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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 %
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$731K +$52.9K +223 +8%
RPGK
302
Retirement Planning Group (Kansas)
Kansas
$729K – – –
BCM
303
Brookstone Capital Management
Illinois
$729K +$729K +3,074 New
EAM
304
Evanson Asset Management
California
$728K -$33.7K -142 -4%
WMP
305
Wealth Management Partners
Arizona
$706K – – –
FNC
306
First National Corp
Massachusetts
$688K – – –
BEC
307
Blue Edge Capital
Virginia
$678K – – –
CL
308
CPWM LLC
Washington
$667K – – –
JWM
309
Jackson Wealth Management
Florida
$664K – – –
SMA
310
Sage Mountain Advisors
Georgia
$654K +$654K +2,755 New
Neuberger Berman Group
311
Neuberger Berman Group
New York
$646K – – –
ST
312
Spinnaker Trust
Maine
$639K – – –
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$634K – – –
NIA
314
Northstar Investment Advisors
Colorado
$621K – – –
AssetMark Inc
315
AssetMark Inc
California
$615K – – –
TNB
316
TCF National Bank
South Dakota
$613K +$101K +425 +20%
TI
317
tru Independence
Oregon
$610K +$610K +2,570 New
SWRP
318
Summit Wealth & Retirement Planning
California
$608K – – –
PP
319
PrairieView Partners
Minnesota
$606K -$10.7K -45 -2%
HR
320
Howe & Rusling
New York
$604K +$519K +2,185 +607%
BPB
321
Badgley, Phelps & Bell
Washington
$603K -$7.35K -31 -1%
CWM
322
Collaborative Wealth Management
Florida
$601K +$601K +2,289 New
DIA
323
Dana Investment Advisors
Wisconsin
$599K +$41.8K +176 +7%
LJHT
324
Laurie J. Hall Trustee
$597K +$32.3K +136 +6%
BBNA
325
Bremer Bank National Association
Minnesota
$593K – – –
11 12
13
14 15