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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
$255M
2
LPL Financial
LPL Financial
California
$108M
3
PP
Pegasus Partners
Wisconsin
$33.5M
4
QA
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$100M
3
SCM
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.4M
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Spire Wealth Management
Virginia
$259K +$259K +1,111 New
SWM
452
Shakespeare Wealth Management
Wisconsin
$256K – – –
LFA
453
Lighthouse Financial Advisors
Maryland
$252K – – –
CF
454
Corrigan Financial
Rhode Island
$250K -$28.2K -119 -10%
Members Trust
455
Members Trust
Florida
$247K – – –
KM
456
Kalos Management
Georgia
$245K +$245K +995 New
FBB
457
Fulton Breakefield Broenniman
Maryland
$244K +$7.11K +30 +3%
ECG
458
EPIQ Capital Group
California
$243K -$2.73M -11,479 -92%
DIA
459
Davidson Investment Advisors
Montana
$243K – – –
HSBC Holdings
460
HSBC Holdings
United Kingdom
$241K – – –
MCM
461
Monument Capital Management
Virginia
$241K – – –
APP
462
Avantax Planning Partners
Iowa
$239K – – –
RE
463
RBC Europe
United Kingdom
$237K – – –
QC
464
QCM Cayman
Texas
$237K -$192K -808 -45%
CC
465
Cornerstone Capital
California
$236K +$10.2K +43 +5%
KJHP
466
K.J. Harrison & Partners
Ontario, Canada
$234K – – –
RT
467
Rockland Trust
Massachusetts
$228K – – –
SWA
468
Sutton Wealth Advisors
Florida
$226K +$4.51K +19 +2%
BIAS
469
Beacon Investment Advisory Services
New Jersey
$225K – – –
RW
470
REDW Wealth
New Mexico
$224K – – –
PIM
471
Penobscot Investment Management
Massachusetts
$224K +$224K +943 New
PFWA
472
Paces Ferry Wealth Advisors
Georgia
$218K – – –
PPW
473
Pasadena Private Wealth
California
$218K +$218K +920 New
WJWM
474
Williams Jones Wealth Management
New York
$216K – – –
CCA
475
Cobblestone Capital Advisors
New York
$215K -$9K -38 -4%
17 18
19
20 21