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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 %
TIM
501
Tortoise Investment Management
New York
$180K 705 – –
AIM
502
Acropolis Investment Management
Missouri
$179K 700 +700 New
TC
503
Truvestments Capital
Florida
$163K 638 -82 -11%
M
504
MOTCO
Texas
$161K 629 – –
NOI
505
Newton One Investments
Delaware
$160K 624 +3 +0.5%
SWM
506
Sugarloaf Wealth Management
Georgia
$157K 614 -554 -47%
TF
507
TimeScale Financial
Massachusetts
$148K 579 +579 New
AFG
508
Albion Financial Group
Utah
$143K 558 +558 New
COCM
509
Charter Oak Capital Management
New Hampshire
$140K 546 -3 -0.5%
NG
510
NWK Group
California
$138K 541 +4 +0.7%
PSIWM
511
Paradigm Strategies in Wealth Management
Minnesota
$136K 531 +1 +0.2%
SC
512
SouthState Corp
Florida
$129K 505 – –
CG
513
Cutler Group
California
$127K 500 +500 New
FPW
514
Flagship Private Wealth
Massachusetts
$123K 475 – –
KTC
515
Kistler-Tiffany Companies
Pennsylvania
$121K 474 – –
FEG
516
Financial Enhancement Group
Indiana
$115K 450 – –
KFI
517
Key Financial Inc
Pennsylvania
$112K 432 +258 +148%
HI
518
Hudock Inc
Pennsylvania
$106K 416 +82 +25%
AA
519
Addison Advisors
Vermont
$105K 411 +411 New
RP
520
Rowlandmiller & Partners
Georgia
$102K 400 +400 New
TFGT
521
TS Financial Group (TSFG)
Illinois
$102K 400 – –
CWM
522
Cranbrook Wealth Management
Michigan
$96K 376 – –
TWA
523
TCI Wealth Advisors
Arizona
$96K 376 +146 +63%
HFS
524
HBC Financial Services
Washington
$93K 371 +1 +0.3%
CCM
525
Cribstone Capital Management
Maine
$92K 361 – –
19 20
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