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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 %
Stifel Financial
126
Stifel Financial
Missouri
$6.17M 24,095 -108 -0.4%
AWP
127
Ascent Wealth Partners
New York
$6.02M 23,532 -3,245 -12%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$5.97M 23,338 +104 +0.4%
Lido Advisors
129
Lido Advisors
California
$5.9M 23,043 -387 -2%
AL
130
Aspiriant LLC
California
$5.72M 22,337 -15 -0.1%
TFP
131
Triune Financial Partners
Kansas
$5.56M 21,711 +21,711 New
MLFP
132
MPS Loria Financial Planners
Illinois
$5.5M 21,474 -823 -4%
FEG
133
Fund Evaluation Group
Ohio
$5.25M 20,531 -1,716 -8%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$5.24M 20,486 -323 -2%
CIP
135
Chartwell Investment Partners
Pennsylvania
$5.03M 19,667 – –
JSMC
136
Jess S. Morgan & Co
California
$5M 19,517 +278 +1%
WA
137
Waverly Advisors
Alabama
$4.76M 18,030 -1,939 -10%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$4.72M 18,398 +17,275 +1,538%
FHB
139
First Hawaiian Bank
Hawaii
$4.71M 18,397 +213 +1%
WAG
140
Winthrop Advisory Group
Massachusetts
$4.69M 18,323 -104 -0.6%
CMO
141
Covenant Multifamily Offices
Texas
$4.68M 18,269 -20 -0.1%
LWMG
142
Levy Wealth Management Group
Pennsylvania
$4.35M 17,009 -21 -0.1%
NSCM
143
New South Capital Management
Tennessee
$4.26M 16,640 -7,000 -30%
Prudential Financial
144
Prudential Financial
New Jersey
$4.17M 16,282 -6,261 -28%
CAM
145
Cozad Asset Management
Illinois
$4.07M 15,884 – –
LFS
146
Lutz Financial Services
Nebraska
$4.05M 15,832 – –
WCG
147
Wall Capital Group
Arizona
$3.93M 15,337 – –
ECG
148
Edge Capital Group
Georgia
$3.79M 14,811 -1,387 -9%
Citadel Advisors
149
Citadel Advisors
Florida
$3.69M 14,435 +14,435 New
SHGA
150
Sand Hill Global Advisors
California
$3.69M 14,425 -981 -6%
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