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iShares Russell 3000 ETF
IWV

586 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, 153 increasing their positions, 195 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $5.78B → $6.33B (+$550M)

6% more funds holding in top 10

Funds holding in top 10: 50 → 53 (+3)

1% more funds holding

Funds holding: 579 → 586 (+7)

2% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $1.61M

0.24% less ownership

Funds ownership: 52.7% → 52.46% (-0.24%)

22% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 195

Holders
586
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
0.92%
New
51
Increased
153
Reduced
195
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
CDIA
Capital Directions Investment Advisors
Georgia
+$16.2M
2
ST
Sentinel Trust
Texas
+$15.4M
3
NFG
Nations Financial Group
Iowa
+$14.9M
4
PP
Pegasus Partners
Wisconsin
+$11.7M
5
TRCT
Tower Research Capital (TRC)
New York
+$9.58M

Top Sellers

Rank Fund Capital Flow
1
Aviva
Aviva
United Kingdom
-$26.6M
2
IWA
Intercontinental Wealth Advisors
Texas
-$18.9M
3
SCM
SCS Capital Management
Massachusetts
-$18.7M
4
Wells Fargo
Wells Fargo
California
-$14.3M
5
P
Pitcairn
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
376
N.E.W. Advisory Services
Wisconsin
$430K -$435K -1,745 -51%
GP
377
Girard Partners
Pennsylvania
$429K – – –
BFPW
378
BOK Financial Private Wealth
Colorado
$428K -$1.02M -4,080 -71%
AIC
379
Ameritas Investment Company
Nebraska
$425K -$123K -493 -58%
SFS
380
Summit Financial Strategies
Ohio
$424K – – –
GWM
381
Greenhouse Wealth Management
Connecticut
$423K – – –
CG
382
Colony Group
Massachusetts
$422K -$16K -64 -4%
SBH
383
Segall Bryant & Hamill
Illinois
$420K -$37.6K -151 -8%
MFA
384
Mayflower Financial Advisors
Massachusetts
$416K – – –
GCP
385
GSA Capital Partners
United Kingdom
$410K – – –
EIA
386
Eldridge Investment Advisors
New Hampshire
$402K +$249 +1 +0.1%
BCPWM
387
Bradley & Co Private Wealth Management
Florida
$398K – – –
WB
388
WesBanco Bank
West Virginia
$396K – – –
PRWA
389
Platte River Wealth Advisors
Colorado
$394K – – –
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$390K +$3.24K +13 +0.9%
PWM
391
PRW Wealth Management
Massachusetts
$388K -$1.48M -5,927 -80%
C
392
Certuity
Florida
$388K -$482K -1,935 -56%
PG
393
Patten Group
Tennessee
$388K +$4.99K +20 +1%
IA
394
IFP Advisors
Florida
$379K +$499 +2 +0.1%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$375K – – –
FAIM
396
Financial Advocates Investment Management
Washington
$373K +$11K +44 +3%
BWM
397
Brickley Wealth Management
California
$372K -$19.4K -78 -5%
WPA
398
West Paces Advisors
Georgia
$369K – – –
MWM
399
Madison Wealth Management
Ohio
$365K – – –
SCM
400
SOL Capital Management
Maryland
$363K -$13.7K -55 -4%
14 15
16
17 18

IWV Hedge Fund Activity: Q2 2021 in Review

586 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2021, worth a combined $6.33B — up 9.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IWV positions and 29 closed out — a net gain of 22 holders — while 153 added to existing stakes and 195 trimmed.

The largest buyer was Capital Directions Investment Advisors, opening a new position worth an estimated $16.2M. The largest seller was Aviva, cutting an estimated $26.6M.

  • 586 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2021, up from 579 in Q1 2021.
  • Funds reported $6.33B of iShares Russell 3000 ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Russell 3000 ETF positions in Q2 2021 and 29 closed out, a net change of +22 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2021 was Capital Directions Investment Advisors, an estimated $16.2M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2021 was Aviva, an estimated $26.6M sold.

Based on aggregated 13F filings for Q2 2021.