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iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$167M
2
Bank of America
2
Bank of America
North Carolina
$225M
3
Wells Fargo
3
Wells Fargo
California
$86.1M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$18.1M
5
GWM
5
Geneos Wealth Management
Colorado
$29.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$681M
2
HF
2
HRT Financial
New York
$1.39M
3
BlackRock
3
BlackRock
New York
$204M
4
WI
4
WBI Investments
New Jersey
$0
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$24.7M 110,690 -4,944 -4%
SF
52
Synovus Financial
Georgia
$23.7M 106,001 +6,654 +7%
State Street
53
State Street
Massachusetts
$22.5M 100,547 -2,518 -2%
UCFA
54
United Capital Financial Advisors
Texas
$22.4M 100,032 -1,928 -2%
PAS
55
Park Avenue Securities
New York
$22M 98,328 -3,391 -3%
SP
56
Stairway Partners
Illinois
$21.8M 97,419 -1,940 -2%
CA
57
Clearstead Advisors
Ohio
$21.7M 97,178 -499 -0.5%
QA
58
Quantitative Advantage
Minnesota
$21.1M 94,439 +42,815 +83%
IC
59
IEQ Capital
California
$20.5M 91,774 +74 +0.1%
WPW
60
Waldron Private Wealth
Pennsylvania
$20.5M 91,584 -22,628 -20%
TA
61
Tiedemann Advisors
New York
$20.4M 91,428 -6,745 -7%
LNWTC
62
Laird Norton Wetherby Trust Company
Washington
$18.1M 80,953 +80,953 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$18M 80,651 -360 -0.4%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$17.6M 78,925 +3,835 +5%
FWIA
65
Fort Washington Investment Advisors
Ohio
$17.6M 78,790 -484 -0.6%
TI
66
Truepoint Inc
Ohio
$16M 71,657 -2,467 -3%
PP
67
Pegasus Partners
Wisconsin
$16M 71,640 +4,264 +6%
IWA
68
Intercontinental Wealth Advisors
Texas
$15.7M 70,065 +40,655 +138%
WC
69
Wealth CMT
New Jersey
$15.6M 69,775 +24,650 +55%
CWM
70
Campbell Wealth Management
Virginia
$15.5M 69,270 +2,417 +4%
CFGF
71
Compass Financial Group (Florida)
Florida
$15.4M 68,838 -158 -0.2%
EWF
72
Epstein & White Financial
California
$15.3M 68,567 -6,582 -9%
BP
73
BBR Partners
New York
$14.9M 66,776 -397 -0.6%
Brown Advisory
74
Brown Advisory
Maryland
$14.7M 65,834 +105 +0.2%
OBWP
75
O'Brien Wealth Partners
Massachusetts
$14.6M 63,751 -3,129 -5%
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