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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 %
SWA
351
Sightline Wealth Advisors
Connecticut
$460K -$3.57K -15 -0.8%
AA
352
Ancora Advisors
Ohio
$460K +$94.9K +400 +26%
PJSIMP
353
P.J. Schmidt Investment Management (PJS)
Wisconsin
$452K – – –
Cerity Partners
354
Cerity Partners
New York
$450K -$449K -1,890 -50%
WWP
355
Waypoint Wealth Partners
California
$450K – – –
WJA
356
Willis Johnson & Associates
Texas
$448K -$13K -55 -3%
AFA
357
Atlanta Financial Associates
Georgia
$447K – – –
HCIA
358
Hochman Cole Investment Advisors
Illinois
$447K – – –
PO
359
Private Ocean
California
$440K – – –
PFO
360
Pathstone Family Office
New Jersey
$438K – – –
RIA
361
Realta Investment Advisors
Delaware
$430K +$58.9K +248 +16%
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$427K – – –
LW
363
Linscomb Wealth
Texas
$427K +$237 +1 +0.1%
JIR
364
James Investment Research
Ohio
$426K – – –
HPC
365
HM Payson & Co
Maine
$425K – – –
SBH
366
Segall Bryant & Hamill
Illinois
$424K -$253K -1,068 -37%
UBV
367
United Bank (Virginia)
Virginia
$420K – – –
MGIA
368
Moneta Group Investment Advisors
Missouri
$419K -$237 -1 -0.1%
CCM
369
Coldstream Capital Management
Washington
$416K – – –
PCA
370
Personal Capital Advisors
California
$416K +$48.2K +203 +13%
FWM
371
Frontier Wealth Management
Missouri
$407K – – –
CG
372
Colony Group
Massachusetts
$406K +$15.2K +64 +4%
RWM
373
RKL Wealth Management
Pennsylvania
$404K – – –
WS
374
Wedbush Securities
California
$404K +$712 +3 +0.2%
GP
375
Girard Partners
Pennsylvania
$398K – – –
13 14
15
16 17