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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 %
IWMA
201
Ironwood Wealth Management (Arizona)
Arizona
$1.69M 8,982 -276 -3%
IAN
202
Integrated Advisors Network
Texas
$1.68M 8,923 +8,923 New
Creative Planning
203
Creative Planning
Kansas
$1.64M 8,718 -32 -0.4%
BUB
204
BBVA USA Bancshares
Texas
$1.64M 8,686 +8,686 New
FHC
205
First Heartland Consultants
Missouri
$1.63M 8,627 +565 +7%
SCG
206
Sonata Capital Group
Washington
$1.58M 8,375 – –
PFS
207
Prospera Financial Services
Texas
$1.54M 8,174 -19 -0.2%
AAMC
208
Asset Allocation & Management Company
Illinois
$1.51M 8,015 +8,015 New
LWA
209
Lowe Wealth Advisors
Maryland
$1.49M 7,880 -990 -11%
NPF
210
Norris Perne & French
Michigan
$1.48M 7,825 +500 +7%
EPP
211
ETF Portfolio Partners
Kansas
$1.46M 7,739 +76 +1%
LNB
212
Ledyard National Bank
$1.44M 7,643 -176 -2%
WA
213
Wealth Architects
California
$1.44M 7,614 +2 +0%
SPC
214
Sigma Planning Corp
Michigan
$1.41M 7,504 +5,104 +213%
PCIG
215
Partners Capital Investment Group
Massachusetts
$1.4M 7,441 +7,293 +4,928%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$1.4M 5,464 – –
SSWM
217
Smith Salley Wealth Management
North Carolina
$1.39M 7,386 -835 -10%
Franklin Resources
218
Franklin Resources
California
$1.39M 7,384 – –
BFG
219
Beacon Financial Group
Texas
$1.34M 7,131 -289 -4%
SBH
220
Segall Bryant & Hamill
Illinois
$1.34M 7,133 +4,270 +149%
RSC
221
Red Spruce Capital
Pennsylvania
$1.32M 6,983 +6,983 New
CA
222
Cetera Advisors
Colorado
$1.3M 6,893 +581 +9%
CFN
223
Cordasco Financial Network
Florida
$1.26M 6,707 -16 -0.2%
CHC
224
City Holding Co
West Virginia
$1.26M 6,700 +2,183 +48%
MCM
225
Monument Capital Management
Virginia
$1.25M 6,649 – –
7 8
9
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