capital Group
Washington
$1.29M +$170K +988 +15%
BFG
195
Beacon Financial Group
Texas
$1.28M – – –
Franklin Resources
196
Franklin Resources
California
$1.27M – – –
NPF
197
Norris Perne & French
Michigan
$1.26M – – –
UFF
198
USA Financial Formulas
Michigan
$1.25M +$126K +755 +11%
CFN
199
Cordasco Financial Network
Florida
$1.24M -$14.5K -84 -1%
CIC
200
Cornercap Investment Counsel
Georgia
$1.22M +$1.22M +7,050 New
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