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iShares Russell 3000 ETF
IWV

Overview Fund Activity

584 hedge funds and large institutions have $6.33B invested in iShares Russell 3000 ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 194 reducing their positions, and 29 closing their positions.

Holders
584
Holders Change
+7
Holders Change %
+1.21%
% of All Funds
10.2%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.93%
New
51
Increased
152
Reduced
194
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K

Top Buyers

1
CDIA
1
Capital Directions Investment Advisors
Georgia
$16.7M
2
ST
2
Sentinel Trust
Texas
$73M
3
NFG
3
Nations Financial Group
Iowa
$15.8M
4
PP
4
Pegasus Partners
Wisconsin
$48.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$9.97M

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$31.2M
2
IWA
2
Intercontinental Wealth Advisors
Texas
$232K
3
SCM
3
SCS Capital Management
Massachusetts
$733M
4
Wells Fargo
4
Wells Fargo
California
$77.4M
5
P
5
Pitcairn
Pennsylvania
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
RSC
226
Red Spruce Capital
Pennsylvania
$1.7M 6,658 -159 -2%
MWM
227
Modera Wealth Management
New Jersey
$1.65M 6,434 – –
PCIG
228
Partners Capital Investment Group
Massachusetts
$1.64M 6,401 – –
WA
229
Wealth Architects
California
$1.63M 6,353 – –
SPC
230
Sigma Planning Corp
Michigan
$1.62M 6,345 +984 +18%
CFN
231
Cordasco Financial Network
Florida
$1.62M 6,324 -117 -2%
HF
232
HRT Financial
New York
$1.61M 6,310 -485 -7%
AC
233
Apella Capital
Connecticut
$1.6M 6,250 – –
CTC
234
Central Trust Company
Missouri
$1.59M 6,220 -149 -2%
SPFA
235
Summit Place Financial Advisors
New Jersey
$1.57M 6,141 – –
TFCP
236
Twin Focus Capital Partners
Massachusetts
$1.57M 6,136 +900 +17%
MFT
237
Moisand Fitzgerald Tamayo
Florida
$1.56M 6,113 -22 -0.4%
RIM
238
Rockbridge Investment Management
New York
$1.56M 6,096 +575 +10%
AAMC
239
Asset Allocation & Management Company
Illinois
$1.54M 6,021 +6,021 New
APG
240
Abacus Planning Group
South Carolina
$1.49M 5,824 – –
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$1.49M 5,808 -52 -0.9%
LIG
242
Lokken Investment Group
Delaware
$1.48M 5,794 +105 +2%
FCM
243
Firestone Capital Management
Florida
$1.44M 5,619 -12 -0.2%
E
244
Ergoteles
New York
$1.43M 5,574 +5,574 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1.4M 5,464 – –
EVM
246
Eaton Vance Management
Massachusetts
$1.4M 5,460 +35 +0.6%
SC
247
Savant Capital
Illinois
$1.36M 5,302 -7 -0.1%
LWA
248
Lowe Wealth Advisors
Maryland
$1.35M 5,256 -100 -2%
NEPWA
249
New England Private Wealth Advisors
Massachusetts
$1.34M 5,222 +4,006 +329%
MA
250
Mutual Advisors
Nebraska
$1.32M 5,175 -79 -2%
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