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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.

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

Top Sellers

1
SIM
1
Strategic Investment Management
Virginia
$366M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
RJA
3
Raymond James & Associates
Florida
$9.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$105M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$683M 4,094,284 -150,530 -4%
SIM
2
Strategic Investment Management
Virginia
$366M 2,207,280 -1,073,340 -33%
Northern Trust
3
Northern Trust
Illinois
$284M 1,703,802 +704,196 +70%
AQR Capital Management
4
AQR Capital Management
Connecticut
$241M 1,444,847 – –
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$227M 1,359,419 -52,666 -4%
ST
6
Sentinel Trust
Texas
$170M 1,017,634 +480,807 +90%
Bank of America
7
Bank of America
North Carolina
$169M 1,014,169 -665,366 -40%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$155M 929,441 -45,615 -5%
P
9
Pitcairn
Pennsylvania
$139M 833,334 -11,411 -1%
Ameriprise
10
Ameriprise
Minnesota
$134M 798,796 -4,063 -0.5%
UBS Group
11
UBS Group
Switzerland
$128M 767,477 +119,973 +19%
Goldman Sachs
12
Goldman Sachs
New York
$114M 681,807 +26,241 +4%
Morgan Stanley
13
Morgan Stanley
New York
$105M 631,067 -222,742 -26%
EK
14
Evensky & Katz
Florida
$105M 629,981 -7,025 -1%
RMDI
15
R.M. Davis Inc
Maine
$81.9M 491,040 +14,930 +3%
LPL Financial
16
LPL Financial
California
$61.8M 370,799 -8,962 -2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$61.6M 369,677 -17,837 -5%
CS
18
Credit Suisse
Switzerland
$60.9M 365,167 +349,355 +2,209%
Allianz Asset Management
19
Allianz Asset Management
Germany
$58.2M 348,962 +251,899 +260%
Aviva
20
Aviva
United Kingdom
$56.5M 338,649 +6,227 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$49.9M 299,515 +64,308 +27%
Wells Fargo
22
Wells Fargo
California
$49.9M 299,454 -82,836 -22%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$47M 281,882 -49,761 -15%
WPW
24
Waldron Private Wealth
Pennsylvania
$44.2M 264,864 -9,737 -4%
TWM
25
Tanglewood Wealth Management
Texas
$42M 252,143 -1,606 -0.6%
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