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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.

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
1
BlackRock
New York
$255M
2
LPL Financial
2
LPL Financial
California
$108M
3
PP
3
Pegasus Partners
Wisconsin
$33.5M
4
QA
4
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$100M
3
SCM
3
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.4M
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
AlphaCore Capital
California
$26.5M +$36.3K +153 +0.1%
GDP
52
Great Diamond Partners
Maine
$25.4M -$1.52M -6,428 -6%
SF
53
Synovus Financial
Georgia
$25M -$134K -564 -0.5%
CA
54
Clearstead Advisors
Ohio
$23M -$22.8K -96 -0.1%
State Street
55
State Street
Massachusetts
$22.8M -$1.09M -4,581 -5%
UCFA
56
United Capital Financial Advisors
Texas
$22.1M -$1.67M -7,045 -7%
IC
57
IEQ Capital
California
$22M +$266K +1,123 +1%
TA
58
Tiedemann Advisors
New York
$20.9M -$833K -3,512 -4%
SP
59
Stairway Partners
Illinois
$20.7M -$2.39M -10,056 -10%
WPW
60
Waldron Private Wealth
Pennsylvania
$20.4M -$1.35M -5,683 -6%
LNWTC
61
Laird Norton Wetherby Trust Company
Washington
$18.3M -$96.4K -424 -0.5%
IWA
62
Intercontinental Wealth Advisors
Texas
$18.2M +$1.57M +6,615 +9%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$18.1M -$1.03M -4,347 -5%
FWIA
64
Fort Washington Investment Advisors
Ohio
$18M -$683K -2,879 -4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18M -$771K -3,249 -4%
WC
66
Wealth CMT
New Jersey
$17.1M +$552K +2,327 +3%
CWM
67
Campbell Wealth Management
Virginia
$17M +$566K +2,386 +3%
TI
68
Truepoint Inc
Ohio
$16.9M -$71.6K -302 -0.4%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$15.7M +$374K +1,576 +2%
EWF
70
Epstein & White Financial
California
$15.5M -$781K -3,292 -5%
BP
71
BBR Partners
New York
$15.5M -$385K -1,623 -2%
CFGF
72
Compass Financial Group (Florida)
Florida
$15.4M -$970K -4,087 -6%
DPI
73
Diversified Portfolios Inc
Michigan
$15.1M -$222K -937 -1%
OBWP
74
O'Brien Wealth Partners
Massachusetts
$15M -$568K -2,323 -4%
HighTower Advisors
75
HighTower Advisors
Illinois
$14.9M -$142K -599 -0.9%
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