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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 %
CTA
251
Chesley Taft & Associates
Illinois
$1.12M – – –
IWM
252
IHT Wealth Management
Illinois
$1.12M +$237 +1 +0%
IA
253
IFG Advisory
Georgia
$1.1M -$14K -59 -1%
CCT
254
Country Club Trust
Missouri
$1.1M – – –
PFS
255
Prospera Financial Services
Texas
$1.1M -$229K -960 -17%
EH
256
Equitable Holdings
New York
$1.06M -$111K -466 -9%
FCI
257
Financial Counselors Inc
Kansas
$1.06M +$174K +732 +20%
Financial Engines Advisors
258
Financial Engines Advisors
California
$1.06M -$11.6K -49 -1%
MPCG
259
Matrix Private Capital Group
New York
$1.06M – – –
AIA
260
Alera Investment Advisors
Illinois
$1.06M – – –
MA
261
MUFG Americas
New York
$1.05M – – –
CFO
262
CVA Family Office
Colorado
$1.04M – – –
HA
263
HC Advisors
Georgia
$1.01M – – –
RW
264
RVW Wealth
California
$1M -$3.73K -7 -0.4%
SSWM
265
Smith Salley Wealth Management
North Carolina
$999K -$1.03M -4,349 -51%
SW
266
SkyOak Wealth
Michigan
$988K -$97.1K -388 -9%
ADL
267
Asset Dedication LLC
California
$976K -$288K -1,211 -23%
CPA
268
Court Place Advisors
Maryland
$966K -$79.2K -334 -8%
ASN
269
Advisory Services Network
Georgia
$955K -$29K -122 -3%
VCP
270
Vista Capital Partners
Oregon
$955K – – –
LFA
271
Legacy Financial Advisors
Kentucky
$932K -$22.8K -96 -2%
DADC
272
D.A. Davidson & Co
Montana
$929K -$8.78K -37 -0.9%
LBC
273
Lowe Brockenbrough & Co
Virginia
$919K +$2.37K +10 +0.3%
BAM
274
Berkshire Asset Management
Pennsylvania
$917K – – –
PFA
275
Pure Financial Advisors
California
$912K -$4.51K -19 -0.5%
9 10
11
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