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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$255M
2
LPL Financial
LPL Financial
California
$108M
3
PP
Pegasus Partners
Wisconsin
$33.5M
4
QA
Quantitative Advantage
Minnesota
$38M
5
Osaic Holdings
Osaic Holdings
Arizona
$43.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$8.82M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$100M
3
SCM
SCS Capital Management
Massachusetts
$697M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.4M
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$5.44M +$18.5K +78 +0.3%
Prudential Financial
127
Prudential Financial
New Jersey
$5.35M -$1.39M -5,874 -21%
AL
128
Aspiriant LLC
California
$5.3M +$410K +1,729 +8%
MLFP
129
MPS Loria Financial Planners
Illinois
$5.29M -$949K -4,002 -15%
FEG
130
Fund Evaluation Group
Ohio
$5.28M -$429K -1,810 -8%
WA
131
Waverly Advisors
Alabama
$4.94M -$561K -2,270 -10%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$4.94M -$138K -580 -3%
SIM
133
Strategic Investment Management
Virginia
$4.93M -$5.61M -23,670 -53%
CIP
134
Chartwell Investment Partners
Pennsylvania
$4.67M – – –
JSMC
135
Jess S. Morgan & Co
California
$4.56M +$508K +2,141 +13%
WAG
136
Winthrop Advisory Group
Massachusetts
$4.37M -$115K -485 -3%
CMO
137
Covenant Multifamily Offices
Texas
$4.34M -$22.3K -94 -0.5%
FHB
138
First Hawaiian Bank
Hawaii
$4.31M – – –
MPPLM
139
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.14M -$2.37M -16,007 -36%
Citigroup
140
Citigroup
New York
$4.1M +$203K +854 +5%
LWMG
141
Levy Wealth Management Group
Pennsylvania
$4.04M -$3.8K -16 -0.1%
ECG
142
Edge Capital Group
Georgia
$3.84M +$237 +1 +0%
CAM
143
Cozad Asset Management
Illinois
$3.77M -$20.2K -85 -0.5%
LFS
144
Lutz Financial Services
Nebraska
$3.76M – – –
BFC
145
Blue Fin Capital
Rhode Island
$3.67M -$397K -1,672 -10%
SHGA
146
Sand Hill Global Advisors
California
$3.66M -$351K -1,478 -9%
WCG
147
Wall Capital Group
Arizona
$3.64M +$3.64M +15,337 New
BTWM
148
Baker Tilly Wealth Management
Wisconsin
$3.48M +$319K +1,344 +10%
SBSB
149
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.41M -$36.5K -154 -1%
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$3.33M -$7.59K -32 -0.2%
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