IWV icon

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 %
NIA
326
Northstar Investment Advisors
Colorado
$682K – – –
SCM
327
Sterneck Capital Management
Missouri
$681K +$681K +2,611 New
AssetMark Inc
328
AssetMark Inc
California
$661K -$2.3K -9 -0.3%
DIA
329
Dana Investment Advisors
Wisconsin
$659K +$12.5K +49 +2%
MWA
330
Motive Wealth Advisors
Michigan
$658K +$658K +2,570 New
PP
331
PrairieView Partners
Minnesota
$654K +$256 +1 +0%
RRCM
332
Rappaport Reiches Capital Management
Illinois
$646K +$646K +2,526 New
EIP
333
Ellis Investment Partners
Pennsylvania
$637K +$256 +1 +0%
HR
334
Howe & Rusling
New York
$634K -$16.9K -66 -3%
BRWA
335
B. Riley Wealth Advisors
Florida
$606K -$25.1K -98 -4%
RCAG
336
Rehmann Capital Advisory Group
Michigan
$602K – – –
GC
337
Gibson Capital
Pennsylvania
$597K – – –
WS
338
Wedbush Securities
California
$595K +$159K +620 +36%
WSTAM
339
Wilbanks Smith & Thomas Asset Management
Virginia
$583K -$14.9K -58 -2%
MIM
340
MTM Investment Management
South Carolina
$576K – – –
CFA
341
Capstone Financial Advisors
Illinois
$568K +$2.81K +11 +0.5%
QPWM
342
Quadrant Private Wealth Management
Pennsylvania
$563K +$2.05K +8 +0.4%
FNT
343
First National Trust
Pennsylvania
$558K +$2.81K +11 +0.5%
TGAM
344
TBH Global Asset Management
Tennessee
$557K – – –
JWBC
345
J.W. Burns & Co
New York
$539K – – –
Cerity Partners
346
Cerity Partners
New York
$537K +$52.4K +205 +11%
FNC
347
First National Corp
Massachusetts
$523K – – –
RFC
348
Regions Financial Corp
Alabama
$521K -$10.2K -40 -2%
GT
349
Glenview Trust
Kentucky
$521K +$7.68K +30 +1%
VWA
350
VERITY Wealth Advisors
United States
$503K – – –
12 13
14
15 16