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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GP
376
Girard Partners
Pennsylvania
$429K 1,680 – –
BFPW
377
BOK Financial Private Wealth
Colorado
$428K 1,671 -4,080 -71%
AIC
378
Ameritas Investment Company
Nebraska
$425K 363 -493 -58%
SFS
379
Summit Financial Strategies
Ohio
$424K 1,658 – –
GWM
380
Greenhouse Wealth Management
Connecticut
$423K 1,653 – –
CG
381
Colony Group
Massachusetts
$422K 1,649 -64 -4%
SBH
382
Segall Bryant & Hamill
Illinois
$420K 1,637 -151 -8%
MFA
383
Mayflower Financial Advisors
Massachusetts
$416K 1,624 – –
GCP
384
GSA Capital Partners
United Kingdom
$410K 1,604 – –
EIA
385
Eldridge Investment Advisors
New Hampshire
$402K 1,572 +1 +0.1%
BCPWM
386
Bradley & Co Private Wealth Management
Florida
$398K 1,557 – –
WB
387
WesBanco Bank
West Virginia
$396K 1,547 – –
PRWA
388
Platte River Wealth Advisors
Colorado
$394K 1,540 – –
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$390K 1,527 +13 +0.9%
PWM
390
PRW Wealth Management
Massachusetts
$388K 1,518 -5,927 -80%
C
391
Certuity
Florida
$388K 1,518 -1,935 -56%
PG
392
Patten Group
Tennessee
$388K 1,518 +20 +1%
IA
393
IFP Advisors
Florida
$379K 1,480 +2 +0.1%
FWCM
394
Ferguson Wellman Capital Management
Oregon
$375K 1,466 – –
FAIM
395
Financial Advocates Investment Management
Washington
$373K 1,547 +44 +3%
BWM
396
Brickley Wealth Management
California
$372K 1,454 -78 -5%
WPA
397
West Paces Advisors
Georgia
$369K 1,440 – –
MWM
398
Madison Wealth Management
Ohio
$365K 1,425 – –
SCM
399
SOL Capital Management
Maryland
$363K 1,417 -55 -4%
HPA
400
High Probability Advisors
New York
$362K 1,414 – –
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16
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