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iShares Russell 3000 ETF
IWV

Overview Fund Activity

512 hedge funds and large institutions have $5.47B invested in iShares Russell 3000 ETF in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 135 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
10.11%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.03%
New
88
Increased
135
Reduced
148
Closed
23
Calls
$511K
Puts
$2.53M
Net Calls
-$2.02M
Net Calls Change
-$1.58M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$108M
2
TFF
2
The Family Firm
Maryland
$46.5M
3
GDP
3
Great Diamond Partners
Maine
$22.3M
4
Wells Fargo
4
Wells Fargo
California
$73.4M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$15.3M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
SCM
2
SCS Capital Management
Massachusetts
$720M
3
AB
3
Amalgamated Bank
New York
$66.4M
4
VF
4
Virtu Financial
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
176
Cahill Financial Advisors
Minnesota
$2.33M 12,370 -1,191 -9%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.33M 12,344 +364 +3%
CTI
178
Community Trust & Investment
Kentucky
$2.25M 11,948 – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$2.24M 11,864 -104 -0.9%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$2.21M 12,035 +12,035 New
ZF
181
Zhang Financial
Michigan
$2.19M 11,592 -820 -7%
ICMP
182
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.18M 11,581 +2,911 +34%
AFAS
183
Acorn Financial Advisory Services
Virginia
$2.13M 11,278 +11,278 New
SW
184
SkyOak Wealth
Michigan
$2.12M 11,260 +11,260 New
PWM
185
PRW Wealth Management
Massachusetts
$2.12M 11,246 – –
WT
186
Washington Trust
Rhode Island
$2.09M 11,095 +698 +7%
AllianceBernstein
187
AllianceBernstein
Tennessee
$2.09M 11,075 -2,071 -16%
RTS
188
Round Table Services
New Jersey
$2.06M 10,944 -4,247 -28%
AWM
189
Aries Wealth Management
Maine
$2.05M 10,833 – –
CWM
190
Cedar Wealth Management
California
$2.03M 10,786 +98 +0.9%
MWM
191
Mission Wealth Management
California
$1.91M 10,140 +639 +7%
CFO
192
CVA Family Office
Colorado
$1.86M 9,855 +9,855 New
RC
193
Rinet Company
Massachusetts
$1.86M 9,846 +732 +8%
EWM
194
Evercore Wealth Management
New York
$1.85M 9,832 – –
PSUF
195
People's United Financial
Connecticut
$1.85M 9,794 -16 -0.2%
ZIM
196
Zacks Investment Management
Illinois
$1.83M 9,710 +9,710 New
GW
197
GW & Wade
Massachusetts
$1.81M 9,609 – –
MWP
198
MYCIO Wealth Partners
Pennsylvania
$1.8M 9,535 +1,678 +21%
HHGA
199
Halbert Hargrove Global Advisors
California
$1.79M 9,490 -80 -0.8%
IAS
200
IMA Advisory Services
Colorado
$1.76M 9,333 -587 -6%
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