IWV icon

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 %
EPP
251
ETF Portfolio Partners
Kansas
$1.31M 5,116 +40 +0.8%
JWCA
252
J.W. Cole Advisors
Florida
$1.3M 5,080 -71 -1%
GL
253
Graypoint LLC
New York
$1.29M 5,057 +31 +0.6%
TF
254
Trek Financial
Arizona
$1.25M 4,888 +4,888 New
MCM
255
Manchester Capital Management
Vermont
$1.25M 4,868 – –
AIM
256
Allen Investment Management
New York
$1.23M 4,807 – –
ASN
257
Advisory Services Network
Georgia
$1.22M 4,777 +753 +19%
GLLW
258
Graves Light Lenhart Wealth
Virginia
$1.22M 4,776 – –
EH
259
Equitable Holdings
New York
$1.22M 4,776 +307 +7%
DACG
260
Donor Advised Charitable Giving
California
$1.22M 4,767 +1,298 +37%
IWM
261
IHT Wealth Management
Illinois
$1.2M 4,682 -29 -0.6%
CCT
262
Country Club Trust
Missouri
$1.2M 4,670 – –
BAM
263
Berkshire Asset Management
Pennsylvania
$1.19M 4,639 +773 +20%
IA
264
IFG Advisory
Georgia
$1.18M 4,630 -24 -0.5%
CTA
265
Chesley Taft & Associates
Illinois
$1.18M 4,608 – –
Financial Engines Advisors
266
Financial Engines Advisors
California
$1.14M 4,463 – –
MPCG
267
Matrix Private Capital Group
New York
$1.14M 4,450 – –
DADC
268
D.A. Davidson & Co
Montana
$1.14M 4,450 +534 +14%
MA
269
MUFG Americas
New York
$1.14M 4,440 – –
PFS
270
Prospera Financial Services
Texas
$1.14M 4,414 -211 -5%
HB
271
Homrich & Berg
Georgia
$1.13M 4,418 +663 +18%
CFO
272
CVA Family Office
Colorado
$1.13M 4,400 – –
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$1.12M 4,386 -447 -9%
FCI
274
Financial Counselors Inc
Kansas
$1.12M 4,378 -90 -2%
AIA
275
Alera Investment Advisors
Illinois
$1.12M 4,357 -89 -2%
9 10
11
12 13