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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 %
FAM
451
Flaharty Asset Management
Florida
$281K 1,098 – –
CRWM
452
Castle Rock Wealth Management
California
$277K 1,053 -70 -6%
MBT
453
Montecito Bank & Trust
California
$274K 1,070 +1,070 New
HI
454
Harbour Investments
Wisconsin
$270K 1,054 -922 -47%
LHC
455
Little House Capital
Massachusetts
$269K 1,053 +1,053 New
Members Trust
456
Members Trust
Florida
$267K 1,043 – –
CF
457
Corrigan Financial
Rhode Island
$266K 1,040 -15 -1%
AUB
458
Atlantic Union Bankshares
Virginia
$265K 1,034 +1,034 New
DIA
459
Davidson Investment Advisors
Montana
$262K 1,025 – –
HSBC Holdings
460
HSBC Holdings
United Kingdom
$260K 1,015 – –
CIM
461
CIM Investment Management
Pennsylvania
$260K 1,015 +1,015 New
MCM
462
Monument Capital Management
Virginia
$259K 1,014 – –
APP
463
Avantax Planning Partners
Iowa
$259K 1,013 +5 +0.5%
RE
464
RBC Europe
United Kingdom
$256K 1,000 – –
Fisher Asset Management
465
Fisher Asset Management
Washington
$253K 988 -982 -50%
SWA
466
Sutton Wealth Advisors
Florida
$253K 987 +34 +4%
AAM
467
Autus Asset Management
Arizona
$247K 964 -166 -15%
BIAS
468
Beacon Investment Advisory Services
New Jersey
$242K 947 – –
OCM
469
One Capital Management
California
$242K 945 +945 New
PIM
470
Penobscot Investment Management
Massachusetts
$241K 943 – –
RW
471
REDW Wealth
New Mexico
$241K 943 – –
FBB
472
Fulton Breakefield Broenniman
Maryland
$238K 930 -100 -10%
ECG
473
EPIQ Capital Group
California
$236K 924 -99 -10%
PFWA
474
Paces Ferry Wealth Advisors
Georgia
$236K 922 +2 +0.2%
Wolverine Trading
475
Wolverine Trading
Illinois
$236K 923 +923 New
17 18
19
20 21