IWV icon

iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$167M
2
Bank of America
Bank of America
North Carolina
$225M
3
Wells Fargo
Wells Fargo
California
$86.1M
4
GWM
Geneos Wealth Management
Colorado
$29.1M
5
QA
Quantitative Advantage
Minnesota
$21.1M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$681M
2
HF
HRT Financial
New York
$1.39M
3
BlackRock
BlackRock
New York
$204M
4
WI
WBI Investments
New Jersey
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
351
TCF National Bank
South Dakota
$483K -$22.4K -100 -4%
JWBC
352
J.W. Burns & Co
New York
$471K – – –
NFG
353
Nations Financial Group
Iowa
$460K +$10.1K +45 +2%
AFA
354
Atlanta Financial Associates
Georgia
$447K – – –
GT
355
Glenview Trust
Kentucky
$443K – – –
HIA
356
Harbor Investment Advisory
Maryland
$442K +$6.92K +31 +2%
CPO
357
Cerity Partners OCIO
New York
$441K – – –
VWA
358
VERITY Wealth Advisors
United States
$440K – – –
WJA
359
Willis Johnson & Associates
Texas
$435K +$435K +1,944 New
SWA
360
Sightline Wealth Advisors
Connecticut
$435K +$435K +1,947 New
PA
361
Paracle Advisors
Washington
$426K +$223 +1 +0.1%
WWP
362
Waypoint Wealth Partners
California
$424K +$424K +1,895 New
HCIA
363
Hochman Cole Investment Advisors
Illinois
$421K – – –
PO
364
Private Ocean
California
$415K +$224 +1 +0.1%
PWPS
365
Pinnacle Wealth Planning Services
Ohio
$414K -$14.3K -64 -3%
PFO
366
Pathstone Family Office
New Jersey
$413K +$413K +1,846 New
A
367
AdvicePeriod
California
$410K +$31.5K +141 +8%
Charles Schwab
368
Charles Schwab
California
$406K +$406K +1,816 New
QC
369
QCM Cayman
Texas
$404K +$158K +706 +64%
LW
370
Linscomb Wealth
Texas
$402K -$56.6K -253 -12%
BHIA
371
Birch Hill Investment Advisors
Massachusetts
$402K -$4.02K -18 -1%
JIR
372
James Investment Research
Ohio
$401K – – –
PJSIMP
373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K – – –
HPC
374
HM Payson & Co
Maine
$400K – – –
MFA
375
Mayflower Financial Advisors
Massachusetts
$399K +$399K +1,787 New
13 14
15
16 17