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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 %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$8.26M -$1.29M -5,437 -14%
WTC
102
WhitTier Trust Company
Nevada
$7.92M – – –
SB
103
Simmons Bank
Arkansas
$7.83M -$622K -2,621 -7%
CAN
104
Cetera Advisor Networks
California
$7.82M -$700K -2,952 -8%
FT
105
Fiduciary Trust
Massachusetts
$7.79M -$51.9K -219 -0.7%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$7.68M -$135K -570 -2%
KCA
107
Karn Couzens & Associates
Connecticut
$7.4M -$168K -707 -2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$7.37M +$5.76M +24,293 +358%
APA
109
American Portfolios Advisors
New York
$7.22M +$42.7K +180 +0.6%
BAIA
110
Bel Air Investment Advisors
California
$7.12M +$7.12M +30,023 New
JA
111
JVL Associates
Michigan
$7.08M – – –
CPIG
112
Chicago Partners Investment Group
Illinois
$6.93M -$4.01K -16 -0.1%
AWP
113
Ascent Wealth Partners
New York
$6.35M -$11.9K -50 -0.2%
CWM
114
Chesapeake Wealth Management
Virginia
$6.3M -$413K -1,743 -6%
GMA
115
Goldstein Munger & Associates
California
$6.25M -$821K -3,460 -12%
KAS
116
Kestra Advisory Services
Texas
$6.21M -$453K -1,910 -7%
WT
117
Whittier Trust
California
$6.03M – – –
BCI
118
Brinker Capital Investments
Pennsylvania
$5.97M -$2.44M -10,295 -29%
MML Investors Services
119
MML Investors Services
Massachusetts
$5.97M +$671K +2,830 +13%
RPCA
120
Running Point Capital Advisors
California
$5.92M -$69.3K -292 -1%
Stifel Financial
121
Stifel Financial
Missouri
$5.74M -$245K -1,034 -4%
NSCM
122
New South Capital Management
Tennessee
$5.61M -$478K -2,015 -8%
Lido Advisors
123
Lido Advisors
California
$5.56M -$114K -482 -2%
IDA
124
Intelligence Driven Advisers
California
$5.56M -$174K -735 -3%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$5.51M -$10.9K -46 -0.2%
3 4
5
6 7