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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.

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
1
BlackRock
New York
$272M
2
GA
2
Geller Advisors
New York
$54M
3
Invesco
3
Invesco
Georgia
$34.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
Morgan Stanley
5
Morgan Stanley
New York
$117M

Top Sellers

1
ST
1
Sentinel Trust
Texas
$67.3M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$168M
3
WFWM
3
Wechter Feldman Wealth Management
New Jersey
$0
4
UBS Group
4
UBS Group
Switzerland
$78.9M
5
AB
5
Amalgamated Bank
New York
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SCS Capital Management
Massachusetts
$551M 3,716,324 -101,046 -3%
BlackRock
2
BlackRock
New York
$272M 1,834,681 +385,915 +27%
Bank of America
3
Bank of America
North Carolina
$177M 1,192,255 +66,034 +6%
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$168M 1,133,654 -193,240 -15%
Northern Trust
5
Northern Trust
Illinois
$165M 1,112,161 -64,186 -5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$120M 823,111 +2,693 +0.3%
P
7
Pitcairn
Pennsylvania
$118M 792,379 -29,990 -4%
Morgan Stanley
8
Morgan Stanley
New York
$117M 790,971 +179,620 +29%
Goldman Sachs
9
Goldman Sachs
New York
$113M 758,557 +186,223 +33%
Truist Financial
10
Truist Financial
North Carolina
$90.3M 608,974 +35,620 +6%
Ameriprise
11
Ameriprise
Minnesota
$84.9M 572,041 -28,219 -5%
EK
12
Evensky & Katz
Florida
$78.9M 532,019 -10,504 -2%
UBS Group
13
UBS Group
Switzerland
$78.9M 531,826 -108,094 -17%
RMDI
14
R.M. Davis Inc
Maine
$72M 485,735 – –
ST
15
Sentinel Trust
Texas
$67.3M 453,460 -513,586 -53%
US Bancorp
16
US Bancorp
Minnesota
$61.3M 413,597 +1,221 +0.3%
LPL Financial
17
LPL Financial
California
$56.3M 379,282 +4,059 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$55.5M 374,296 +127,300 +52%
GA
19
Geller Advisors
New York
$54M 363,782 +363,782 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$51.9M 349,733 -7,787 -2%
Wells Fargo
21
Wells Fargo
California
$46.8M 315,222 -74,080 -19%
Aviva
22
Aviva
United Kingdom
$46.6M 314,223 -530 -0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$45.1M 303,722 +64,553 +27%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$43.4M 292,408 +23,270 +9%
AB
25
Amalgamated Bank
New York
$36.8M 248,175 -103,893 -30%
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