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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 %
UFF
426
USA Financial Formulas
Michigan
$322K 1,257 -148 -11%
CCA
427
Column Capital Advisors
Indiana
$319K 1,247 -54 -4%
NEGWA
428
New England Guild Wealth Advisors
Connecticut
$313K 1,225 – –
AP
429
Appleton Partners
Massachusetts
$307K 1,200 -100 -8%
PO
430
Private Ocean
California
$302K 1,179 -675 -36%
LRIA
431
Leonard Rickey Investment Advisors
Washington
$301K 1,164 -25 -2%
FHA
432
Flagship Harbor Advisors
Massachusetts
$301K 1,178 +21 +2%
OC
433
Oppenheimer & Co
New York
$300K 1,174 +2 +0.2%
CAM
434
Campion Asset Management
Virginia
$296K 1,156 -69 -6%
PCG
435
Private Capital Group
Connecticut
$296K 1,157 – –
CRC
436
Curi RMB Capital
Illinois
$295K 1,154 -88 -7%
BWA
437
Burt Wealth Advisors
Maryland
$295K 1,154 – –
BA
438
Bluesphere Advisors
Pennsylvania
$294K 1,149 – –
CCMW
439
Cypress Capital Management (Wyoming)
Wyoming
$294K 1,149 – –
PL
440
Plancorp LLC
Missouri
$293K 1,144 -137 -11%
CAM
441
Cubic Asset Management
Massachusetts
$293K 1,145 +40 +4%
FCB
442
First Command Bank
Texas
$292K 1,140 – –
FCFS
443
First Command Financial Services
Texas
$292K 1,140 – –
BWM
444
BT Wealth Management
Georgia
$290K 1,132 -463 -29%
VL
445
Vorpal LLC
Tennessee
$289K 1,128 +3 +0.3%
WA
446
WBH Advisory
Maryland
$287K 1,098 +1 +0.1%
SWM
447
Spire Wealth Management
Virginia
$285K 1,112 +1 +0.1%
SWM
448
Shakespeare Wealth Management
Wisconsin
$284K 1,080 – –
OCPWS
449
One Charles Private Wealth Services
Massachusetts
$284K 1,111 +1,111 New
HTHT
450
Hemenway Trust Hemenway Trust
New Hampshire
$282K 1,100 -200 -15%
16 17
18
19 20