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.

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 %
LFF
476
Level Four Financial
Texas
$212K -$2.37K -10 -1%
HFG
477
Heron Financial Group
New York
$210K +$210K +873 New
RhumbLine Advisers
478
RhumbLine Advisers
Massachusetts
$209K -$1.65M -6,968 -89%
ACI
479
Alpha Cubed Investments
California
$209K -$36.9K -155 -15%
PK
480
Pflug Koory
Nebraska
$207K – – –
MYIA
481
Mount Yale Investment Advisors
Colorado
$206K +$206K +867 New
IWC
482
Integrated Wealth Concepts
Massachusetts
$205K -$198K -832 -49%
APA
483
Allegiant Private Advisors
Florida
$204K +$204K +858 New
AIC
484
Ameritas Investment Company
Nebraska
$203K +$203K +856 New
GAM
485
Geier Asset Management
Maryland
$201K +$201K +802 New
CL
486
Choreo LLC
Illinois
$201K +$201K +846 New
GSAM
487
Grant Street Asset Management
Pennsylvania
$185K -$9.95K -42 -5%
RWB
488
RMR Wealth Builders
New Jersey
$176K +$162K +682 +1,176%
TFS
489
TrustCore Financial Services
Tennessee
$174K +$15.7K +66 +10%
ST
490
Smithfield Trust
Pennsylvania
$173K – – –
TC
491
Truvestments Capital
Florida
$171K +$2.38K +10 +1%
TIM
492
Tortoise Investment Management
New York
$167K – – –
Qube Research & Technologies (QRT)
493
Qube Research & Technologies (QRT)
United Kingdom
$159K +$159K +672 New
M
494
MOTCO
Texas
$149K – – –
NOI
495
Newton One Investments
Delaware
$147K – – –
MWP
496
Meridian Wealth Partners
Pennsylvania
$140K – – –
TF
497
Tompkins Financial
New York
$135K – – –
TRCT
498
Tower Research Capital (TRC)
New York
$131K -$6.6M -27,821 -98%
COCM
499
Charter Oak Capital Management
New Hampshire
$130K +$237 +1 +0.2%
NG
500
NWK Group
California
$127K – – –
18 19
20
21 22