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iShares Russell 3000 ETF
IWV

Overview Fund Activity

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$284M
2
ST
Sentinel Trust
Texas
$170M
3
CS
Credit Suisse
Switzerland
$60.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.2M
5
CAM
Cresset Asset Management
Illinois
$30.9M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$366M
2
Bank of America
Bank of America
North Carolina
$169M
3
RJA
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
201
Cordasco Financial Network
Florida
$1.21M -$5.34K -32 -0.4%
WPSG
202
Wealth & Pension Services Group
Georgia
$1.18M -$93.7K -562 -7%
FHC
203
First Heartland Consultants
Missouri
$1.13M +$32.7K +196 +3%
UFF
204
USA Financial Formulas
Michigan
$1.13M -$101K -604 -8%
BFM
205
Boston Financial Management
Massachusetts
$1.1M – – –
PCMC
206
Private Capital Management (Colorado)
Colorado
$1.1M +$2.67K +16 +0.2%
PG
207
Patten Group
Tennessee
$1.1M +$142K +855 +15%
HCM
208
Hollencrest Capital Management
California
$1.09M – – –
HNB
209
Huntington National Bank
Ohio
$1.09M -$999K – –
PTC
210
Philadelphia Trust Company
Pennsylvania
$1.08M – – –
SCG
211
Sonata Capital Group
Washington
$1.08M +$333K +2,000 +45%
CA
212
Crewe Advisors
Utah
$1.07M +$17.8K +107 +2%
APG
213
Abacus Planning Group
South Carolina
$1.06M – – –
EWM
214
Evercore Wealth Management
New York
$1.05M – – –
MFT
215
Moisand Fitzgerald Tamayo
Florida
$1.04M – – –
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$1.03M -$183K -1,094 -15%
NIA
217
Northstar Investment Advisors
Colorado
$1.03M – – –
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$1.02M – – –
TSS
219
Two Sigma Securities
New York
$1.01M +$1.01M +6,073 New
KP
220
Keel Point
Alabama
$941K +$62.8K +377 +7%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$936K +$167K +1,000 +22%
CCMW
222
Cypress Capital Management (Wyoming)
Wyoming
$917K +$917K +5,499 New
CBU
223
CIBC Bank USA
Illinois
$909K -$70.9K -425 -7%
EVM
224
Eaton Vance Management
Massachusetts
$894K -$279K -1,672 -24%
SWRP
225
Summit Wealth & Retirement Planning
California
$893K +$3.33K +20 +0.4%
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9
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