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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 %
SLT
101
St Louis Trust
Missouri
$9.6M 37,502 -101 -0.3%
Victory Capital Management
102
Victory Capital Management
Texas
$9.46M 36,968 +680 +2%
Brown Advisory
103
Brown Advisory
Maryland
$9.42M 36,805 -382 -1%
RMC
104
Regis Management Company
California
$9.04M 35,325 – –
GT
105
Glenmede Trust
Pennsylvania
$8.91M 34,837 -473 -1%
CAN
106
Cetera Advisor Networks
California
$8.55M 33,425 +453 +1%
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$8.27M 32,317 -45 -0.1%
KCA
108
Karn Couzens & Associates
Connecticut
$8M 31,240 +59 +0.2%
MML Investors Services
109
MML Investors Services
Massachusetts
$7.96M 31,114 +5,952 +24%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$7.96M 31,109 +27 +0.1%
IDA
111
Intelligence Driven Advisers
California
$7.95M 31,047 +7,622 +33%
APA
112
American Portfolios Advisors
New York
$7.79M 30,430 -19 -0.1%
FT
113
Fiduciary Trust
Massachusetts
$7.74M 30,235 -2,622 -8%
BAIA
114
Bel Air Investment Advisors
California
$7.68M 30,023 – –
JA
115
JVL Associates
Michigan
$7.63M 29,819 -16 -0.1%
SB
116
Simmons Bank
Arkansas
$7.38M 28,819 -4,183 -13%
CPIG
117
Chicago Partners Investment Group
Illinois
$7.21M 27,531 -144 -0.5%
WTC
118
WhitTier Trust Company
Nevada
$7.01M 27,400 -6,000 -18%
KAS
119
Kestra Advisory Services
Texas
$6.89M 26,934 +779 +3%
WT
120
Whittier Trust
California
$6.51M 25,436 – –
BCI
121
Brinker Capital Investments
Pennsylvania
$6.44M 25,178 +1 +0%
CWM
122
Chesapeake Wealth Management
Virginia
$6.35M 24,807 -1,756 -7%
RPCA
123
Running Point Capital Advisors
California
$6.28M 24,544 -404 -2%
GMA
124
Goldstein Munger & Associates
California
$6.27M 24,508 -1,851 -7%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$6.22M 24,316 +11,065 +84%
3 4
5
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