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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 %
IIM
101
Ipswich Investment Management
Massachusetts
$8.16M 36,522 -75 -0.2%
GT
102
Glenmede Trust
Pennsylvania
$8.09M 36,210 -202 -0.6%
CAN
103
Cetera Advisor Networks
California
$8.03M 35,924 -20 -0.1%
SB
104
Simmons Bank
Arkansas
$7.96M 35,623 -1,674 -4%
BCI
105
Brinker Capital Investments
Pennsylvania
$7.93M 35,472 +7,979 +29%
RMC
106
Regis Management Company
California
$7.9M 35,325 -461 -1%
WTC
107
WhitTier Trust Company
Nevada
$7.47M 33,400 – –
FT
108
Fiduciary Trust
Massachusetts
$7.39M 33,076 -2,742 -8%
FMWA
109
Forvis Mazars Wealth Advisors
Missouri
$7.36M 32,932 +1,730 +6%
KCA
110
Karn Couzens & Associates
Connecticut
$7.13M 31,888 +31,888 New
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$6.84M 30,598 -890 -3%
APA
112
American Portfolios Advisors
New York
$6.77M 30,269 +17 +0.1%
JA
113
JVL Associates
Michigan
$6.67M 29,835 -31 -0.1%
GMA
114
Goldstein Munger & Associates
California
$6.67M 29,819 -1,173 -4%
SLT
115
St Louis Trust
Missouri
$6.65M 29,757 -51 -0.2%
CPIG
116
Chicago Partners Investment Group
Illinois
$6.39M 27,691 -449 -2%
Prudential Financial
117
Prudential Financial
New Jersey
$6.35M 28,417 +4,373 +18%
TRCT
118
Tower Research Capital (TRC)
New York
$6.34M 28,373 +28,248 +22,598%
CWM
119
Chesapeake Wealth Management
Virginia
$6.33M 28,306 -899 -3%
KAS
120
Kestra Advisory Services
Texas
$6.25M 28,065 -1,853 -6%
AWP
121
Ascent Wealth Partners
New York
$6M 26,827 -1,292 -5%
MLFP
122
MPS Loria Financial Planners
Illinois
$5.8M 26,299 +26 +0.1%
NSCM
123
New South Capital Management
Tennessee
$5.74M 25,655 +110 +0.4%
WT
124
Whittier Trust
California
$5.69M 25,436 – –
Stifel Financial
125
Stifel Financial
Missouri
$5.64M 25,237 +1,336 +6%
3 4
5
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