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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
+$38.3M
2
LPL Financial
LPL Financial
California
+$17.6M
3
PP
Pegasus Partners
Wisconsin
+$16.5M
4
QA
Quantitative Advantage
Minnesota
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$121M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$62.2M
3
SCM
SCS Capital Management
Massachusetts
-$24.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.8M
5
PAS
Park Avenue Securities
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
276
55I LLC
Massachusetts
$894K +$91.8K +387 +11%
CA
277
Crewe Advisors
Utah
$891K -$17.6K -74 -2%
HB
278
Homrich & Berg
Georgia
$891K +$55.8K +235 +7%
BAM
279
Beaumont Asset Management
Texas
$885K -$21.3K -90 -2%
EWM
280
Evercore Wealth Management
New York
$876K – – –
CS
281
Comerica Securities
Michigan
$873K -$105K -443 -11%
CWM
282
Circle Wealth Management
New Jersey
$869K – – –
AIC
283
Ayalon Insurance Company
Israel
$841K +$841K +3,500 New
SFS
284
Sowell Financial Services
Arkansas
$838K +$23.7K +95 +3%
CAL
285
Capital Analysts LLC
Pennsylvania
$831K -$33.4K -141 -4%
SFO
286
Stokes Family Office
Louisiana
$830K – – –
DACG
287
Donor Advised Charitable Giving
California
$823K -$150K -634 -15%
NEWAS
288
N.E.W. Advisory Services
Wisconsin
$820K -$369K -1,536 -31%
C
289
Certuity
Florida
$819K -$15.4K -65 -2%
KA
290
Kovack Advisors
Florida
$819K +$25.2K +106 +3%
AF
291
Advisornet Financial
Minnesota
$810K -$21.1K -89 -3%
XF
292
XML Financial
Maryland
$809K -$114K -481 -12%
CIA
293
Choate Investment Advisors
Massachusetts
$809K +$809K +3,410 New
GIA
294
GHP Investment Advisors
Colorado
$779K – – –
BCA
295
Berman Capital Advisors
Georgia
$765K +$1.42K +6 +0.2%
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$761K -$16.6K -70 -2%
DL
297
DOHJ LLC
Washington
$742K +$742K +3,128 New
MWPCG
298
Measured Wealth Private Client Group
New Hampshire
$740K -$624K -2,629 -46%
CCM
299
Chilton Capital Management
Texas
$739K +$739K +3,114 New
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$738K -$141K -593 -16%
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