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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 %
GWS
551
Glassman Wealth Services
Virginia
$27K – – –
POIA
552
Pin Oak Investment Advisors
Texas
$26K – – –
HWMA
553
Heritage Wealth Management (Arizona)
Arizona
$24K +$24K +103 New
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K – – –
NCM
555
New Capital Management
Texas
$23K – – –
AWM
556
Activest Wealth Management
Florida
$20K +$20K +84 New
IF
557
Ironwood Financial
Arizona
$19K – – –
MAM
558
Marquette Asset Management
Minnesota
$19K – – –
NIC
559
Northwest Investment Counselors
Oregon
$14K +$14K +59 New
DWP
560
Destiny Wealth Partners
Florida
$12K – – –
FFA
561
Freedman Financial Associates
Massachusetts
$12K – – –
HFS
562
Horizon Financial Services
North Carolina
$12K +$12K +51 New
CAM
563
Costello Asset Management
Pennsylvania
$11K – – –
AWG
564
Altus Wealth Group
Colorado
$10K – – –
WP
565
WealthShield Partners
North Carolina
$9K +$9K +39 New
BHWM
566
Bay Harbor Wealth Management
Maryland
$8K -$18.1K -79 -69%
HWA
567
Heritage Wealth Advisors
Virginia
$7.35K – – –
LS
568
Leelyn Smith
Illinois
$7K – – –
TCOV
569
Trust Company of Vermont
Vermont
$7K – – –
ACA
570
Atlas Capital Advisors
Wyoming
$6.41K – – –
CFFP
571
Center for Financial Planning
Michigan
$6K – – –
GRP
572
Global Retirement Partners
California
$5K -$9.09K -40 -65%
DI
573
Disciplined Investments
Oklahoma
$3K – – –
FMP
574
Financial Management Professionals
Texas
$2K – – –
QCG
575
Quadrant Capital Group
Ohio
$2K +$2K +8 New
21 22
23
24 25