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iShares Russell 3000 ETF
IWV

Overview Fund Activity

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M

Top Buyers

1
FSA
1
Financial Services Advisory
Maryland
$26.1M
2
WI
2
WBI Investments
New Jersey
$18.9M
3
Ameriprise
3
Ameriprise
Minnesota
$121M
4
PAS
4
Park Avenue Securities
New York
$16.9M
5
HF
5
HRT Financial
New York
$33.2M

Top Sellers

1
RMDI
1
R.M. Davis Inc
Maine
$28.2M
2
ST
2
Sentinel Trust
Texas
$40M
3
Invesco
3
Invesco
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$111M
5
AB
5
Amalgamated Bank
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
176
First National Bank of Omaha
Nebraska
$2.11M -$946K -5,256 -31%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.1M -$102K -567 -5%
JWA
178
JFS Wealth Advisors
Pennsylvania
$2.1M -$36.2K -201 -2%
TWM
179
Tolleson Wealth Management
Texas
$2.05M -$2.12M -11,762 -51%
AFAS
180
Acorn Financial Advisory Services
Virginia
$2.05M – – –
CFA
181
Cahill Financial Advisors
Minnesota
$2.04M -$137K -759 -6%
AllianceBernstein
182
AllianceBernstein
Tennessee
$2M +$720 +4 +0%
RTS
183
Round Table Services
New Jersey
$1.98M – – –
ZF
184
Zhang Financial
Michigan
$1.97M -$60K -333 -3%
AWM
185
Aries Wealth Management
Maine
$1.95M – – –
EWA
186
EP Wealth Advisors
California
$1.93M -$1.63M -9,068 -46%
RC
187
Rinet Company
Massachusetts
$1.86M +$65K +361 +4%
MWM
188
Mission Wealth Management
California
$1.85M +$360 +2 +0%
CTI
189
Community Trust & Investment
Kentucky
$1.82M – – –
FTUS
190
Flow Traders U.S.
New York
$1.78M +$1.78M +9,899 New
EP
191
EPIQ Partners
Minnesota
$1.75M -$40.5K -225 -2%
GW
192
GW & Wade
Massachusetts
$1.73M – – –
SA
193
SL Advisors
New Jersey
$1.73M – – –
AWA
194
ARS Wealth Advisors
Florida
$1.71M -$197K -1,095 -10%
HHGA
195
Halbert Hargrove Global Advisors
California
$1.71M – – –
CS
196
Credit Suisse
Switzerland
$1.7M -$758K -4,208 -31%
SAM
197
Silvercrest Asset Management
New York
$1.68M -$1.59M -8,830 -49%
CHC
198
City Holding Co
West Virginia
$1.63M +$384K +2,130 +31%
SIAS
199
Shine Investment Advisory Services
Colorado
$1.61M +$13.1K +73 +0.8%
CA
200
Cetera Advisors
Colorado
$1.59M +$99.9K +555 +7%
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8
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