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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 %
NFG
76
Nations Financial Group
Iowa
$15.8M 61,676 +59,605 +2,878%
OBWP
77
O'Brien Wealth Partners
Massachusetts
$15.6M 60,029 -1,399 -2%
DPI
78
Diversified Portfolios Inc
Michigan
$15.4M 60,279 -3,255 -5%
Mariner
79
Mariner
Kansas
$14.7M 57,314 +214 +0.4%
AB
80
Amalgamated Bank
New York
$14.3M 55,809 -6,640 -11%
VDI
81
Vaughan David Investments
Illinois
$14M 54,775 – –
JIC
82
Johnson Investment Counsel
Ohio
$13.2M 51,714 -150 -0.3%
HHGA
83
Halbert Hargrove Global Advisors
California
$12.8M 50,092 -534 -1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$12.7M 49,470 +740 +2%
UB
85
UMB Bank
Missouri
$12.3M 48,120 -537 -1%
Creative Planning
86
Creative Planning
Kansas
$12.2M 47,680 +24,742 +108%
WANY
87
Wealthspire Advisors (New York)
New York
$11.9M 46,344 +5,176 +13%
FHC
88
First Horizon Corporation
Tennessee
$11M 42,823 – –
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.9M 42,761 +14,886 +53%
CCA
90
Conservest Capital Advisors
Pennsylvania
$10.4M 40,628 +1,038 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$10.4M 40,445 +5,623 +16%
IIM
92
Ipswich Investment Management
Massachusetts
$10.3M 40,064 +1,110 +3%
BWM
93
BigSur Wealth Management
Florida
$10.1M 39,500 – –
Truist Financial
94
Truist Financial
North Carolina
$10.1M 39,494 +2,331 +6%
RBC
95
Roble Belko & Company
Pennsylvania
$9.98M 38,981 – –
TRCT
96
Tower Research Capital (TRC)
New York
$9.97M 38,963 +38,411 +6,959%
RJA
97
Raymond James & Associates
Florida
$9.97M 38,949 -585 -1%
BPA
98
Beacon Pointe Advisors
California
$9.82M 38,385 +407 +1%
MFP
99
Meridian Financial Partners
Virginia
$9.7M 37,843 +1,511 +4%
Comerica Bank
100
Comerica Bank
Texas
$9.65M 37,179 +3,080 +9%
2 3
4
5 6