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iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Bank of America
2
Bank of America
North Carolina
$225M
3
Wells Fargo
3
Wells Fargo
California
$86.1M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$18.1M
5
GWM
5
Geneos Wealth Management
Colorado
$29.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$681M
2
HF
2
HRT Financial
New York
$1.39M
3
BlackRock
3
BlackRock
New York
$204M
4
WI
4
WBI Investments
New Jersey
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$42.6M 190,543 +7,437 +4%
PCP
27
Proficio Capital Partners
Massachusetts
$41.6M 186,114 -45,360 -20%
Bessemer Group
28
Bessemer Group
New Jersey
$40.4M 180,600 +45 +0%
TF
29
TIAA FSB
Florida
$40.1M 179,520 -3,520 -2%
RMDI
30
R.M. Davis Inc
Maine
$39.7M 177,789 +21,450 +14%
BP
31
Ballentine Partners
Massachusetts
$36.3M 162,494 -28,833 -15%
MG
32
McCutchen Group
Washington
$35.6M 159,155 -5,770 -3%
CB
33
Commerce Bank
Missouri
$35M 156,372 +2,056 +1%
WRTC
34
Wind River Trust Company
Wyoming
$33.1M 147,932 – –
Osaic Holdings
35
Osaic Holdings
Arizona
$31.7M 141,978 -1,122 -0.8%
TWM
36
Tanglewood Wealth Management
Texas
$31.7M 141,740 +496 +0.4%
DC
37
Derby & Company
Massachusetts
$31.3M 139,835 +1,266 +0.9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$31.1M 138,905 +7,039 +5%
FSA
39
Financial Services Advisory
Maryland
$30.3M 135,719 -1,730 -1%
GAG
40
GM Advisory Group
New York
$29.9M 133,722 +10,177 +8%
CG
41
Caprock Group
Idaho
$29.6M 132,389 – –
GWM
42
Geneos Wealth Management
Colorado
$29.1M 124,528 +59,937 +93%
CWM
43
Calamos Wealth Management
Illinois
$29M 129,620 -14,711 -10%
HFS
44
Hantz Financial Services
Michigan
$28.9M 129,406 -3,659 -3%
BJL
45
Brighton Jones LLC
Washington
$28.3M 126,779 -4,115 -3%
Franklin Resources
46
Franklin Resources
California
$27.5M 123,013 +1,447 +1%
SI
47
Stephens Inc
Arkansas
$26.7M 119,503 -6,372 -5%
US Bancorp
48
US Bancorp
Minnesota
$26.4M 118,098 -1,876 -2%
GDP
49
Great Diamond Partners
Maine
$25.4M 113,633 -1,625 -1%
AC
50
AlphaCore Capital
California
$24.9M 111,582 +4,896 +5%
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