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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HA
276
HC Advisors
Georgia
$1.09M – – –
SSWM
277
Smith Salley Wealth Management
North Carolina
$1.08M +$5.38K +21 +0.5%
PP
278
Prosperity Planning
Missouri
$1.08M -$152K -595 -12%
ADL
279
Asset Dedication LLC
California
$1.08M +$23K +90 +2%
FCBT
280
First Citizens Bank & Trust
North Carolina
$1.07M -$193K -752 -15%
IWMA
281
Ironwood Wealth Management (Arizona)
Arizona
$1.06M -$197K -771 -16%
HCM
282
Hollencrest Capital Management
California
$1.05M -$379K -1,480 -27%
CPA
283
Court Place Advisors
Maryland
$1.04M +$1.02K +4 +0.1%
VCP
284
Vista Capital Partners
Oregon
$1.03M – – –
CCM
285
Coldstream Capital Management
Washington
$969K +$521K +2,036 +116%
PFA
286
Pure Financial Advisors
California
$965K -$18.9K -74 -2%
LFA
287
Legacy Financial Advisors
Kentucky
$963K -$42.2K -165 -4%
5L
288
55I LLC
Massachusetts
$961K -$2.56K -10 -0.3%
CA
289
Crewe Advisors
Utah
$961K – – –
SW
290
SkyOak Wealth
Michigan
$956K -$54.5K -213 -5%
EWM
291
Evercore Wealth Management
New York
$945K – – –
BAM
292
Beaumont Asset Management
Texas
$936K -$17.9K -70 -2%
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$925K +$105K +410 +13%
XF
294
XML Financial
Maryland
$913K +$39.4K +154 +5%
CWM
295
Circle Wealth Management
New Jersey
$905K -$32K -125 -3%
AIC
296
Ayalon Insurance Company
Israel
$901K – – –
LBC
297
Lowe Brockenbrough & Co
Virginia
$899K -$92.9K -363 -9%
CAL
298
Capital Analysts LLC
Pennsylvania
$897K – – –
SFO
299
Stokes Family Office
Louisiana
$896K – – –
KA
300
Kovack Advisors
Florida
$894K +$10.5K +41 +1%
10 11
12
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