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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 %
Renaissance Technologies
326
Renaissance Technologies
New York
$593K +$593K +2,500 New
EIP
327
Ellis Investment Partners
Pennsylvania
$590K +$474 +2 +0.1%
BRWA
328
B. Riley Wealth Advisors
Florida
$585K +$585K +2,465 New
RCAG
329
Rehmann Capital Advisory Group
Michigan
$558K +$474 +2 +0.1%
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$554K +$10.9K +46 +2%
GC
331
Gibson Capital
Pennsylvania
$553K – – –
SFG
332
Summit Financial Group
West Virginia
$550K -$220K -929 -29%
EW
333
Evoke Wealth
California
$544K +$403K +1,698 +285%
MIM
334
MTM Investment Management
South Carolina
$534K -$7.12K -30 -1%
CFA
335
Capstone Financial Advisors
Illinois
$524K -$768K -3,239 -59%
QPWM
336
Quadrant Private Wealth Management
Pennsylvania
$520K – – –
TGAM
337
TBH Global Asset Management
Tennessee
$516K – – –
FNT
338
First National Trust
Pennsylvania
$515K -$66.5K -280 -11%
JWBC
339
J.W. Burns & Co
New York
$500K – – –
RFC
340
Regions Financial Corp
Alabama
$493K -$55.7K -235 -10%
NFG
341
Nations Financial Group
Iowa
$492K +$3.09K +13 +0.6%
PA
342
Paracle Advisors
Washington
$482K +$29.8K +126 +7%
GT
343
Glenview Trust
Kentucky
$476K +$6.17K +26 +1%
CPO
344
Cerity Partners OCIO
New York
$469K +$237 +1 +0.1%
HI
345
Harbour Investments
Wisconsin
$469K +$469K +1,976 New
VWA
346
VERITY Wealth Advisors
United States
$467K – – –
A
347
AdvicePeriod
California
$467K +$31.8K +134 +7%
Fisher Asset Management
348
Fisher Asset Management
Washington
$467K +$467K +1,970 New
HIA
349
Harbor Investment Advisory
Maryland
$465K -$4.27K -18 -0.9%
SC
350
Scotia Capital
Ontario, Canada
$460K -$183K -772 -28%
12 13
14
15 16