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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
+$108M
2
Bank of America
Bank of America
North Carolina
+$30.6M
3
Wells Fargo
Wells Fargo
California
+$27.4M
4
GWM
Geneos Wealth Management
Colorado
+$14M
5
QA
Quantitative Advantage
Minnesota
+$9.57M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$78.7M
2
HF
HRT Financial
New York
-$64.5M
3
BlackRock
BlackRock
New York
-$23.8M
4
WI
WBI Investments
New Jersey
-$16.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
276
Court Place Advisors
Maryland
$985K +$1.57K +7 +0.2%
CFO
277
CVA Family Office
Colorado
$984K – – –
SW
278
SkyOak Wealth
Michigan
$969K -$380K -1,700 -28%
HA
279
HC Advisors
Georgia
$955K – – –
PFP
280
Pinnacle Financial Partners
Tennessee
$946K -$335K -1,711 -26%
ASN
281
Advisory Services Network
Georgia
$927K -$152K -678 -14%
CS
282
Comerica Securities
Michigan
$922K – – –
DACG
283
Donor Advised Charitable Giving
California
$917K +$439K +1,966 +92%
LFA
284
Legacy Financial Advisors
Kentucky
$900K -$14.5K -65 -2%
VCP
285
Vista Capital Partners
Oregon
$900K – – –
Jane Street
286
Jane Street
New York
$893K +$893K +3,994 New
DADC
287
D.A. Davidson & Co
Montana
$884K +$9.17K +41 +1%
XF
288
XML Financial
Maryland
$870K +$37.8K +169 +5%
LBC
289
Lowe Brockenbrough & Co
Virginia
$864K – – –
BAM
290
Berkshire Asset Management
Pennsylvania
$864K +$115K +516 +15%
PFA
291
Pure Financial Advisors
California
$863K -$9.83K -44 -1%
CA
292
Crewe Advisors
Utah
$856K -$86K -385 -9%
BAM
293
Beaumont Asset Management
Texas
$854K – – –
BCM
294
Barometer Capital Management
Ontario, Canada
$849K +$849K +3,800 New
Cerity Partners
295
Cerity Partners
New York
$846K +$846K +3,785 New
FCI
296
Financial Counselors Inc
Kansas
$835K – – –
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$828K +$828K +3,703 New
EWM
298
Evercore Wealth Management
New York
$826K -$747K -3,342 -47%
CWM
299
Circle Wealth Management
New Jersey
$819K – – –
CAL
300
Capital Analysts LLC
Pennsylvania
$815K – – –
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12
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