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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 %
CDIA
76
Capital Directions Investment Advisors
Georgia
$14.6M 65,230 -577 -0.9%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$14.5M 64,648 +100 +0.2%
DPI
78
Diversified Portfolios Inc
Michigan
$14.4M 64,471 -2,793 -4%
HighTower Advisors
79
HighTower Advisors
Illinois
$14.2M 63,512 -7,254 -10%
AB
80
Amalgamated Bank
New York
$12.7M 56,969 +5,136 +10%
VDI
81
Vaughan David Investments
Illinois
$12.2M 54,775 – –
Comerica Bank
82
Comerica Bank
Texas
$12M 52,217 +10,245 +24%
Mariner
83
Mariner
Kansas
$11.9M 53,247 +1,256 +2%
JIC
84
Johnson Investment Counsel
Ohio
$11.5M 51,524 +4,896 +11%
HHGA
85
Halbert Hargrove Global Advisors
California
$11.3M 50,626 +41,136 +433%
RJA
86
Raymond James & Associates
Florida
$11.2M 50,022 -2,956 -6%
UB
87
UMB Bank
Missouri
$10.5M 46,871 -34,107 -42%
IWAG
88
Integer Wealth Advisors Group
Georgia
$10.2M 45,307 +2,104 +5%
SIM
89
Strategic Investment Management
Virginia
$9.94M 44,470 -29,020 -39%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9.81M 43,882 +8,569 +24%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$9.76M 43,683 +5,365 +14%
FHC
92
First Horizon Corporation
Tennessee
$9.57M 42,823 +759 +2%
WANY
93
Wealthspire Advisors (New York)
New York
$9.26M 41,407 +41,407 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$9M 40,259 +4,173 +12%
CCA
95
Conservest Capital Advisors
Pennsylvania
$8.91M 39,849 -1,389 -3%
PPA
96
Parametric Portfolio Associates
Washington
$8.83M 39,500 +36,663 +1,292%
RBC
97
Roble Belko & Company
Pennsylvania
$8.71M 38,981 – –
BWM
98
BigSur Wealth Management
Florida
$8.61M 38,500 – –
BPA
99
Beacon Pointe Advisors
California
$8.55M 38,269 +10,734 +39%
MFP
100
Meridian Financial Partners
Virginia
$8.24M 35,619 +478 +1%
2 3
4
5 6