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iShares Russell 3000 ETF
IWV

Overview Fund Activity

577 hedge funds and large institutions have $5.78B invested in iShares Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
10.16%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.88%
New
46
Increased
122
Reduced
221
Closed
36
Calls
$845K
Puts
$274K
Net Calls
+$571K
Net Calls Change
-$12M

Top Buyers

1
BlackRock
BlackRock
New York
$255M
2
LPL Financial
LPL Financial
California
$108M
3
PP
Pegasus Partners
Wisconsin
$33.5M
4
QA
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$100M
3
SCM
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.4M
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$1.39M -$30.1K -127 -2%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$1.39M -$1.78M -7,493 -56%
APG
228
Abacus Planning Group
South Carolina
$1.38M – – –
BFPW
229
BOK Financial Private Wealth
Colorado
$1.36M +$50K +211 +4%
LIG
230
Lokken Investment Group
Delaware
$1.35M -$9.73K -41 -0.7%
FCM
231
Firestone Capital Management
Florida
$1.34M -$107K -450 -7%
HCM
232
Hollencrest Capital Management
California
$1.32M -$235K -989 -15%
RIM
233
Rockbridge Investment Management
New York
$1.31M -$20.4K -86 -2%
EVM
234
Eaton Vance Management
Massachusetts
$1.29M -$1.19K -5 -0.1%
SPC
235
Sigma Planning Corp
Michigan
$1.27M +$76.2K +321 +6%
LWA
236
Lowe Wealth Advisors
Maryland
$1.27M -$185K -779 -13%
SC
237
Savant Capital
Illinois
$1.26M – – –
MA
238
Mutual Advisors
Nebraska
$1.25M +$2.61K +11 +0.2%
TFCP
239
Twin Focus Capital Partners
Massachusetts
$1.24M – – –
JWCA
240
J.W. Cole Advisors
Florida
$1.22M +$32.5K +137 +3%
EPP
241
ETF Portfolio Partners
Kansas
$1.2M -$18K -76 -1%
GL
242
Graypoint LLC
New York
$1.19M +$237 +1 +0%
FCBT
243
First Citizens Bank & Trust
North Carolina
$1.17M -$230K -969 -16%
IWMA
244
Ironwood Wealth Management (Arizona)
Arizona
$1.17M -$75.6K -319 -6%
MCM
245
Manchester Capital Management
Vermont
$1.16M – – –
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$1.15M +$814K +3,433 +245%
PP
247
Prosperity Planning
Missouri
$1.14M -$40.3K -170 -3%
AIM
248
Allen Investment Management
New York
$1.14M – – –
WAM
249
World Asset Management
Michigan
$1.14M -$2.93M -11,730 -72%
GLLW
250
Graves Light Lenhart Wealth
Virginia
$1.13M – – –
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