iShares Russell 3000 ETF
495 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, 185 reducing their positions, and 62 closing their positions.
0.15% less ownership
Funds ownership: 53.83% → 53.68% (-0.15%)
4% less funds holding
Funds holding: 513 → 495 (-18)
6% less funds holding in top 10
Funds holding in top 10: 52 → 49 (-3)
18% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 62
19% less capital invested
Capital invested by funds: $5.47B → $4.42B (-$1.05B)
32% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 185
57% less call options, than puts
Call options by funds: $2.43M | Put options by funds: $5.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$68.7M |
| 2 |
GA
Geller Advisors
New York
|
+$64.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.1M |
| 4 |
Goldman Sachs
New York
|
+$33.1M |
| 5 |
Morgan Stanley
New York
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sentinel Trust
Houston,
Texas
|
-$91.4M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$34.4M |
| 3 |
WFWM
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
-$20.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.2M |
| 5 |
AB
Amalgamated Bank
New York
|
-$18.5M |
IWV Hedge Fund Activity: Q1 2020 in Review
495 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q1 2020, worth a combined $4.42B — down 19% from $5.47B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of IWV and 51 opened new positions — a net loss of 11 holders — while 185 trimmed existing stakes and 125 added.
The largest buyer was BlackRock, adding an estimated $68.7M. The largest seller was Sentinel Trust, cutting an estimated $91.4M.
- 495 institutional investors held iShares Russell 3000 ETF (IWV) as of Q1 2020, down from 513 in Q4 2019.
- Funds reported $4.42B of iShares Russell 3000 ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 51 funds opened new iShares Russell 3000 ETF positions in Q1 2020 and 62 closed out, a net change of -11 holders.
- The largest iShares Russell 3000 ETF buyer in Q1 2020 was BlackRock, an estimated $68.7M added.
- The largest iShares Russell 3000 ETF seller in Q1 2020 was Sentinel Trust, an estimated $91.4M sold.
Based on aggregated 13F filings for Q1 2020.