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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 %
TNB
476
Thomasville National Bank
Georgia
$235K 919 +919 New
LFF
477
Level Four Financial
Texas
$234K 916 +21 +2%
WJWM
478
Williams Jones Wealth Management
New York
$233K 910 – –
IWA
479
Intercontinental Wealth Advisors
Texas
$232K 905 -75,775 -99%
TFS
480
TrustCore Financial Services
Tennessee
$232K 905 +173 +24%
PIFP
481
Partners in Financial Planning
Virginia
$228K 891 +891 New
ACI
482
Alpha Cubed Investments
California
$225K 879 – –
NFG
483
Next Financial Group
Texas
$225K 878 +432 +97%
SFG
484
Summit Financial Group
West Virginia
$224K 875 -1,445 -62%
CCA
485
Cobblestone Capital Advisors
New York
$223K 870 -38 -4%
PK
486
Pflug Koory
Nebraska
$223K 872 – –
MYIA
487
Mount Yale Investment Advisors
Colorado
$222K 867 – –
IWC
488
Integrated Wealth Concepts
Massachusetts
$221K 863 – –
APA
489
Allegiant Private Advisors
Florida
$220K 858 – –
KPWS
490
Kestra Private Wealth Services
Texas
$220K 861 +861 New
CL
491
Choreo LLC
Illinois
$216K 846 – –
KIG
492
Kowal Investment Group
Wisconsin
$209K 817 +817 New
AIA
493
Arbor Investment Advisors
North Carolina
$208K 811 +811 New
AA
494
Auxano Advisors
Washington
$208K 814 +814 New
GAM
495
Geier Asset Management
Maryland
$206K 804 +2 +0.2%
AC
496
Alexandria Capital
Virginia
$204K 797 +797 New
HA
497
Harfst & Associates
Wyoming
$204K 798 +798 New
VHAM
498
Van Hulzen Asset Management
California
$203K 795 +795 New
SW
499
SlateStone Wealth
Florida
$202K 788 +788 New
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K 725 +725 New
18 19
20
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