IWV icon

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.

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
1
BlackRock
New York
$255M
2
LPL Financial
2
LPL Financial
California
$108M
3
PP
3
Pegasus Partners
Wisconsin
$33.5M
4
QA
4
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$100M
3
SCM
3
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.4M
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$43.7M +$10M +42,251 +30%
PCP
27
Proficio Capital Partners
Massachusetts
$42.8M -$1.31M -5,530 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$42.4M -$22.8M -95,950 -35%
RMDI
29
R.M. Davis Inc
Maine
$42.2M -$23.7K -100 -0.1%
TF
30
TIAA FSB
Florida
$42.1M -$497K -2,096 -1%
Bessemer Group
31
Bessemer Group
New Jersey
$41.7M -$1.1M -4,645 -3%
QA
32
Quantitative Advantage
Minnesota
$38M +$15.6M +65,611 +69%
MG
33
McCutchen Group
Washington
$37.3M -$412K -1,738 -1%
CB
34
Commerce Bank
Missouri
$36.7M -$446K -1,880 -1%
SI
35
Stephens Inc
Arkansas
$35.5M +$7.12M +30,002 +25%
DC
36
Derby & Company
Massachusetts
$34.3M +$1.15M +4,864 +3%
WRTC
37
Wind River Trust Company
Wyoming
$33.6M -$1.51M -6,357 -4%
PP
38
Pegasus Partners
Wisconsin
$33.5M +$16.5M +69,503 +97%
TWM
39
Tanglewood Wealth Management
Texas
$33.2M -$472K -1,989 -1%
GAG
40
GM Advisory Group
New York
$33M +$1.24M +5,219 +4%
CG
41
Caprock Group
Idaho
$32.4M +$970K +4,089 +3%
FSA
42
Financial Services Advisory
Maryland
$31.6M -$559K -2,358 -2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$31.6M -$1.36M -5,753 -4%
Franklin Resources
44
Franklin Resources
California
$31.1M +$1.88M +7,922 +6%
GWM
45
Geneos Wealth Management
Colorado
$30.9M -$181K -725 -0.6%
HFS
46
Hantz Financial Services
Michigan
$30.5M -$167K -705 -0.5%
CWM
47
Calamos Wealth Management
Illinois
$29.8M -$921K -3,882 -3%
BJL
48
Brighton Jones LLC
Washington
$29.8M -$300K -1,263 -1%
US Bancorp
49
US Bancorp
Minnesota
$27.2M -$767K -3,234 -3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$26.6M +$345K +1,454 +1%
1
2
3 4 5