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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 %
SCM
1
SCS Capital Management
Massachusetts
$720M 3,817,370 -207,437 -5%
BlackRock
2
BlackRock
New York
$273M 1,448,766 -14,215 -1%
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$250M 1,326,894 -10,585 -0.8%
Northern Trust
4
Northern Trust
Illinois
$222M 1,176,347 +36,239 +3%
Bank of America
5
Bank of America
North Carolina
$212M 1,126,221 +76,978 +7%
ST
6
Sentinel Trust
Texas
$182M 967,046 +16,973 +2%
P
7
Pitcairn
Pennsylvania
$155M 822,369 -4,775 -0.6%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$155M 820,418 -26,304 -3%
UBS Group
9
UBS Group
Switzerland
$121M 639,920 +16,042 +3%
Morgan Stanley
10
Morgan Stanley
New York
$115M 611,351 -21,160 -3%
Ameriprise
11
Ameriprise
Minnesota
$113M 600,260 +2,765 +0.5%
Truist Financial
12
Truist Financial
North Carolina
$108M 573,354 +557,340 +3,480%
Goldman Sachs
13
Goldman Sachs
New York
$108M 572,334 -15,466 -3%
EK
14
Evensky & Katz
Florida
$102M 542,523 -25,951 -5%
RMDI
15
R.M. Davis Inc
Maine
$91.6M 485,735 – –
US Bancorp
16
US Bancorp
Minnesota
$77.7M 412,376 -1,947 -0.5%
Wells Fargo
17
Wells Fargo
California
$73.4M 389,302 +88,426 +29%
LPL Financial
18
LPL Financial
California
$70.7M 375,223 -3,833 -1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$67.4M 357,520 -1,615 -0.4%
AB
20
Amalgamated Bank
New York
$66.4M 352,068 -130,932 -27%
Aviva
21
Aviva
United Kingdom
$59.3M 314,753 +3,989 +1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$50.7M 269,138 -11,199 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.6M 246,996 -59,534 -19%
TFF
24
The Family Firm
Maryland
$46.5M 246,832 +246,832 New
WPW
25
Waldron Private Wealth
Pennsylvania
$45.4M 240,978 -616 -0.3%
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