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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 %
TH
551
TCTC Holdings
Texas
$41K 161 – –
PA
552
Parallel Advisors
California
$40K 156 – –
JPLA
553
Joseph P. Lucia & Associates
New York
$40K 155 – –
CFA
554
Carroll Financial Associates
North Carolina
$39K 156 – –
CAL
555
Capital Advisors Ltd
Ohio
$38K 150 – –
JFA
556
JNBA Financial Advisors
Minnesota
$37K 146 – –
BAM
557
Baldrige Asset Management
Pennsylvania
$35K 135 +135 New
RDWM
558
Red Door Wealth Management
Tennessee
$33K 131 +131 New
AIM
559
Anchor Investment Management
South Carolina
$30.7K 120 – –
GWSG
560
GPS Wealth Strategies Group
Colorado
$30K 119 – –
LWP
561
Lumature Wealth Partners
Georgia
$30K 119 – –
GWS
562
Glassman Wealth Services
Virginia
$29K 114 +1 +0.9%
POIA
563
Pin Oak Investment Advisors
Texas
$28K 111 – –
IF
564
Ironwood Financial
Arizona
$27K 106 +26 +33%
HWMA
565
Heritage Wealth Management (Arizona)
Arizona
$26K 100 -3 -3%
BWL
566
Bogart Wealth LLC
Virginia
$26K 103 +103 New
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K 100 – –
AWM
568
Activest Wealth Management
Florida
$21K 84 – –
MAM
569
Marquette Asset Management
Minnesota
$20K 79 – –
FFA
570
Freedman Financial Associates
Massachusetts
$13K 49 – –
CAM
571
Costello Asset Management
Pennsylvania
$12K 46 – –
BHWM
572
Bay Harbor Wealth Management
Maryland
$9K 35 – –
HWA
573
Heritage Wealth Advisors
Virginia
$7.93K 31 – –
CFFP
574
Center for Financial Planning
Michigan
$7K 26 – –
ACA
575
Atlas Capital Advisors
Wyoming
$6.91K 27 – –
21 22
23
24 25