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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
+$57.2M
2
GA
Geller Advisors
New York
+$54M
3
Invesco
Invesco
Georgia
+$34.3M
4
Goldman Sachs
Goldman Sachs
New York
+$27.6M
5
Morgan Stanley
Morgan Stanley
New York
+$26.6M

Top Sellers

1
ST
Sentinel Trust
Texas
-$76.2M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$28.7M
3
WFWM
Wechter Feldman Wealth Management
New Jersey
-$20.7M
4
UBS Group
UBS Group
Switzerland
-$16M
5
AB
Amalgamated Bank
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
201
EPIQ Partners
Minnesota
$1.47M -$1.56M -10,520 -51%
GW
202
GW & Wade
Massachusetts
$1.43M – – –
SA
203
SL Advisors
New Jersey
$1.42M -$550K -3,711 -28%
HHGA
204
Halbert Hargrove Global Advisors
California
$1.41M – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
IAS
206
IMA Advisory Services
Colorado
$1.37M -$16.6K -112 -1%
IIM
207
Ironwood Investment Management
Massachusetts
$1.32M +$1.32M +8,912 New
SIAS
208
Shine Investment Advisory Services
Colorado
$1.31M +$1.29M +8,700 +5,724%
SEI Investments
209
SEI Investments
Pennsylvania
$1.3M -$897K -6,044 -41%
IAN
210
Integrated Advisors Network
Texas
$1.29M -$29.7K -200 -2%
SCG
211
Sonata Capital Group
Washington
$1.24M – – –
Creative Planning
212
Creative Planning
Kansas
$1.23M -$62K -418 -5%
CA
213
Cetera Advisors
Colorado
$1.22M +$201K +1,354 +20%
FHC
214
First Heartland Consultants
Missouri
$1.21M -$72K -485 -6%
BUB
215
BBVA USA Bancshares
Texas
$1.21M -$83.5K -563 -6%
AAMC
216
Asset Allocation & Management Company
Illinois
$1.19M – – –
PFS
217
Prospera Financial Services
Texas
$1.14M -$76.7K -517 -6%
WA
218
Wealth Architects
California
$1.13M – – –
SSWM
219
Smith Salley Wealth Management
North Carolina
$1.12M +$22.1K +149 +2%
PCIG
220
Partners Capital Investment Group
Massachusetts
$1.1M – – –
LNB
221
Ledyard National Bank
$1.1M -$37.5K -253 -3%
BFPW
222
BOK Financial Private Wealth
Colorado
$1.09M -$5.49M -36,983 -83%
SPC
223
Sigma Planning Corp
Michigan
$1.08M -$32.5K -219 -3%
BFG
224
Beacon Financial Group
Texas
$1.07M – – –
NPF
225
Norris Perne & French
Michigan
$1.07M -$92.7K -625 -8%
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