IWV icon

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 %
ATPW
376
Ashton Thomas Private Wealth
Arizona
$398K +$9.73K +41 +3%
PFA
377
Pathway Financial Advisors
Vermont
$396K – – –
SPIA
378
Steward Partners Investment Advisory
New York
$396K +$89.7K +378 +29%
SFS
379
Summit Financial Strategies
Ohio
$393K – – –
GWM
380
Greenhouse Wealth Management
Connecticut
$392K – – –
MFA
381
Mayflower Financial Advisors
Massachusetts
$385K -$38.6K -163 -9%
GCP
382
GSA Capital Partners
United Kingdom
$381K -$197K -829 -34%
BWM
383
BT Wealth Management
Georgia
$378K -$27.7K -117 -7%
PRWA
384
Platte River Wealth Advisors
Colorado
$376K – – –
EIA
385
Eldridge Investment Advisors
New Hampshire
$373K – – –
BCPWM
386
Bradley & Co Private Wealth Management
Florida
$369K +$369K +1,557 New
WB
387
WesBanco Bank
West Virginia
$367K +$367K +1,547 New
AWM
388
AE Wealth Management
Kansas
$363K -$4.98K -21 -1%
BWM
389
Brickley Wealth Management
California
$363K – – –
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$359K -$80.6K -340 -18%
FAIM
391
Financial Advocates Investment Management
Washington
$356K +$12.3K +52 +4%
OMC
392
Old Mission Capital
Illinois
$356K +$356K +1,500 New
PG
393
Patten Group
Tennessee
$355K – – –
IA
394
IFP Advisors
Florida
$351K -$950 -4 -0.3%
SCM
395
SOL Capital Management
Maryland
$349K -$2.37K -10 -0.7%
FWCM
396
Ferguson Wellman Capital Management
Oregon
$348K +$1.42K +6 +0.4%
WPA
397
West Paces Advisors
Georgia
$342K – – –
MWM
398
Madison Wealth Management
Ohio
$338K – – –
HPA
399
High Probability Advisors
New York
$335K – – –
UFF
400
USA Financial Formulas
Michigan
$333K -$25.6K -108 -7%
14 15
16
17 18