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iShares Russell 3000 ETF
IWV

Overview Fund Activity

582 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 200 reducing their positions, and 31 closing their positions.

Holders
582
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.88%
New
40
Increased
124
Reduced
200
Closed
31
Calls
$2.93M
Puts
$3.26M
Net Calls
-$330K
Net Calls Change
-$357K

Top Buyers

1
FWM
1
FFT Wealth Management
Pennsylvania
$93.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$187M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$24.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.6M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$632M
2
Aviva
2
Aviva
United Kingdom
$0
3
GA
3
Geller Advisors
New York
$32.1M
4
BlackRock
4
BlackRock
New York
$244M
5
Bank of America
5
Bank of America
North Carolina
$215M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$1.19M 4,663 -114 -2%
BAM
252
Berkshire Asset Management
Pennsylvania
$1.18M 4,639 – –
IWM
253
IHT Wealth Management
Illinois
$1.18M 4,629 -53 -1%
IA
254
IFG Advisory
Georgia
$1.18M 4,631 +1 +0%
CTA
255
Chesley Taft & Associates
Illinois
$1.17M 4,608 – –
Financial Engines Advisors
256
Financial Engines Advisors
California
$1.14M 4,463 – –
MA
257
MUFG Americas
New York
$1.13M 4,440 – –
MPCG
258
Matrix Private Capital Group
New York
$1.12M 4,400 -50 -1%
AIA
259
Alera Investment Advisors
Illinois
$1.11M 4,357 – –
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$1.1M 4,320 -66 -2%
FCI
261
Financial Counselors Inc
Kansas
$1.09M 4,278 -100 -2%
PFS
262
Prospera Financial Services
Texas
$1.09M 4,252 -162 -4%
HA
263
HC Advisors
Georgia
$1.09M 4,270 – –
SSWM
264
Smith Salley Wealth Management
North Carolina
$1.08M 4,236 +6 +0.1%
ADL
265
Asset Dedication LLC
California
$1.07M 4,201 – –
FCBT
266
First Citizens Bank & Trust
North Carolina
$1.07M 4,181 +17 +0.4%
PP
267
Prosperity Planning
Missouri
$1.04M 4,079 -131 -3%
CPA
268
Court Place Advisors
Maryland
$1.04M 4,082 +6 +0.1%
VCP
269
Vista Capital Partners
Oregon
$1.03M 4,026 – –
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$989K 3,880 -10,435 -73%
APG
271
Abacus Planning Group
South Carolina
$989K 3,882 -1,942 -33%
IWMA
272
Ironwood Wealth Management (Arizona)
Arizona
$989K 3,880 -266 -6%
CA
273
Crewe Advisors
Utah
$955K 3,747 -10 -0.3%
CCT
274
Country Club Trust
Missouri
$947K 3,675 -995 -21%
ST
275
Sabal Trust
Florida
$926K 3,635 +3,635 New
9 10
11
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