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iShares Russell 3000 ETF
IWV

Overview Fund Activity

494 hedge funds and large institutions have $4.42B invested in iShares Russell 3000 ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 184 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-18
Holders Change %
-3.52%
% of All Funds
10.91%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
1.08%
New
51
Increased
125
Reduced
184
Closed
62
Calls
$2.43M
Puts
$5.69M
Net Calls
-$3.26M
Net Calls Change
-$1.25M

Top Buyers

1
BlackRock
BlackRock
New York
$272M
2
GA
Geller Advisors
New York
$54M
3
Invesco
Invesco
Georgia
$34.3M
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
Morgan Stanley
Morgan Stanley
New York
$117M

Top Sellers

1
ST
Sentinel Trust
Texas
$67.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$168M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
$0
4
UBS Group
UBS Group
Switzerland
$78.9M
5
AB
Amalgamated Bank
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$1.82M -$14.7K -99 -0.8%
WT
177
Washington Trust
Rhode Island
$1.8M +$158K +1,062 +10%
CFA
178
Cahill Financial Advisors
Minnesota
$1.79M -$41.4K -279 -2%
KA
179
Kovack Advisors
Florida
$1.77M -$323K -2,179 -15%
PSUF
180
People's United Financial
Connecticut
$1.77M +$321K +2,162 +22%
JWA
181
JFS Wealth Advisors
Pennsylvania
$1.76M +$890 +6 +0.1%
PI
182
Parkside Investments
Illinois
$1.72M +$1.46M +9,850 +568%
Federated Hermes
183
Federated Hermes
Pennsylvania
$1.71M -$1.34M -9,036 -44%
SQA
184
Simon Quick Advisors
New Jersey
$1.71M -$892K -6,014 -34%
AFAS
185
Acorn Financial Advisory Services
Virginia
$1.69M +$18.5K +125 +1%
ZF
186
Zhang Financial
Michigan
$1.67M -$50K -337 -3%
AllianceBernstein
187
AllianceBernstein
Tennessee
$1.64M +$148 +1 +0%
CFO
188
CVA Family Office
Colorado
$1.64M +$178K +1,200 +12%
RTS
189
Round Table Services
New Jersey
$1.63M +$8.46K +57 +0.5%
SW
190
SkyOak Wealth
Michigan
$1.63M -$40.7K -274 -2%
AWA
191
ARS Wealth Advisors
Florida
$1.57M -$397K -2,679 -20%
TVWM
192
Tower View Wealth Management
Wisconsin
$1.57M -$2.76M -18,622 -64%
EWM
193
Evercore Wealth Management
New York
$1.57M +$113K +762 +8%
AWM
194
Aries Wealth Management
Maine
$1.56M – – –
IWA
195
Intercontinental Wealth Advisors
Texas
$1.55M +$1.06M +7,120 +212%
MWM
196
Mission Wealth Management
California
$1.53M +$22.6K +152 +1%
TSS
197
Two Sigma Securities
New York
$1.52M -$1.52M -10,275 -50%
PAG
198
Private Advisor Group
New Jersey
$1.5M -$1.42M -9,574 -49%
CTI
199
Community Trust & Investment
Kentucky
$1.5M -$277K -1,866 -16%
RC
200
Rinet Company
Massachusetts
$1.48M +$19.4K +131 +1%
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