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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 %
UBV
376
United Bank (Virginia)
Virginia
$396K – – –
MGIA
377
Moneta Group Investment Advisors
Missouri
$395K -$5.81K -26 -1%
CCM
378
Coldstream Capital Management
Washington
$392K -$1.34K -6 -0.3%
LHC
379
Little House Capital
Massachusetts
$386K -$2.52M -11,287 -87%
FWM
380
Frontier Wealth Management
Missouri
$384K – – –
BWM
381
BT Wealth Management
Georgia
$383K +$224 +1 +0.1%
RWM
382
RKL Wealth Management
Pennsylvania
$381K +$1.56K +7 +0.4%
WS
383
Wedbush Securities
California
$380K +$671 +3 +0.2%
IWC
384
Integrated Wealth Concepts
Massachusetts
$379K -$1.12K -5 -0.3%
GP
385
Girard Partners
Pennsylvania
$375K – – –
SFS
386
Summit Financial Strategies
Ohio
$371K – – –
GWM
387
Greenhouse Wealth Management
Connecticut
$370K +$370K +1,653 New
CG
388
Colony Group
Massachusetts
$369K – – –
PFA
389
Pathway Financial Advisors
Vermont
$367K – – –
ATPW
390
Ashton Thomas Private Wealth
Arizona
$366K +$11.4K +51 +3%
PRWA
391
Platte River Wealth Advisors
Colorado
$356K – – –
EIA
392
Eldridge Investment Advisors
New Hampshire
$351K +$23.2K +104 +7%
RIA
393
Realta Investment Advisors
Delaware
$350K +$350K +1,564 New
AWM
394
AE Wealth Management
Kansas
$347K +$347K +1,551 New
PCA
395
Personal Capital Advisors
California
$346K +$40K +179 +13%
AA
396
Ancora Advisors
Ohio
$344K -$15.9K -71 -4%
BWM
397
Brickley Wealth Management
California
$343K -$29.3K -131 -8%
PCG
398
Private Capital Group
Connecticut
$339K -$63.5K -284 -16%
UFF
399
USA Financial Formulas
Michigan
$338K -$226K -1,010 -40%
HTHT
400
Hemenway Trust Hemenway Trust
New Hampshire
$335K -$112K -500 -25%
14 15
16
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