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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 %
HIA
351
Harbor Investment Advisory
Maryland
$502K – – –
BFEC
352
Benjamin F. Edwards & Company
Missouri
$498K +$498K +1,947 New
AA
353
Ancora Advisors
Ohio
$496K – – –
SWA
354
Sightline Wealth Advisors
Connecticut
$496K +$1.54K +6 +0.3%
SC
355
Scotia Capital
Ontario, Canada
$493K -$3.33K -13 -0.7%
WWP
356
Waypoint Wealth Partners
California
$485K – – –
HCIA
357
Hochman Cole Investment Advisors
Illinois
$482K – – –
WJA
358
Willis Johnson & Associates
Texas
$479K -$4.35K -17 -0.9%
PFO
359
Pathstone Family Office
New Jersey
$475K +$2.31K +9 +0.5%
CPO
360
Cerity Partners OCIO
New York
$471K -$34.8K -136 -7%
PJSIMP
361
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K – – –
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$461K – – –
JIR
363
James Investment Research
Ohio
$459K – – –
HPC
364
HM Payson & Co
Maine
$458K – – –
LW
365
Linscomb Wealth
Texas
$455K -$5.89K -23 -1%
UBV
366
United Bank (Virginia)
Virginia
$453K – – –
MGIA
367
Moneta Group Investment Advisors
Missouri
$452K – – –
AWM
368
AE Wealth Management
Kansas
$448K +$56.1K +219 +14%
PPW
369
Pasadena Private Wealth
California
$446K +$211K +824 +90%
RIA
370
Realta Investment Advisors
Delaware
$443K -$20.5K -80 -4%
PCA
371
Personal Capital Advisors
California
$443K -$5.12K -20 -1%
FWM
372
Frontier Wealth Management
Missouri
$439K – – –
RWM
373
RKL Wealth Management
Pennsylvania
$438K +$2.05K +8 +0.5%
OMC
374
Old Mission Capital
Illinois
$435K +$51.2K +200 +13%
NEWAS
375
N.E.W. Advisory Services
Wisconsin
$430K -$449K -1,745 -51%
13 14
15
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