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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 %
AB
76
Amalgamated Bank
New York
$14.8M +$1.3M +5,480 +10%
Mariner
77
Mariner
Kansas
$13.5M +$914K +3,853 +7%
VDI
78
Vaughan David Investments
Illinois
$13M – – –
JIC
79
Johnson Investment Counsel
Ohio
$12.3M +$80.7K +340 +0.7%
HHGA
80
Halbert Hargrove Global Advisors
California
$12M – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$11.6M +$1.2M +5,047 +12%
UB
82
UMB Bank
Missouri
$11.5M +$424K +1,786 +4%
FHC
83
First Horizon Corporation
Tennessee
$10.2M – – –
WANY
84
Wealthspire Advisors (New York)
New York
$9.77M -$56.7K -239 -0.6%
CCA
85
Conservest Capital Advisors
Pennsylvania
$9.39M -$61.4K -259 -0.6%
RJA
86
Raymond James & Associates
Florida
$9.38M -$2.49M -10,488 -21%
BWM
87
BigSur Wealth Management
Florida
$9.37M +$237K +1,000 +3%
RBC
88
Roble Belko & Company
Pennsylvania
$9.25M – – –
IIM
89
Ipswich Investment Management
Massachusetts
$9.24M +$577K +2,432 +7%
IWAG
90
Integer Wealth Advisors Group
Georgia
$9.11M -$2.03M -8,271 -18%
PPA
91
Parametric Portfolio Associates
Washington
$9.09M -$276K -1,165 -3%
BPA
92
Beacon Pointe Advisors
California
$9.01M -$69K -291 -0.8%
MFP
93
Meridian Financial Partners
Virginia
$8.94M +$175K +713 +2%
SLT
94
St Louis Trust
Missouri
$8.92M +$1.86M +7,846 +26%
Brown Advisory
95
Brown Advisory
Maryland
$8.82M -$6.8M -28,647 -44%
Truist Financial
96
Truist Financial
North Carolina
$8.82M -$121M -508,601 -93%
Victory Capital Management
97
Victory Capital Management
Texas
$8.61M +$4.03M +16,992 +88%
Comerica Bank
98
Comerica Bank
Texas
$8.51M -$4.52M -18,118 -35%
RMC
99
Regis Management Company
California
$8.38M – – –
GT
100
Glenmede Trust
Pennsylvania
$8.38M -$213K -900 -2%
2 3
4
5 6