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iShares Russell 3000 ETF
IWV

Overview Fund Activity

582 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.88%
New
40
Increased
124
Reduced
200
Closed
31
Calls
$2.93M
Puts
$3.26M
Net Calls
-$330K
Net Calls Change
-$357K

Top Buyers

1
FWM
FFT Wealth Management
Pennsylvania
$93.5M
2
Morgan Stanley
Morgan Stanley
New York
$187M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$24.4M
4
Citadel Advisors
Citadel Advisors
Florida
$22.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.6M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$632M
2
WA
WestEnd Advisors
North Carolina
$79.3M
3
Aviva
Aviva
United Kingdom
$0
4
GA
Geller Advisors
New York
$32.1M
5
BlackRock
BlackRock
New York
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
501
TimeScale Financial
Massachusetts
$148K – – –
TC
502
Truvestments Capital
Florida
$147K -$15.5K -61 -10%
TF
503
Tompkins Financial
New York
$145K +$145K +570 New
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K +$101K +395 +239%
AFG
505
Albion Financial Group
Utah
$142K – – –
SSB
506
Sandy Spring Bank
Maryland
$142K +$142K +558 New
S
507
SignatureFD
Georgia
$141K -$180K -708 -56%
COCM
508
Charter Oak Capital Management
New Hampshire
$137K -$2.3K -9 -2%
SC
509
SouthState Corp
Florida
$129K – – –
KFI
510
Key Financial Inc
Pennsylvania
$110K – – –
HI
511
Hudock Inc
Pennsylvania
$106K +$254 +1 +0.2%
AA
512
Addison Advisors
Vermont
$105K – – –
TFGT
513
TS Financial Group (TSFG)
Illinois
$102K – – –
FEG
514
Financial Enhancement Group
Indiana
$100K -$14.5K -57 -13%
Barclays
515
Barclays
United Kingdom
$97K +$97K +382 New
CWM
516
Cranbrook Wealth Management
Michigan
$96K – – –
NG
517
NWK Group
California
$94K -$43.4K -171 -32%
TWA
518
TCI Wealth Advisors
Arizona
$94K -$1.78K -7 -2%
HFS
519
HBC Financial Services
Washington
$91K -$4.91K -19 -5%
First Manhattan
520
First Manhattan
New York
$91K – – –
BA
521
Ballast Advisors
Minnesota
$91K +$36.6K +143 +67%
OIA
522
Optimum Investment Advisors
Illinois
$90K – – –
FWC
523
First Washington Corp
Washington
$90K – – –
CB
524
CNB Bank
Pennsylvania
$89K – – –
CCM
525
Cribstone Capital Management
Maine
$87K -$5.1K -20 -6%
19 20
21
22 23