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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 %
IAN
201
Integrated Advisors Network
Texas
$1.57M – – –
PCMC
202
Private Capital Management (Colorado)
Colorado
$1.56M +$387K +2,150 +33%
SEI Investments
203
SEI Investments
Pennsylvania
$1.54M -$34.6K -192 -2%
PAG
204
Private Advisor Group
New Jersey
$1.53M -$285K -1,581 -16%
KA
205
Kovack Advisors
Florida
$1.51M -$643K -3,569 -30%
FHC
206
First Heartland Consultants
Missouri
$1.49M +$26.5K +147 +2%
OMC
207
Old Mission Capital
Illinois
$1.48M +$1.48M +8,200 New
BUB
208
BBVA USA Bancshares
Texas
$1.45M -$14.6K -81 -1%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
PWM
210
PRW Wealth Management
Massachusetts
$1.38M +$189K +1,050 +16%
Franklin Resources
211
Franklin Resources
California
$1.37M +$3.81K +20 +0.3%
WA
212
Wealth Architects
California
$1.37M – – –
PFS
213
Prospera Financial Services
Texas
$1.37M -$13.5K -75 -1%
BCA
214
Berman Capital Advisors
Georgia
$1.35M +$534K +2,966 +65%
LNB
215
Ledyard National Bank
$1.33M – – –
SSWM
216
Smith Salley Wealth Management
North Carolina
$1.31M -$45.9K -255 -3%
SCG
217
Sonata Capital Group
Washington
$1.31M -$198K -1,100 -13%
IAS
218
IMA Advisory Services
Colorado
$1.31M -$355K -1,969 -21%
TI
219
Trexquant Investment
Connecticut
$1.3M -$1.53M -8,469 -54%
RSC
220
Red Spruce Capital
Pennsylvania
$1.29M +$11.3K +63 +0.9%
AC
221
Apella Capital
Connecticut
$1.28M – – –
IIM
222
Ironwood Investment Management
Massachusetts
$1.27M -$334K -1,855 -21%
EWM
223
Evercore Wealth Management
New York
$1.27M -$641K -3,558 -34%
BFG
224
Beacon Financial Group
Texas
$1.27M – – –
SW
225
SkyOak Wealth
Michigan
$1.26M -$721K -4,003 -36%
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9
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