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iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$167M
2
Bank of America
Bank of America
North Carolina
$225M
3
Wells Fargo
Wells Fargo
California
$86.1M
4
GWM
Geneos Wealth Management
Colorado
$29.1M
5
QA
Quantitative Advantage
Minnesota
$21.1M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$681M
2
HF
HRT Financial
New York
$1.39M
3
BlackRock
BlackRock
New York
$204M
4
WI
WBI Investments
New Jersey
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Savant Capital
Illinois
$1.19M -$20.1K -90 -2%
MA
252
Mutual Advisors
Nebraska
$1.17M +$109K +489 +10%
IWMA
253
Ironwood Wealth Management (Arizona)
Arizona
$1.17M -$118K -526 -9%
TFCP
254
Twin Focus Capital Partners
Massachusetts
$1.17M -$16.8K -75 -1%
EPP
255
ETF Portfolio Partners
Kansas
$1.15M -$44.3K -198 -4%
SPC
256
Sigma Planning Corp
Michigan
$1.13M -$11.6K -52 -1%
GL
257
Graypoint LLC
New York
$1.12M – – –
JWCA
258
J.W. Cole Advisors
Florida
$1.12M +$780K +3,490 +229%
PP
259
Prosperity Planning
Missouri
$1.11M +$1.11M +4,975 New
NEWAS
260
N.E.W. Advisory Services
Wisconsin
$1.11M +$1.11M +4,953 New
EH
261
Equitable Holdings
New York
$1.1M -$48.3K -216 -4%
MCM
262
Manchester Capital Management
Vermont
$1.09M – – –
AIM
263
Allen Investment Management
New York
$1.08M – – –
GLLW
264
Graves Light Lenhart Wealth
Virginia
$1.07M – – –
IWM
265
IHT Wealth Management
Illinois
$1.05M -$38.5K -172 -4%
IA
266
IFG Advisory
Georgia
$1.05M -$447 -2 -0%
CCT
267
Country Club Trust
Missouri
$1.04M – – –
CTA
268
Chesley Taft & Associates
Illinois
$1.03M – – –
KeyBank National Association
269
KeyBank National Association
Ohio
$1.03M – – –
Financial Engines Advisors
270
Financial Engines Advisors
California
$1.01M -$20.4K -91 -2%
RW
271
RVW Wealth
California
$1M – – –
MPCG
272
Matrix Private Capital Group
New York
$995K – – –
AIA
273
Alera Investment Advisors
Illinois
$994K – – –
MA
274
MUFG Americas
New York
$993K – – –
Citadel Advisors
275
Citadel Advisors
Florida
$991K -$4.53M -20,255 -82%
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